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Episode | Date |
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The Default Saga Ends
444
U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and clues about rates and recession and the S&P 500 hits a 9-month high.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: U.S. Senate passes debt ceiling bill, averting first-ever U.S. default Will the May nonfarm payroll report signal recession or sustainable growth? Nasdaq ends +1%, S&P, Dow also gain on hopes for rate hike pause at June Fed meet |
Jun 02, 2023 |
Liquidity Squeeze
436
lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news from California and is the AI boom starting to show cracks?
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Debt-limit increase passes easily in House vote Debt Limit Drama Part 2: The next chapter could slam stocks and GDP Meta threatens to pull news in California over publisher compensation Sizing up the AI playing field: All stocks may not be equal |
Jun 01, 2023 |
AI Extinction-Level Threat
403
AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill clears another hurdle as a floor vote nears and Twitter is worth just a third of what Elon Musk paid, Fidelity says.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: OpenAI CEO, others write letter that AI risk is on par with pandemic, nuclear war Debt ceiling deal heads to House vote after passing initial hurdle Twitter worth one-third of what Elon Musk paid for it, Fidelity says |
May 31, 2023 |
Debt Deal Heads To Vote
410
The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Debt ceiling deal: What's in the bill as the fight moves to Congress Nasdaq leads S&P and Dow futures, yields slip after debt limit agreement Salesforce likely to show 'increased deal stability' in Q1, Wedbush says |
May 30, 2023 |
Bank Tightening, Commercial Real Estate And Natural Gas Demand
546
Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:10) commercial real estate market's problematic loans coming due (4:00) and big themes for energy (6:30). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: Subscribe to Kirk Spano's Margin of Safety Investing Subscribe to CashFlow Hunter's Catalyst Hedge Investing Seeking Alpha Premium and PRO |
May 28, 2023 |
Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin
1221
Julian Lin discusses the tech sector, macro headwinds and recent earnings.
(0:30) - Tech's powerful recovery (2:34) - Nvidia and how AI may impact tech as a whole (5:30) - AI stocks' rich valuations, but don't short (9:00) - Snowflake's slowdown not hard to understand (14:30) - Macro environment means companies having to rationalize costs. Our Links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: Julian Lin on Seeking Alpha Best Of Breed Growth Stocks Snowflake: 40% Revenue Growth With 25% Free Cash Flow Margins |
May 26, 2023 |
The Few, The Tech, The Stock Leaders
417
Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a row Debt ceiling likely to be raised, spending to be capped for two years Icahn Enterprises tumbles 14% amid salvo from Bill Ackman |
May 26, 2023 |
U.S. AAA Credit Rating on Negative Watch
430
Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Fitch places U.S.'s 'AAA" rating on watch negative Nvidia earnings trigger AI stock rally - will the gains hold? Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutes |
May 25, 2023 |
Retailers Call Out Organized Theft Hitting Profits
969
The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Executives call out rising retail theft hitting profits Shrinkage Crisis: Target's Financial Battle Against Organized Retail Crime Target issues soft earnings forecast due to inventory, retail theft impacts |
May 24, 2023 |
America's AI Strategy
531
White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: The White House is looking to develop a national AI strategy Ford recalls over 175,000 vehicles due to seatbelt issue Abbott, other baby-formula makers see FTC probe over collusion - report |
May 24, 2023 |
Microvast Plunges on Canceled Grant Report
699
Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Plug Power scores three deals to supply electrolyzers in Europe Dollar Tree: Higher Store Traffic Levels Is One Potential Catalyst Farfetch extends post-earnings rally to +36% with U.S. and China businesses clicking Biden, McCarthy end meeting with no debt-ceiling deal, negotiations will continue Nasdaq, S&P, Dow end mixed with eyes on debt ceiling talks Tuesday's economic calendar |
May 23, 2023 |
Ford's Capital Markets Day With David Alton Clark - Bullishness Intact
687
Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.
Subscribe to David Alton Clark's The Winter Warrior Investor Follow David Alton Clark on Seeking Alpha Investing Expert episodes with transcripts |
May 22, 2023 |
Micron Drops in War Over Silicon
541
Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Wall Street Breakfast Survey Farfetch Q1 Earnings: Back To Growth Mode Exxon bought lithium drilling rights in Arkansas - WSJ Applied Materials, Lowe's added to Jefferies franchise picks list Volvo bags record order for 1000 electric trucks for Holcim Debt ceiling crisis: Biden and McCarthy set to meet on Monday Mediterranean restaurant chain CAVA files for $100M IPO Nasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocks Broadcom acquisition of VMware end date extended until Aug. 26 Monday's Economic calendar |
May 22, 2023 |
Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller
1224
The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: Subscribe to The Pragmatic Investor Subscribe to The Portfolio Architect Investing Experts with Transcripts Seeking Alpha Premium and PRO The Pragmatic Investor Podcast |
May 21, 2023 |
Catalyst Watch: Jobless Claims Review, Lowe’s Earnings Preview
895
Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Lowe’s Companies, Inc. The Home Depot, Inc. Initial jobless claims drop more than expected Fraud makes Thursday's jobless claims numbers 'literally unbelievable' Applied Materials, Lowe's added to Jefferies franchise picks list Tesla meeting: Elon Musk talks rough economy, advertising and new models Elon Musk is still bound to have Tesla tweets approved by a company attorney |
May 20, 2023 |
Disney Dumps $1B Florida Project
552
Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel Leading Indicators slip as expected in April, signaling recession by mid-2023 Veteran focused fixed income ETF is filed with the SEC Four Corners Property: Buy The Dip On This Restaurant REIT Sony eyeing partial spinout of financial services group Friday's Economic Calendar |
May 19, 2023 |
TikTok Ban in Montana
581
Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence Fuller PayPal exploring sale of Xoom - report Snowflake: The AI OpportunityTheranos founder Elizabeth Holmes to begin prison sentence on May 30 Prelude Therapeutics launches proposed public offering of up to $100M Paramount Global gains amid speculation could become activist target Thursday's Economic Calendar |
May 18, 2023 |
VivoPower Rises on Distribution Deal
601
Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Macro Quarterly Update Q2 2023 With Eric Basmajian ZoomInfo gains amid activist investor speculation with 13F filing ZoomInfo: Too Expensive To Consider Now IRS to roll out pilot program for free tax filing option in 2024 Wednesday's Economic Calendar |
May 17, 2023 |
13F Filings: Berkshire Takes New Stakes in COF, DEO
653
Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Wall Street Breakfast SurveyRelief rally for regional bank shares - Will it continue? Vodafone to slash 11,000 jobs as new CEO plans turnaround Wells Fargo reaches $1B class-action settlement over scandal recovery Macro Quarterly Update Q2 2023 With Eric Basmajian Horizon Therapeutics tumbles amid reports FTC preparing suit to block Amgen deal (update) Sports recruiting platform Signing Day files for $19M IPO Tuesday's Economic Calendar |
May 16, 2023 |
Vice Files Chapter 11
553
Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).
Our links: Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: CVS is said to shut down clinical trial business American innovator, Austin Russell to acquire majority stake in Forbes Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings Target earnings are coming - the bottom line is investors are nervous Netflix reportedly eyeing $300M cut to costs amid ongoing profit focus ETFs to Watch: Earnings due out from Home Depot, Cisco, Walmart and Deere Activist Engaged Capital to start proxy battle with Shake Shack - WSJ |
May 15, 2023 |
Inflation Metrics, Yield Curve Reliability And Staying Defensive With Eric Basmajian
1354
Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: Follow Eric Basmajian Subscribe to EPB Macro Research Seeking Alpha Investing Groups Seeking Alpha Premium and PRO |
May 14, 2023 |
The Week Ahead: AI Concerns & Space Opportunities
588
U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.
Our links: Wall Street Breakfast Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Links: Stocks to Watch Catalyst Watch Quick Dividend Stock Picks Home Depot Earnings Preview Walmart Earnings Preview |
May 14, 2023 |
Retail Sales, Walmart Earnings Preview
827
Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Catalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earnings CPI rises 0.4% in April, but eases Y/Y, supporting Fed pause scenario Used auto prices rebound in latest CPI print Dividend Corner: Is Walmart a good dividend stock pick amid recessionary fears? Famed investor Stan Druckenmiller sees hard landing coming (update) Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco, and more |
May 13, 2023 |
Musk Announces New Chief Twit, Tesla Rises
479
Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazard Peloton Is Ready For A New Look; Its Stock Is Not President Biden's debt-limit meeting with Congress leaders postponed U.S. judge strikes down federal law banning under 21s from buying handguns |
May 12, 2023 |
Polar Power Soars
585
Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Apple's Tap to Pay feature said to face fresh EU antitrust scrutiny Bitcoin: A New War Is Beginning Disney: Fiscal Q2 Earnings Miss And Subscriber Decline ACI Worldwide potential buyer still working on takeover - report |
May 11, 2023 |
April CPI Report Due
588
April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Famed investor Stan Druckenmiller sees hard landing coming (update) MVB Financial says Integrated Financial acquisition terminated 'Everything app:' Twitter launches new features, Carlson gives lift to content creators Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks Michael Kramer: Reading the Markets Investing Group on Seeking Alpha |
May 10, 2023 |
Palantir Technologies Stock Soars
626
Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Palantir Earnings: SBC Slowdown And Real GAAP Profits Yellen said to be reaching out to CEOs about U.S. debt ceiling Tesla breaks ground on lithium refinery in Texas 3D Systems slashes 6% of its corporate workforce in U.S. and Europe NYT receiving $100M as part of its expanded Google content deal - WSJ Julian Lin And Kirk Spano Unpack Mega Cap Tech Stocks |
May 09, 2023 |
Berkshire Hathaway Reports Q1 Earnings
646
'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett says Post-Fed the new market buzzword is SLOOS - here's what to know Catalyst Watch: CPI report, Icahn showdown and Spectrum Brands trial headline big week Activist Nelson Peltz said to be targeting Estee Lauder - report Lucid: Buyers Must Be Convinced Of Its Recession Resilience Take the Wall Street Breakfast Survey |
May 08, 2023 |
The Week Ahead: Disney Earnings, April Inflation
567
Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.
Our links: Wall Street Breakfast Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Links: Stocks to Watch Catalyst Watch Disney Earnings Preview |
May 07, 2023 |
Catalyst Watch: SLOOS, CPI, Disney Earnings Preview
937
Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Post-Fed the new market buzzword is SLOOS - here's what to know U.S. economy adds 253K jobs in April, unemployment drops to 3.4% Earnings Calendar The Walt Disney Company: Buckle Up For Big News Hollywood writers strike for first time since 2007, with streaming in focus Regional bank fears? Watch this key variable Entertainment stocks slide with Paramount serving as anchor |
May 06, 2023 |
Apple Rises on Q2 Results
604
Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy? FDIC set to propose assessment on larger banks to replenish insurance fund - report J&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update) Apple Q2: Another Solid Beat Apple Fiscal Q2 Earnings: Not Good Enough What happened during the White House meeting on artificial intelligence? |
May 05, 2023 |
PacWest Confirms Sale Talks
702
Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M deal Apollo-led group nears acquisition of Arconic for $30 a share - WSJ J&J talc bankruptcy judge pushes both sides into settlement talks Icahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update) United Airlines outlines aims to hire 50,000 workers by close of 2025 Mike Fay Investing Group leader of BlockChain Reaction PacWest Bancorp Plummets On Renewed Solvency Concerns |
May 04, 2023 |
Fed Decision Day, Then What?
614
Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: The Fed Is Set To Tighten The Screws Further On The Economy CVS Health closes acquisition of Oak Street Health Revlon emerges from Chapter 11 protection Biden said to be close to nominating Fed vice chair and governor White House calls a meeting of tech CEOs for AI safety measures Is the debt ceiling constitutional and has the U.S. ever defaulted? |
May 03, 2023 |
Yellen Warns U.S. Could Default on Debt Soon
673
U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: FDIC proposes changes to deposit insurance system in wake of bank failures How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel Hollywood writers strike for first time since 2007, with streaming in focus |
May 02, 2023 |
JPMorgan to Acquire First Republic Bank
578
First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Iveric Bio: ACP Advances As GATHER Results Continue To Impress Arm confidentially files for U.S. initial public offering Nornickel board recommends no dividend for first time since 2009 Will Apple, AMD earnings continue tech's 'so far, so good' results? Charlie Munger sounds warning on U.S. commercial property market Catalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap |
May 01, 2023 |
FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel
1406
JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: JD Henning's Value & Momentum Breakouts Investing Group Tracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts) Chaim Siegel's Fed Trader Investing Group How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel Seeking Alpha Investing Groups Seeking Alpha Premium and PRO |
Apr 30, 2023 |
The Week Ahead: Auto Updates & Apple Earnings
588
Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.
Our links: Wall Street Breakfast Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Links: Stocks to Watch Earnings Week Ahead Catalyst Watch Quick Dividend Stock Picks Apple’s Q2 Preview Kenvue IPO Update |
Apr 30, 2023 |
Catalyst Watch: FOMC Meeting, Apple Earnings Preview
874
Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Samsung, Apple lead another weak smartphone quarter Starbucks traffic on uptrend in 2023, analyses indicate U.S. Q1 GDP growth of 1.1% slows more than expected Should the Fed surprise the markets with a strategic pause? Meta shares surge as ad sales, outlook show strength |
Apr 29, 2023 |
Amazon, Pinterest, Snap
635
Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (SNAP) slides 17% as revenue slumps worse than expected (02:20).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Urgent rescue talks for First Republic: Will U.S. government get involved? First Republic Is Likely The Next Shoe To Drop Accenture to buy Einr AS, expanding logistics to Nordics Cannabis stocks jump as bipartisan SAFE banking bill reintroduced How to avoid having Big Tech dominate your technology portfolio Cannabis Investing Podcast |
Apr 28, 2023 |
Meta Platforms Soars
599
Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Tyson Foods to cut hundreds of corporate, senior leadership staff - report Nasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizes Mike Fay with BlockChain Reaction |
Apr 27, 2023 |
Big Tech: Alphabet, Microsoft
651
Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportunity' from AI (02:04). Ryanair (RYAAY) likely to cut schedule into summer - report (08:14).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Microsoft said to plan to close Activision deal despite FTC suit - report Binance.US pulls out of $1B Voyager deal, blames 'hostile' regulatory climate Carrier to buy Viessman's heating and cooling unit for $13.17B; shares slide Vera Bradley to cut about 25 corporate positions, appoint new CFO Investing Experts Podcast Microsoft Q3 Earnings Review: Solid Report, Valuation Premium Remains Unjustified - Sell by Ahan Vashi |
Apr 26, 2023 |
First Republic Stock Slides
580
First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery plant in the U.S (05:56). U.S. gasoline prices (UGA) may have hit summer season peak, GasBuddy says (07:39).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: First Republic (FRC) It's official: Biden launches 2024 re-election campaign CNN ousts morning anchor Don Lemon amid controversies (updated) Top host Tucker Carlson out at Fox News; Fox stock dips Carrier declines on report of $10B bid for Germany’s Viessmann Weight-loss drugmakers push for Medicare coverage Why did Rumble stock rise today? Tucker Carlson's on the market U.S. gasoline prices may have hit summer season peak, GasBuddy says Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut Alphabet earnings look: Watching the ad slowdown, layoffs - and AI General Electric beats Q1 top and bottom line estimates; updates FY23 outlook General Motors Non-GAAP EPS of $2.21 beats by $0.48, revenue of $39.99B beats by $610M VZ earnings preview: Eyes on subscriber count PepsiCo Non-GAAP EPS of $1.50 beats by $0.11, revenue of $17.85B beats by $580M UPS Non-GAAP EPS of $2.20 misses by $0.01, revenue of $22.9B misses by $80M |
Apr 25, 2023 |
Philips Rises, Revenue Beat
532
Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and are still going (01:56). Silver Lake to launch $2.42B public takeover offer for Software AG (STWRY) backed by Software AG Foundation (07:20).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Philips: A Massive Upside, I Say 'Buy' Johnson & Johnson to launch IPO roadshow for consumer health unit – WSJ Bed Bath & Beyond files for Chapter 11 bankruptcy (update) Catalyst watch: Earnings blitz, Mobileye lockup expiration and the new one-day VIX debut NBCUniversal CEO Jeff Shell leaves company after 'inappropriate relationship' |
Apr 24, 2023 |
Earnings Season, Skewed Growth Figures And Quant Ratings With Steven Cress
1198
Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navigate the market during earnings season (1:20), the overall earnings picture and why we're in for a lot of volatility (8:30), 5 stocks that are Quant Strong Buys (11:30) and, is a recession coming? (16:30) This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Notes: Steven Cress on Seeking Alpha Quant Ratings Top 5 Stocks For Earnings Season Seeking Alpha Investing Groups Seeking Alpha Premium and PRO |
Apr 23, 2023 |
The Week Ahead: Amazon Earnings & Bitcoin Potential
490
Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) has big potential in the weeks ahead, according to analysts. And, aside from an onslaught of earnings reports, this week there is plenty to keep an eye on in the healthcare sector.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show Links: Stocks to Watch Catalyst Watch Quick Dividend Stock Picks Amazon Earnings Preview Mario Leads the Box Office Bitcoin’s Big Potential |
Apr 23, 2023 |
Catalyst Watch: Q1 GDP, Amazon Earnings
738
Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May meeting (00:35). Investors should also look out for Q1 GDP. Seeking Alpha Associate News Editor, Kevin Curran says the earnings calendar is lit with tech giant Amazon (AMZN) and industrial giants like Caterpillar Inc (CAT). (03:49) Hot topic: Will big tech layoffs continue? (06:11)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Amazon earnings next week will include focus on job cuts, macro pressures and chip development |
Apr 22, 2023 |
Analysts Weigh AT&T Free Cash Flow
540
AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its market debut (04:07). Clorox (CLX) announces job cuts, joining a growing list of layoffs in 2023 (07:37).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Tesla reverses and hikes prices after months of cuts Cathie Wood puts a $2,000 price target on Tesla for 2027, driven by robotaxis AT&T: Free Cash Flow Freak Out T-Mobile US deal for Ryan Reynold's-backed Mint Mobile under DOJ review - report United Airlines outlines delays for Boeing deliveries Hasbro reportedly discussing sale of EOne studio back to founder |
Apr 21, 2023 |
Tesla Falls, Margin Miss
696
Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) Autoliv (ALV) invests in new airbag cushion plant to expand its footprint in Vietnam (03:29).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Tesla, Inc (TSLA) ESPN layoffs reported to start next week SeatGeek said to file confidentially for IPO - report Crypto clients are not to blame for Signature Bank collapse, NYDFS head says Mike Fay with BlockChain Reaction Catalyst Watch: Earnings season picks up steam, housing data due Amgen wins appeals court ruling in patent dispute over psoriasis drug Otezla Amgen Has Long-Term Staying Power |
Apr 20, 2023 |
Dominion, Fox News Settle Defamation Case
727
Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (02:11).Tesla (TSLA) cuts U.S. prices for sixth time this year ahead of Q1 results (07:08).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Walt Disney set to cut thousands of jobs next week - report Investing Experts Podcast: Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano Netflix earnings call: Password crackdown goes global; buybacks to increase Opendoor makes second round of layoffs as housing slump persists Meta reportedly ready to move on new round of job cuts Investing Experts Podcast: Julian Lin's Top Tech Picks Google reportedly launching its foldable phone in June, pushing Samsung |
Apr 19, 2023 |
Bellus Surges After GSK Reaches Deal
615
Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, building out consumer base (03:41). Meet the only electric vehicles that will qualify for the full U.S. tax credit (08:03).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Bellus Health: Building Momentum Around CALM, SOOTHE Studies Apple Card launches 4.15%-yield savings account with Goldman Sachs Florida's DeSantis ramps more threats against Disney over tax-district scuffle Court overturns Berkeley's first-in-the-U.S. ban on natural gas Chevron showcases renewable gas blend as alternative to electric vehicles |
Apr 18, 2023 |
Merck Agrees To Acquire Prometheus
629
Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01:47). Panasonic (PCRFF) to build its third EV battery plant in the US, Oklahoma this time (09:02).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Merck & Co., Inc. Is Getting Healthier After Tesla, rival Xpeng to cut costs in China with new vehicle manufacturing platform Best Buy to cut staff across the country - report Chia Network, crypto blockchain developer, files confidentially for IPO Sega Sammy reportedly close to deal for 'Angry Birds' maker Rovio Teck approached by Vale, Anglo American, Freeport McMoRan to explore deals - report Catalyst Watch: Earnings season picks up steam, housing data due |
Apr 17, 2023 |
Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
980
Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sector (4:50), Charles Schwab (SCHW) absorbing TD Ameritrade is a big deal nobody's talking about (8:15), Compelling investments in energy sector (12:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Kirk Spano on Seeking Alpha Margin of Safety Investing Dilution And M&A Coming To Banks How To Avoid Losing Money Through The Volatility Seeking Alpha Investing Groups Seeking Alpha Premium and PRO |
Apr 16, 2023 |
The Week Ahead: Transportation Updates & California Solar
478
The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.
Tesla (NASDAQ:TSLA) expected to post updates, amid ongoing price wars in the electric vehicle industry. And, California is launching major changes in how solar energy is measured. Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4594230-stocks-to-watch-eyes-on-the-health-of-financials-housing-sector Catalyst Watch: https://seekingalpha.com/news/3956620-catalyst-watch-earnings-season-picks-up-steam-housing-data-due?hasComeFromMpArticle=false Earnings Week Ahead: https://seekingalpha.com/news/3956682-earnings-week-ahead-tesla-att-charles-schwab-netflix-and-more?hasComeFromMpArticle=false Tesla Expands Price Cuts: https://seekingalpha.com/news/3956519-tesla-expands-its-price-cut-to-europe-singapore-and-israel California Solar Energy: https://seekingalpha.com/news/3956760-california-cuts-home-solar-incentives-but-analyst-sees-installations-staying-strong |
Apr 16, 2023 |
Catalyst Watch: Housing Indicators, Tesla Earnings
741
Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says investors can expect the latest housing indicators in the week ahead (00:37). You should also look out for more on bank earnings as well as earnings from Tesla (TSLA) and Netflix (NFLX). (02:21) Hot topic: Josh Harris is buying the NFL's Washington Commanders for a record $6B (06:24).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports Tesla expands its price cut to Europe, Singapore, and Israel Tesla to cut prices in Hong Kong by nearly double digit percentages - report Tesla could continue cutting prices, analysts advise Tesla cuts prices on all U.S. models |
Apr 15, 2023 |
Bank Earnings On Tap
603
Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M settlement over kickback allegations (04:44). NY-based menswear brand Bonobos bought by Express (EXPR) and WHP from Walmart (WMT) for $75M (05:30).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Wells Fargo reportedly scheduled to meet OCC staff at end-week WeWork venture said to default on $240M loan for San Francisco office building Oracle's NetSuite unit tells employees to return to office Psychedelic mushroom producer First Person updates IPO terms DAVIDsTEA to voluntarily delist from Nasdaq after April 14 market close Apollo co-founder Harris to buy NFL's Commanders for record $6B - reports Europe creates task force to look into OpenAI's ChatGPT Express Is Now Basically A Long-Dated Call Option Express, Inc: A Very Unsafe Bet With A Silver Lining |
Apr 14, 2023 |
Consumer Inflation Eases, Core Remains Hot
623
Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) sells most of its remaining Alibaba (BABA) stake amid decline in its technology investment, limiting China exposure (02:34). Newly public Alliance Entertainment (AENT) files for Nasdaq uplisting, offering (08:51).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Crude oil jumps after Granholm says U.S. could start to refill reserve this year Mike Fay, BlockChain Reaction: CleanSpark: Production Growth Is On Track 3M’s healthcare spinoff may not stay in Minnesota, Star Tribune reports So long, HBO name: WBD goes for 'Max' power in merged streaming service IBM exploring sale of its weather business - report Broadcom slips as European agency sends 'statement of objections' over VMware deal Tesla to cut prices in Hong Kong by nearly double digit percentages - report US GoldMining updates terms for proposed $20M US IPO |
Apr 13, 2023 |
CPI Day
619
March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Fargo (WFC): ‘Expect a 10% correction in the next 3-6 mos.’ (02:21) Emerson Electric (EMR) near deal to acquire National Instruments (NATI) for $60/share- report (07:28).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Investing Experts Podcast with Julian Lin: Top Tech Picks Twitter is roughly breaking even, says Elon Musk US banks to bolster reserves after shoring up First Republic - report Movie screen maker Strong Global downsizes proposed IPO to $8M Walmart to close four Chicago stores amid mounting losses Google to drop COVID vaccine rule to enter company buildings WhatsApp turns on merchant chat payments in Brazil |
Apr 12, 2023 |
Alibaba Unveils New AI Product
580
Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bitcoin (BTC-USD) crosses $30,000 to hit 10-month high as investors increasingly bet on Fed pause (01:18). South Korea bills Google (GOOG) (GOOGL) a $32M fine for blocking rival's video games (03:35).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Global PC shipments fall 29% in Q1, growth expected after 2023 Virgin Orbit gets Nasdaq delisting notice after filing for bankruptcy Amazon charging fees for UPS returns in cost-cutting move - report China luxury car importer Cheetah Net files for $12M US IPO TypTap Insurance, a unit of HCI Group, pulls $100M IPO plans UnitedHealth expands in primary care with Crystal Run acquisition UnitedHealth Group: May Seem Overvalued But Significant Upside Still Ahead |
Apr 11, 2023 |
New Tesla Factory in Shanghai
441
Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple (AAPL) and app developers over bogus Ernie bot apps - report (03:38). Emirates Telecom to buy 50% of Uber's (UBER) Careem super app for $400M (04:07).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Sen. Elizabeth Warren, others request DOJ probe of Warner Bros. Discovery deal Samsung Electronics to cut memory chip output by 'meaningful' level Premier cancer research event, AACR is starting this week; Here is what to expect Catalyst Watch: Eyes on inflation data, big bank earnings The March Jobs Report Is Just Right |
Apr 10, 2023 |
The Week Ahead: CPI Report, Tesla Price Cuts
450
The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts prices on all US models. The new Super Mario Bros. (CMCSA) film is looking to hit big on its opening weekend.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.\ Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4592955-stocks-to-watch-inflation-data-bank-earnings-on-deck Catalyst Watch: https://seekingalpha.com/news/3955188-catalyst-watch-eyes-on-inflation-data-big-bank-earnings?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link Box Office: https://seekingalpha.com/news/3955171-game-on-mario-bros-aim-for-125m-at-holiday-box-office?hasComeFromMpArticle=false&source=content_type%253Areact%257Csection%253Amain_content%257Cbutton%253Abody_link Tesla Price Cuts: https://seekingalpha.com/news/3955182-tesla-cuts-prices-on-all-us-models |
Apr 09, 2023 |
In-Line Payrolls Indicate Fed's One Last Hurrah
1075
The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week. Seeking Alpha Director of News Jerry Kronenberg joins Kim Khan to break down the bond and futures action and what this means for a data-dependent Federal Reserve.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Nonfarm payrolls growth cools in March, but unemployment rate tightens to 3.5% |
Apr 07, 2023 |
FedEx to Consolidate Operations
631
FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples total workforce at Austin gigafactory (05:29). Amazon (AMZN) eyes reduced stock awards for employees - report (06:03).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Bed Bath & Beyond stock slumps despite $120M merchandise agreement Mike Fay: Ethereum Staking With Lido Finance: The Shanghai Catalyst Tattooed Chef receives noncompliance letter from Nasdaq Tattooed Chef: 3 Reasons To Avoid This Cash Incinerator Disney changes streaming heads; Perlmutter speaks out on firing Pan American Silver transferring listing of common shares to NYSE from NASDAQMalaysia's VCI Global reportedly postpones downsized $8M US IPO |
Apr 06, 2023 |
Digital World Drops Amid Trump’s Arraignment
627
Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:55). J&J (JNJ) unit refiles for bankruptcy over talc litigation; offers to pay $8.9B (01:46). Walmart (WMT) aims to have about 65% of its stores serviced by automation by 2026 end (06:39).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Granite secures ~$126M contract to relocate U.S. Marines from Japan Compass Minerals cuts 16% of workforce in restructuring Seeking Alpha CMP Warning Exxon expects up to $1.8B lower Q1 profit from lower oil and gas prices Johnson & Johnson: A Huge Opportunity In A Blue-Chip Dividend King Johnson & Johnson: Still One Of The More Expensive Pharmaceutical Companies 2 Under The Radar Stocks Favored By Quant Zachary Marx, CFA |
Apr 05, 2023 |
Virgin Orbit Crashes into Bankruptcy
612
Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are Bob Iger and Ron DeSantis at odds? It's a long story. (02:02) A Twitter logo change sends DogeCoin soaring and apes rejoice even as AMC stock slumps. (03:35)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Disney: Why I'm betting on Bob Iger Seeking Alpha VORB warning |
Apr 04, 2023 |
OPEC+ Output Cut
517
McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces surprise oil production cut. (02:10) World Wrestling (WWE) Entertainment reportedly close to sale to Endeavor (EDR). (05:29)
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Invest Heroes: McDonald's: It Is Not Interesting Yet Catalyst watch: Tesla deliveries, Walmart event and jobs report headline big week Tesla tops deliveries expectations with 422,875 cars moved in Q1 XPeng announces vehicle delivery of 7,002 in March FTX's European arm sets up website to unlock users' funds Colin Tedards: Ranking The WWE Buyout Options |
Apr 03, 2023 |
The Week Ahead: March Jobs Report & Auto Sales
548
The March jobs report will be the most watched news of the week. The first few days of April will see a major focus on auto sales and deliveries numbers, with reports from General Motors (GM), Toyota (TM) and Tesla (TSLA). And, Netflix (NASDAQ:NFLX) is reportedly scaling back movie development.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4591597-stocks-to-watch-counting-cars-time-for-tesla-rivian-gm-ford-and-nio Catalyst Watch: https://seekingalpha.com/news/3953276-catalyst-watch-tesla-deliveries-walmart-event-and-jobs-report-headline-big-week?hasComeFromMpArticle=false Quick Dividend Stock Picks: https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false Box Office Preview: https://seekingalpha.com/news/3953358-dungeons-dragons-takes-its-game-to-the-movie-theaters?hasComeFromMpArticle=false Netflix Scaling Back Movies: https://seekingalpha.com/news/3953150-netflix-reportedly-scaling-back-movie-development-amid-restructuring |
Apr 02, 2023 |
Catalyst Watch: Nonfarm Payrolls, Constellation Brands
587
Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the big topic of the week, nonfarm payrolls (00:32). Seeking Alpha Associate News Editor, Kevin Curran says expect Levi Strauss & Co. (LEVI) and Constellation Brands, Inc. (STZ) to report earnings next week (03:07). A hot topic this weekend is March Madness. Is your bracket busted? (05:07) Finally, look out for a new survey in Monday’s Wall Street Breakfast newsletter.
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: Constellation Brands to use content studio partnership to promote wines Levi’s likely to miss Q1 earnings expectations, UBS says |
Apr 01, 2023 |
Virgin Orbit Slumps, Workforce Cuts
557
Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (00:42) Why did EVgo (EVGO) stock surge on Thursday? Stronger than expected earnings, upbeat outlook (02:07). Tesla (TSLA) reportedly eyeing US-based battery plant alongside CATL (03:45).
Our links: Wall Street Breakfast: Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Wall Street Breakfast on Twitter Show links: EVgo Q4 Earnings: Not An Exciting Quarter Stone Fox Capital Trump indicted, calls case 'witch hunt'; Trump SPAC DWAC jumps (updated) Sam Bankman-Fried pleads not guilty to latest batches of charges Wells Fargo fined $97M for breaking U.S. sanctions rules |
Mar 31, 2023 |
National CineMedia in Talks with Lenders
665
National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) announces 13% workforce reduction plan to reduce operating costs (02:00). Coinbase (COIN) said to be in talks with regulators to stay in Canada (05:38).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Macrotips Trading: National CineMedia: From Bad To Worse Mike Fay: https://seekingalpha.com/author/mike-fay Arbitrum Airdrop: Strong Network Metrics, Weak Token Economics Coinbase said to be in talks with regulators to stay in Canada CommScope investing $47M to expand fiber-optic cable production Electronic Arts to cut 6% of workforce, take $170M-$200M in charges Wolverine World Wide cuts jobs in UK as it streamlines Sweaty Betty mCloud Technologies receives non-compliance notice from Nasdaq Apple says annual developer conference will start June 5 |
Mar 30, 2023 |
Biomea Climbs on Diabetes Drug Data
678
Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (UBS) CEO to guide Credit Suisse (CS) deal (01:45). AMC (AMC) jumps on report Amazon (AMZN) exploring potential acquisition (updated) (06:40).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Brad Thomas: https://seekingalpha.com/author/brad-thomas Investing Experts podcast with Brad Thomas VICI Properties: https://seekingalpha.com/symbol/VICI Microsoft debuts new AI chatbot for cybersecurity needs Lucid reportedly plans to lay off nearly 1300 workers Lucid Group: Not Healthy, But Has A Few Ways To Cheat Death Apple rolls out new Buy Now, Pay Later option in U.S. N-able jumps 8% on addition to SmallCap 600 index Chinese edtech NetClass files for proposed $17M US IPO Skincare products developer CoLabs files for proposed $6M IPO Nike opens Jordan brand store in Japan |
Mar 29, 2023 |
Disney Job Cuts
543
Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) and CEO Changpeng Zhao sued by CFTC over regulatory breaches (update) (03:41). Alibaba (BABA) to break up into six units which may pursue individual IPOs: Report (06:27).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Lyft picks board member David Risher to be new CEO Cigna, Humana accused of price fixing in Ohio – WSJ Forum Energy wins $25M contract to provide desalter systems to Saudi Aramco Full impact of Federal Reserve's tightening still being learned, Fed's Jefferson says Berkshire Hathaway hikes Occidental Petroleum stake after new purchases Disney: It's Bob Iger Vs. Hollywood Berkshire Grey: https://seekingalpha.com/symbol/BGRY |
Mar 28, 2023 |
First Citizens Buys SVB
638
FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds Apple's (AAPL) 'symbiotic' relationship with China. (06:06) Curaleaf (CURLF) delays release of Q4, 2022 financial results (07:15).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: WSB Survey Musk offers Twitter employees stock grants based on $20B valuation Seeking Alpha’s CashFlow Hunter predicted SIVB’s implosion. Here’s what he expects next Microsoft's chances of closing Activision deal raised to 70% from 50% at Citi Wellness services provider Nava Health MD pulls plans for $8M IPO WWE receives $17.4M from McMahon for investigation costs Carnival Corporation: Improved, But Not Enough Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab? CashFlow Hunter: SVB Financial: Blow Up Risk |
Mar 27, 2023 |
The Week Ahead: Apple’s Theatre Push and Lululemon
534
Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to report earnings this week. And, Dollar General (DG) faces fines of more than $1million over price inaccuracies.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4590000-stocks-to-watch-bright-lights-on-big-banks Catalyst Watch: https://seekingalpha.com/news/3951028-catalyst-watch-eyes-on-deutsche-bank-intel-virgin-orbit-and-the-feds-favorite-inflation-gauge Quick Dividend Stock Picks: https://seekingalpha.com/dividends/dividend-quick-picks?hasComeFromMpArticle=false Apple’s Movie Goals: https://seekingalpha.com/news/3950364-apple-looking-to-spend-1b-a-year-to-release-movies-in-theaters?hasComeFromMpArticle=false |
Mar 26, 2023 |
Catalyst Watch: Fed Speakers, Video Rental Nostalgia
898
Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the topics Fed speakers will discuss following the FOMC meeting (00:32). Seeking Alpha Associate News Editor, Kevin Curran tells us all eyes will be on Micron Technology, Inc. (MU) and Lululemon Athletica, Inc. (LULU) for their earnings reports (05:02). A hot topic this week was a report that the Blockbuster website is back online. What impact, if any, would the return of a brick-and-mortar video store have on streaming companies like Netflix (NFLX)?(07:23) Finally, do you think the banking crisis is contained? Look out for that survey question in Monday’s Wall Street Breakfast newsletter.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Micron stock climbs 5% as anticipation for memory chipmaker's results grows Lululemon bulls call out attractive entry point ahead of earnings next week Citi expects Lululemon stock to pop post earnings Traders boost bets that Federal Reserve will cut policy rate in June |
Mar 25, 2023 |
Yellen: U.S. Prepared to Take More Actions
590
U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche Bank (DB) shares tumble as cost of default insurance spikes (02:03). TikTok (BDNCE) CEO defends 'American data stored on American soil' in House hearing (07:00).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: SEC warns of 'significant' risk of loss for crypto investors U.S. oil reserve refill could take 'a few years,' energy secretary says Accenture to lay off 19,000 people in cost cutting effort Deep Tech Insights: Accenture: Undervalued Intrinsically With Huge Cloud Tailwinds JPMorgan, Citigroup said to warn staff not to solicit client business from stressed banks Hyundai, Kia recall 570K vehicles due to fire risk, NHTSA says Boeing Starliner crewed flight delayed again, NASA says Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab? CashFlow Hunter: SVB Financial: Blow Up Risk |
Mar 24, 2023 |
Federal Reserve: Rate Hike, ‘Additional Policy Firming’
603
Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC warns of potential charges. (04:46) J&J (JNJ) turns to Supreme Court to OK unit bankruptcy plan for talc lawsuits - report (07:34).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Janet Yellen says not weighing covering all uninsured bank deposits Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay Bitcoin erases week's gains as Fed's inflation fight rumbles on U.S. bond investors look to sue Swiss over $17B Credit Suisse debt writeoff - report SEC sues Tron founder Justin Sun for fraud; Lindsay Lohan, Jake Paul among those charged Toshiba board agrees to accept $15.3B buyout proposal from a Japanese consortium Virgin Orbit Holdings: https://seekingalpha.com/symbol/VORB Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab? CashFlow Hunter: SVB Financial: Blow Up Risk |
Mar 23, 2023 |
Federal Reserve: Hike or Not
604
Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (GME) soars 31% after the retailer records a surprise Q4 profit (03:49). Credit Suisse (CS) staff deferred bonuses to be suspended as ordered by Swiss Federal council (07:46).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Bill Ackman and Elon Musk among the doves ahead of Fed interest rate decision Should the FDIC deposit insurance cap be kept, waived or raised? SVB Financial says FDIC took 'improper actions' to cut it off from cash - report GameStop soars 31% after the retailer records a surprise Q4 profit Eli Lilly experiencing shortages of diabetes med Trulicity Investing Experts Podcast: What's Next After Silicon Valley Bank Implosion, With CashFlow Hunter CashFlow Hunter: Silicon Valley Bank Fallout: Opportunity In Schwab? CashFlow Hunter: SVB Financial: Blow Up Risk |
Mar 22, 2023 |
First Republic Recovery?
637
First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein to proceed (04:19). Ferrari (RACE) discloses a cybersecurity incident regarding client data (04:57).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Wall Street Breakfast Survey Amazon cuts 9,000 jobs — and more layoffs could be coming Marcel Knoop: Amazon: Breaking Up The Company From An Accounting Standpoint California to empower oil company watchdog to monitor gasoline prices Baxter biopharma solutions unit seeing interest from Thermo Fisher, Celltrion - report Cortigent, developer of human vision restoration devices, files for $17M IPO Judge allows suits over JPMorgan, Deutsche Bank ties with Epstein to proceed Florida Governor Ron DeSantis calls for ban on CBDC CashFlow Hunter: SVB Financial: Blow Up Risk All-In Podcast: https://youtu.be/yYwfiqYocc0 |
Mar 21, 2023 |
UBS Acquires Credit Suisse
607
UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks press FDIC to insure all deposits over next two years - Bloomberg (07:57). Warren Buffett (BRK.B) talking to Biden administration on the banking crisis - report (07:07).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Credit Suisse, UBS tumble in premarket trading after emergency rescue NY Community Bancorp unit agrees to buy Signature Bank deposits, some loans Bed Bath & Beyond holds special meeting to seek approval for reverse share split, stock down 9% CashFlow Hunter: SVB Financial: Blow Up Risk All-In Podcast: https://www.youtube.com/watch?v=yYwfiqYocc0 |
Mar 20, 2023 |
The Week Ahead: Fed Meeting, AI 'Megatrend'
469
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected to post its fiscal third quarter update. And, NVIDIA (NVDA) will present its latest advancements in AI this week, and analysts say the megatrend is becoming harder to ignore.
Our links: Wall Street Breakfast: seekingalpha.com/wsbSeeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4588490-stocks-to-watch-all-eyes-on-the-federal-reserve Catalyst Watch: https://seekingalpha.com/news/3931946-catalyst-watch-google-talks-ai-nordstrom-drama-and-canada-goose-event?hasComeFromMpArticle=false Earnings Week Ahead: https://seekingalpha.com/news/3948534-earnings-week-ahead-nike-chewy-general-mills-gamestop-and-more Morgan Stanley Upgrades on AI 'Megatrend’: https://seekingalpha.com/news/3948465-nvidia-stock-rises-morgan-stanley-upgrades-ai-megatrend?hasComeFromMpArticle=false |
Mar 19, 2023 |
Catalyst Watch: FOMC Meeting
785
Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains what could result from the FOMC meeting on March 21, 22, following the recent events surrounding Silicon Valley Bank (SIVB), Signature Bank (SBNY) and First Republic Bank (FRC) (00:37). Kevin gives an earnings and conference preview (03:41). He says to look for reports from Foot Locker (FL) and Nike (NKE) (05:13). In addition, Nvidia (NVDA) is hosting a conference and one of the major topics is AI. Finally, in light of the banking crisis, will the Fed hold? Look out for our survey in Monday’s Wall Street Breakfast newsletter.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: The Honest Company: https://seekingalpha.com/symbol/HNST Expectations tilt firmly towards 25 bp Fed hike, spurred by bank crisis, ECB decision |
Mar 18, 2023 |
First Republic Bank: Bank Support, Suspends Dividend
692
First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX) stock flies higher as cost-saving efforts bear fruit (03:04). TikTok (BDNCE) said in talks with potential buyers as U.S. pushes for possible ban - report (05:10).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Google to boost price of YouTube TV amid rising content costs Warren Buffett’s Berkshire Hathaway adds more Occidental shares, boosting its stake to 23.1% Virgin Orbit reportedly in talks about potential buyout CashFlow Hunter: SVB Financial: Blow Up Risk MacroTips Trading: National CineMedia: From Bad To Worse Credit Suisse: https://seekingalpha.com/symbol/CS |
Mar 17, 2023 |
Credit Suisse Secures Loan
684
Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). First Republic Bank (FRC) gains on report it's evaluating options including a sale (02:22). Virgin Orbit (VORB) plunges on report it's furloughing employees as it seeks funding lifeline (02:40).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: First Republic Bank gains on report it's evaluating options including a sale Mike Fay, BlockChain Reaction: Bitcoin: 10 Years Since Cyprus SVB, Signature Bank bid deadline set for Friday by FDIC - Reuters CashFlow Hunter: SVB Financial: Blow Up Risk Apple supplier, Foxconn to debut manufacturing AirPods at a $200M factory in Telangana Robinhood COO Gretchen Howard to leave at 2023 end - filing Boeing estimates aircraft financing will reach pre-pandemic levels this year |
Mar 16, 2023 |
DOJ, SEC Investigating SVB Collapse
601
Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47). TikTok said to consider splitting from ByteDance (BDNCE) if it can't reach U.S. agreement (02:43). Credit Suisse (CS) stock plunges to record low as top investor rules out further support.(06:25)
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Facebook parent Meta Platforms slashes another 10,000 jobs SVB Financial confirms that Goldman was buyer of underwater securities last week Fed to consider tough rules for midsize banks following SVB failure- report DOJ was probing Signature Bank's work with crypto clients ahead of collapse - report Apple said to delay bonuses for some staff, freeze hiring over cost scrutiny Univar jumps after Apollo Global agrees to acquire for $8.1B (update) Tyson Foods set to lay off 1,700 employees, close two plants Boxed plunges after saying it's evaluating potential bankruptcy filing, other options Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress Modine Manufacturing Company: https://seekingalpha.com/symbol/MOD |
Mar 15, 2023 |
Report: Another Auction of SVB
623
FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS) discloses 'material weakness' in reporting procedures (04:23). CPI watch: All eyes on inflation data for clues on Fed rate hike path (03:15).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Federal Reserve to review its oversight of Silicon Valley Bank, led by Michael Barr Netflix said to be considering alternatives for ad operations IP Banking Research: Credit Suisse: I Am Selling (Rating Downgrade) Amgen facing class action suit over owing more than $10B in back taxes and penalties Boeing is said to be close to selling almost 80 Dreamliners to two Saudi airlines Uber, Lyft and DASH notched higher as California court classifies drivers as contractors SurveyMonkey parent Momentive to be taken private in deal valuing it at ~$1.5B WSB Survey, Favorite Wall Street Movie?: https://forms.gle/7eUdiDvXxPNVGYpT6 |
Mar 14, 2023 |
SVB Depositors to Have Access to Funds
553
Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve creates lending facility for banks.(01:35) Signature Bank (SBNY) taken over by New York Department of Financial Services (01:07).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: First Republic gets liquidity support from Federal Reserve, JPMorgan Chase HSBC acquires Silicon Valley Bank UK for £1 Cash Flow Hunter: SVB Financial: Blow Up Risk Coinbase had $240M cash balance at Signature Bank, expects full recovery Etsy sellers impacted by collapse of Silicon Valley Bank - reports RAPT Therapeutics, Repare Therapeutics among biotechs to disclose exposure to Silicon Valley Bank All-In Podcast: https://www.youtube.com/watch?v=CEee7dAk25c Bill Ackman says more banks will fail, but now have government 'roadmap' to manage them' Everything Everywhere' strikes blow for indie filmmaking at Oscars March Madness is here - time to buy or fade sports betting stocks? |
Mar 13, 2023 |
The Week Ahead: Feb CPI, FedEx Earnings
564
The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Bank (NASDAQ:SIVB) meltdown, while investors remain wary over a possible contagion effect. And, the upcoming Fedex (FDX) earnings report could offer some insight into the state of the U.S. economy.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4586598-stocks-to-watch-investors-prep-for-cpi-nail-biter-earnings-reports-from-fedex-xpeng-and-dollar-general Catalyst Watch: https://seekingalpha.com/news/3946540-catalyst-watch-microsoft-ramps-up-ai-talk-fedex-earnings-and-voting-drama-with-amc-entertainment-ritchie-bros Earnings Week Ahead: https://seekingalpha.com/news/3946443-earnings-week-ahead-adobe-fedex-lennar-xpeng-dollar-general-and-more Microsoft and AI: https://seekingalpha.com/article/4584581-breaking-down-generative-ai-microsoft-music-plays-elsewhere-than-in-search |
Mar 12, 2023 |
Catalyst Watch: CPI, Silicon Valley Bank Contagion
901
Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week featuring CPI (00:32). Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview (02:13). He says to look for reports from Adobe (ADBE), FedEx (FDX) and Dollar General (DG). In addition, the hosts discuss whether Silicon Valley Bank (SIVB) will get a bailout and the impact the news is having on other banks (04:02). Finally, Kim wants to know, what is your favorite Wall Street movie (10:01)?
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: SVB Financial's attempts to raise capital failed; in talks for sale - report Nonfarm payrolls growth stronger than expected; unemployment rises to 3.6% Charles Schwab stock selloff deepens; Morgan Stanley calls it overdone |
Mar 11, 2023 |
Silicon Valley Bank Plunges
582
SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease from January's blowout number (02:52). Biden's budget proposal seeks to increase taxes on rich, boost spending, cut deficit (03:48).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: SVB Financial Group: https://seekingalpha.com/symbol/SIVB Fed is creating team of experts to keep track of crypto developments, Barr says SEC makes Blackbaud pay $3M for misleading about 2020 cyberattack PishPosh postpones $9M IPO, two days after shares were priced |
Mar 10, 2023 |
Credit Suisse Delays Annual Report
590
Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Capital (SI) to wind down operations, liquidate Silvergate Bank (01:54). Walgreens' (WBA) $54M contract with California to be canceled over abortion pill access (05:27).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay Boeing will see stronger oversight from Federal Aviation Administration BHP to bypass lithium while maintaining focus on copper, nickel BHP Group: Future Looks Good, But The Stock Is Not Yet A Buy WWE sheds loss amid report it's pursuing legal betting on scripted matches |
Mar 09, 2023 |
Market Braces for Powell's Return
623
S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unveil bill to rein in TikTok (BDNCE), 'adversarial' tech (06:49). Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B) buys another 5.8M Occidental (OXY) shares (08:34).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: WW International, Inc. https://seekingalpha.com/symbol/WW Not All Growth Stocks Are Dead With Austin Hankwitz (Cash Flow Freaks) SoFi sues Biden administration seeking to end student loan payment pause SoFi: Banking Its Way To GAAP Profitability Sohn dropping unsuccessful 16-month bid to join FCC WeWork said to be in talks to overhaul over $3B of debt, raise more cash |
Mar 08, 2023 |
Powell Begins 2-Day Testimony
525
Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Platforms (META) is reportedly ready to cut thousands more jobs as soon as this week (01:59). Why did Spirit Airlines (SAVE) stock slide on Monday? JetBlue (JBLU) deal looks potentially doomed (02:33).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Google prepares workers for fewer senior promotions - report GOOG Vs. GOOGL Stock: 2 Ways To Buy Alphabet, One Of Them Is Always Better Paramount exploring selling control of BET media assets; Perry expresses interest (updated) WW buying telehealth provider Sequence; provides easier access to obesity drugs Amazon self-driving unit Zoox faces safety probe |
Mar 07, 2023 |
Bill to Ban Senior Federal Officials from Stock Trading
514
Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cuts? Amazon (AMZN) is shuttering Go stores after HQ2 construction halt. Tesla (TSLA) slashes U.S. Model S and Model X prices to surge consumer demand.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Norfolk Southern says second derailed train in Ohio contains no toxins DocuSign: Lots Of Potential In An Expensive Stock; Taking A Wait-And-See Approach More cost cuts? Amazon is shuttering Go stores after HQ2 construction halt Tesla slashes U.S. Model S and Model X prices to surge consumer demand Airbnb cuts 30% of recruiting staff (update) Johnson & Johnson's Stelara demonstrates long-term efficacy in Crohn's disease |
Mar 06, 2023 |
The Week Ahead: Jobs Report, New NBA Deal
624
The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA is rolling toward a new multiyear deal for rights to its games, putting pressure on ESPN (NYSE:DIS) and Turner (NASDAQ:WBD). Tesla's (NASDAQ:TSLA) bid to be the world's largest automaker could get a boost from its new massive Mexico Gigafactory.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links: Stocks to Watch: https://seekingalpha.com/article/4584452-stocks-to-watch-jobs-report-drama-could-flip-the-script-for-investors Catalyst Watch: https://seekingalpha.com/news/3944067-catalyst-watch-general-electric-apple-chevron-black-knight-and-ethereum-in-the-spotlight NBA Seeks New Rightsholder: https://seekingalpha.com/news/3944191-espn-turner-and-media-names-get-ready-to-pay-dearly-in-new-nba-deal Tesla’s new Mexico factory: https://seekingalpha.com/news/3943819-teslas-bid-to-be-the-worlds-largest-automaker-could-get-a-boost-from-huge-mexico-gigafactory |
Mar 05, 2023 |
Catalyst Watch: Non Farm Payrolls, TikTok Ban?
933
Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including what to expect in the non farm payrolls report and why the report is a week later than usual. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says the season is slowing but look out for reports from DocuSign (DOCU) and JD.com, Inc (JD). In addition, the hosts discuss recent TikTok (BDNCE) headlines including a ban from federal devices. Is this politics at play and which social media company could benefit from a total U.S. ban? Finally, Kim wants to know, Which S&P sector do you believe will be the best performer in 2023?
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Pressure on TikTok intensifies as EU looks to ban federal usage White House declares 30 days timeline to get rid of TikTok app from federal devices |
Mar 04, 2023 |
Ericsson Paying $207M Fine
606
Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCOF) said to build $700M iPhone plant in India in shift from China. S&P, Nasdaq, Dow futures edge up as yields retreat.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Sprouts Farmers Market: A Peter Lynch Story Why did Silvergate (SI) tank? Stock hits record low on potential going concern risk. Parkland nixes planned renewable diesel project, citing U.S. law Norfolk Southern and other big railroads will join the FRA 'close call' program HPE buys Israeli cloud security firm Axis Security Vegan fast-food chain Odd Burger files for Nasdaq uplisting, $12M offering Better Choice lays off 25% of its workforceCiti said to cut less than 1% of workforce, with investment-banking staff targeted ESPN looking to help users find sports streams - even on its rivals, report says |
Mar 03, 2023 |
Biden Set to Veto Anti-ESG Investing Bill
726
Biden's first veto set to counter anti-ESG investing bill. Salesforce (CRM) shares climb as earnings outlook, results suggest more strength ahead. Tesla's (TSLA) new master plan includes next-gen EV platform, leading Earth's path to a sustainable economy.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Silvergate sinks 32% as annual report filing delayed amid higher losses, regulatory probe Lithium Americas can start digging at Thacker Pass, appeals court denies injunction Crypto exchange Kraken said to stop using Signature Bank for dollar deposits, withdrawals Microsoft-Activision review gets two more weeks from Europe watchdog Mike Fay: https://seekingalpha.com/author/mike-fay Eli Lilly slashes insulin prices by 70%, places $35 monthly out-of-pocket cap Eli Lilly Is Still Overvalued But Should Be On Your Watchlist |
Mar 02, 2023 |
Tesla Investor Day Preview
561
Tesla (TSLA) Investor Day preview: Are cheaper electric vehicles part of the master plan? General Motors (GM) cuts jobs despite pledges to the contrary. FTX's (FTT-USD) Singh to plead guilty to fraud charges; SEC, CFTC file separate complaints (update).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Goldman Sachs said to be open to hiring staff for digital assets group Goldman is said to evaluate sale of GreenSky - report Chinese medical device maker MED EIBY files for $20M US IPO Eric Basmajian: https://seekingalpha.com/author/eric-basmajian Investing Experts Podcast: The Macro Update (Q1 2023) With Eric Basmajian (EPB Macro Research) |
Mar 01, 2023 |
SCOTUS: Biden Student Loan Forgiveness Plan
489
Supreme Court to hear case on Biden's student loan forgiveness plan. Ron DeSantis puts Disney's (DIS) special Florida district under state control. Altria (MO) is reportedly in a deal for vaping brand NJOY (updated).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Plaintiffs ask for emergency injunction for Thacker Pass lithium mine before digging starts US GoldMining, a unit of Canada's GoldMining, files for $20M US IPO Snap launching 'My AI' chatbot for subscribers Meta Platforms building 'top-level' product group focused on AI, Zuckerberg says Palantir job cuts to hit 2% of workforce Poll: What do you think about a 4-day trading week? |
Feb 28, 2023 |
Pfizer Reportedly in Talks to Acquire Seagen
422
Pfizer (PFE) reportedly in early stage talks to acquire Seagen (SGE). Nokia (NOK) revamps iconic logo in strategy shift away from phone business. Nasdaq, S&P, Dow futures rise with durable goods orders in view.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Union Pacific looking for new chief executive amid activist pressure Seagen: Back On Track, Priced About Right |
Feb 27, 2023 |
The Week Ahead: Tesla's Big Day, 5G Updates
484
Tesla’s (TSLA) biggest event of the year is this week, where they’ll focus on their plan to make electric vehicles more affordable. In the retail sector, Target (TGT) is due to report earnings this week. And, the Mobile World Congress in Barcelona will give consumers an anticipated update on the 5G ecosystem.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links Stocks to Watch: https://seekingalpha.com/article/4581774-stocks-to-watch-tesla-rivian-chevron-and-goldman-sachs-could-see-jolts Catalyst Watch: https://seekingalpha.com/news/3940433-catalyst-watch-tesla-event-microsoft-talks-chatgpt-rivian-earnings-and-chevron Mobile World Congress: https://seekingalpha.com/article/4581108-early-mwc-news-5g-infrastructure Tesla Investor Day: https://seekingalpha.com/news/3940940-tesla-investor-day-preview-are-cheaper-electric-vehicles-part-of-the-master-plan |
Feb 26, 2023 |
Catalyst Watch: Chicago PMI, Tesla 2023 Investor Day
862
Catalyst watch for the week of February 26. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including Chicago PMI. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says several retailers including Lowe’s (LOW) and Target (TGT) are due to report. In addition to retailers, look for reports from EV charging, auto and energy companies. Kevin also gives a detailed breakdown of what investors could see from Tesla’s (TSLA) 2023 Investor Day event. Finally, Kim is asking, “What do you think of a 4-day trading week?”
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Tesla announces global engineering HQ in Palo Alto Tesla weighing takeover bid for Sigma Lithium - Bloomberg Tesla's potential lithium deal is sized up by analysts |
Feb 25, 2023 |
Russia Invades Ukraine, One Year Later
477
Yellen warns on global economy as China pushes ceasefire in Ukraine. DOJ reportedly set to sue Adobe (ADBE) over $20B Figma acquisition. Boeing (BA) said to freeze deliveries of 787 jets over documentation questions.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Sam Bankman-Fried indicted on more criminal charges over FTX collapse Retirement analysis: Fidelity reveals average 401(k) lost 23% in 2022 Adobe: A Compounder That May Beat The Market |
Feb 24, 2023 |
Tesla Announces Engineering HQ in Palo Alto
552
Tesla (TSLA) announces global engineering HQ in Palo Alto. AI is at 'an inflection point' according to Nvidia's (NVDA) CEO. DOJ moves forward on yet another Google (GOOG) (GOOGL) antitrust case, over Google Maps.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Wells Fargo lays off mortgage bankers as it streamlines home lending business - report Apple nears bid to shake up glucose monitoring market – Bloomberg Starbucks jolts the coffee market with its biggest product launch in years Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay Nvidia: Soaring On Q4 Earnings Beat |
Feb 23, 2023 |
Cautious Outlook: Home Depot, Walmart
506
Why did Home Depot (HD) stock slide on Tuesday? Earnings left room for improvement. Walmart (WMT) warns shoppers are pulling back on spending. Backlash at Amazon (AMZN) after employees ordered back to the office.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: News Corp. says no more talks about selling Move unit to CoStar Group One Medical jumps on report FTC won't challenge Amazon purchase U.S. to trim mortgage insurance costs in bid to boost affordability - report Tyson Foods acquires Williams Sausage Company for undisclosed amount Top 10 Stocks For 2023 Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress Sigma Lithium Corporation: https://seekingalpha.com/symbol/SGML |
Feb 22, 2023 |
Putin Responds to Biden’s Ukraine Visit
443
Russia's Putin gives speech following Biden's visit to Ukraine. Ericsson (ERIC) said to axe 1,400 jobs in Sweden. Meta (META) to launch monthly subscription service for Instagram , Facebook - reports.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Meta to launch monthly subscription service for Instagram, Facebook - reports Ericsson said to axe 1,400 jobs in Sweden Uber reportedly in a deal with Tata Motors to launch 25,000 EVs in India Hong Kong opens doors to retail investors for trading large crypto tokens NBA inks new strategic partnership with China's Ant Group Tencent reportedly in talks to sell Meta's Quest 2 VR Headset in China Slowing 5G Spend And Strategic Missteps Have Ericsson Shares On The Mat |
Feb 21, 2023 |
The Week Ahead: Russia's New Ruble And Investing In Garbage
426
Russia’s central bank says it will roll out a digital currency pilot, following in Japan’s footsteps.
One of the biggest consumer events of the year will take place next week in New York City. And why garbage stocks, like Waste Management (NYSE:WM), could be the next big play for investors. Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show Links Stocks to Watch: https://seekingalpha.com/article/4579610-stocks-to-watch-retail-gets-tested-with-walmart-home-depot-and-cagny-conference-on-tap Catalyst Watch: https://seekingalpha.com/news/3937806-catalyst-watch-spotlight-on-retail-earnings-lucid-group-silvergate-capital-and-radware Russia's new digital currency: https://seekingalpha.com/news/3937846-russians-central-bank-to-roll-out-digital-ruble-pilot-in-april |
Feb 19, 2023 |
Catalyst Watch: FOMC Minutes, Walmart, Inventory
716
Catalyst watch for the week of February 19. Seeking Alpha Director of News, Jerry Kronenberg gives a rundown of the catalysts for the week including FOMC minutes. Seeking Alpha Associate News Editor, Kevin Curran gives an earnings preview. He says Home Depot (HD) and Walmart (WMT) are reporting next week with Lowe’s (LOW) and Target (TGT) the following week. One key data point to note is bloated inventory, a previous issue for some retailers.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Are retailers finally wrangling inventory issues? Catalyst watch: Spotlight on retail earnings, Lucid Group, Silvergate Capital and Radware |
Feb 18, 2023 |
Apple Contractor Layoffs
526
Apple (AAPL) said to start laying off contractors in recent days. Tesla (TSLA) falls into negative territory after recalling +360K vehicles in the U.S. Norfolk Southern (NSC) under pressure as another train derails near Detroit.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Applied Materials rises as guidance tops estimates Life Storage turns down Public Storage's $11B offer for company BJ’s Restaurant posts stronger than expected profits, eyes price increases MKSI's Ransomware Attack Could Have Significant Implications For Applied Materials |
Feb 17, 2023 |
Congressional Budget Office Outlook
471
U.S. has until July-September to avert debt-ceiling breach, CBO estimates. Apple (AAPL) reportedly planning on mixed-reality headset debut in June. Binance USD (BUSD-USD): The Wells Notice Is A Big Deal For All Of Crypto.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Apple granted patent for foldable device as speculation mounts Trulieve begins ads on Twitter, first US cannabis company to advertise on the medium Tesla's Model Y is sold out in the U.S. for this quarter Mike Fay: https://seekingalpha.com/author/mike-fay |
Feb 16, 2023 |
13F Filings
561
Jeffrey Smith's Starboard Value adds Salesforce (CRM), Vertiv (VRT), exits Huntsman (HUN), ACIW (ACIW). Berkshire Hathaway (BRK.A) (BRK.B) adds to Apple (AAPL) stake, pares US Bancorp (USB), BNY Mellon (BK) stakes. 3G Capital adds Nvidia (NVDA) in Q4; exits Microsoft (MSFT), JD.com (JD). Is The JEPI ETF Actually Worth It?
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Avaya files for bankruptcy, draws $780M in new financing Grove Collaborative announces Walmart, Amazon launch (update) Investing Experts: Is The JEPI ETF Actually Worth It? With Scott Kaufman (High Dividend Opportunities) JEPI JPMorgan Equity Premium Income ETF: https://seekingalpha.com/symbol/JEPI |
Feb 15, 2023 |
January Consumer Price Index
567
CPI expected to jump M/M in January but cool Y/Y; don't expect a Fed pivot. Boeing (BA) said to plan $24M investment for logistics center in India. Ford (F) confirms $3.5B battery plant, downplays political risk of CATL partnership, cutting jobs in Europe.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Microsoft begins rolling out ChatGPT for desktop use; mobile devices still to come NBC Sports reportedly planning serious bid to reclaim NBA rights Super Bowl ratings rise 1% from last year, with bump from Rihanna Fidelity National Information Services: https://seekingalpha.com/symbol/FIS Ford: 2 Billion Reasons To Buy |
Feb 14, 2023 |
China Accuses U.S. Of Flying Spy Balloons
392
China accuses U.S. of flying spy balloons since early 2022. Fidelity National Information (FIS) plans to spin off its merchant business - report. Catalyst watch: Inflation reads, Roblox (RBLX) and DoorDash (DASH) in the spotlight.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Palantir: Nearing A Danger Zone Ahead Of Q4 Earnings (Technical Analysis) Palantir Technologies Q4 2022 Preview: What To Watch For Meta Platforms: https://seekingalpha.com/symbol/META |
Feb 13, 2023 |
The Week Ahead: Superbowl spotlight, and eyes on inflation
557
In the U.S., key reports due out putting the spotlight once again on inflation and interest rates.
Football fans are counting down the minutes until the superbowl, as bets are likely to be wagered by 30 million, and advertisers are dropping 7M dollars for airtime, during the most watched event of the year. Meanwhile, Apple (AAPL) takes over from Pepsico (PEP) as the sponsor of this year's halftime show, headlined by none other than Rihanna. Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Stocks to watch: https://seekingalpha.com/article/4577369-stocks-to-watch-big-week-on-tap-for-anheuser-busch-snap-cisco-and-aptiv Superbowl spotlight: https://seekingalpha.com/news/3934845-super-bowl-spotlight-will-include-apple-draftkings-gm-and-diageo Catalyst watch: https://seekingalpha.com/news/3934884-catalyst-watch-inflation-reads-roblox-and-doordash-in-the-spotlight |
Feb 12, 2023 |
Catalyst Watch: CPI, Applied Materials, Super Bowl on FOX
854
Catalyst watch for the week of February 12. Seeking Alpha Senior Managing News Editor, Kim Khan talks about what to expect with CPI. He and Seeking Alpha Senior News Editor of Media and Telecom, Jason Aycock also discuss the AI Summit West with a look back at an AI heavy week. Kim also gives an Applied Materials (AMAT) earnings preview. In addition, Jason takes a deep dive into Super Bowl advertisements, how long it took Fox (FOX) to sellout and the industry we won’t see in the ads this year.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Fox sells out Super Bowl ads, no thanks to crypto 'implosion'; Brady makes broadcast plans Used auto prices rise in January after dealers loaded up on inventory Applied Materials: https://seekingalpha.com/symbol/AMAT |
Feb 11, 2023 |
More Layoffs: Yahoo, News Corp
530
Apollo's (APO) Yahoo to lay off more than 20% of staff in digital ad strategy shift. Lyft (LYFT) sinks 30%+ after hours as weak Q1 guidance disappoints Wall Street (update). Coinbase (COIN) tumbles on fears the SEC could do away with crypto staking.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Micron dips as it suspends bonuses, cuts executive salaries Microsoft-owned GitHub said to cut 10% of staff, to go fully remote Chick-fil-A comes out of the lab with a new plant-based sandwich; Beyond Meat -5% PayPal Holdings' Dan Schulman to retire at year end after eight years as CEO Tradevestor: Lyft Needs A Lift, But Is Unlikely To Get One |
Feb 10, 2023 |
Disney Gains
583
Disney (DIS) earnings call: Company cutting 7,000 jobs, aims to restore dividend in '23. Why did Alphabet (GOOG) (GOOGL) stock slip? Blame Bard mistake, underwhelming AI event. Affirm (AFRM) stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Netflix expands account-sharing approach to four countries Post to buy 9Lives, other pet food brands from Smucker in $1.2B deal Google Labs VP exiting to form AI start-up with Salesforce ex Taylor Affirm stock sinks as outlook dimmed on higher borrowing costs, 19% job cuts announced Mike Fay with BlockChain Reaction: https://seekingalpha.com/author/mike-fay The 'Optimism' Is Strong In This One |
Feb 09, 2023 |
State of the Union
621
Biden says in the State of the Union economy is building 'from the bottom up.’ Zoom (ZM) jumps as CEO says company will lay off 1,300 workers. Microsoft (MSFT) tops $2T market cap as it unveils AI-powered Bing, Edge browser.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribeAlpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Apple Pay Later coming soon as tech giant pushes into financial services Meta settles lawsuit over its infinity-symbol logo eBay announces hundreds of job cuts Investing Experts Podcast: Top 10 Stocks For 2023 With Head Of Quant Steven Cress Top 10 Stocks For 2023 |
Feb 08, 2023 |
Wall Street Breakfast: AI Frenzy
572
AI frenzy: Baidu (BIDU) confirms plan to launch ChatGPT-like bot called 'Ernie'. Google (GOOG) (GOOGL) to launch Bard chatbot for feedback as it steps up AI competition. Boeing (BA) to cut 2,000 white-collar jobs in finance, HR - report.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Economy in focus at Biden's State of the Union address Bed Bath & Beyond pares monster gain after convertible stock deal announced CVS close to acquiring Oak Street Health for $10.5B - WSJ Restaurant groups Cava, Fogo, Panera reportedly eyeing 2023 IPOs Sam Bankman-Fried reaches deal with federal prosecutors on use of encrypted apps Dalius Taurus: https://seekingalpha.com/author/dalius-taurus/ |
Feb 07, 2023 |
Wall Street Breakfast: U.S.-China Relations
556
U.S.-China relations on edge after spy balloon is shot down. Dell (DELL) to slash 6,650 jobs, ~5% of global workforce - report. After recent cuts, Tesla (TSLA) lifts Model Y prices in the U.S.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Fitness mirror vendor Interactive Strength, d.b.a. Forme, sets terms for $14M IPO Public Storage offers to acquire rival Life Storage for $11B Elon Musk wins Tesla shareholder lawsuit over 2018 ‘funding secured’ tweet Disney could license content to rivals as part of Iger's new company direction Logos Capital Management: https://seekingalpha.com/author/logos-capital-management The Value Analyst: https://seekingalpha.com/author/the-value-analyst |
Feb 06, 2023 |
Catalyst Watch: Fed Speaker Watch, Chipotle, Manchester United
590
Catalyst watch for the week of February 5. Seeking Alpha Senior Managing News Editor, Kim Khan speaks with Julie Morgan about an error in Fed Chair Jerome Powell’s remarks and how upcoming fed speakers will finetune the message. In addition, Khan gives a Chipotle (CMG) earnings preview. He also discusses how the Glazer family’s loss of Tom Brady from the Tampa Bay Buccaneers will be softened by the sale of Manchester United (MANU).
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Catalyst watch: Google talks AI, Nordstrom drama and Canada Goose event Chipotle Mexican Grill: https://seekingalpha.com/symbol/CMG Chipotle announces plan to hire 15,000 new employees Manchester United: https://seekingalpha.com/symbol/MANU |
Feb 04, 2023 |
Wall Street Breakfast: Alphabet, Amazon, Apple
474
Apple (AAPL) would've grown in 'vast majority' of markets if not for FX headwinds: Cook. Alphabet (GOOG) (GOOGL) CEO Pichai touts AI, but says business is 'more challenging'. Amazon (AMZN) stock moves lower on mixed earnings result (update). January nonfarm payroll report should show slower growth, but will it suit the Fed?
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: UnitedHealth, Humana take hit on low Medicare Advantage payment increase for 2024 Nordstrom jumps 30% on report activist Ryan Cohen takes stake Weighing Machine: Nordstrom: Cheap But I'm Not Buying |
Feb 03, 2023 |
Wall Street Breakfast: META Rockets
525
Meta Platforms (META) rockets as Q4 results surpass expectations, unveils $40B buyback. Markets should 'feel better' by progress in debt limit talks - McCarthy. Crypto Thursday with Mike Fay, BlockChain Reaction on the Bitcoin (BTC-USD) and Ethereum (ETH-USD) rally following the Fed announcement.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: An Investor Roadmap For 2023 U.S. Debt Ceiling Crisis Peloton: https://seekingalpha.com/symbol/PTON Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay FTX founder Sam Bankman-Fried's bail conditions amended by judge Merck COVID-19 pill linked to virus mutations – study |
Feb 02, 2023 |
Wall Street Breakfast: Federal Reserve Poised For 25-bp Rate Hike
599
Federal Reserve poised for 25-bp rate hike; expect tough talk from Powell. Intel (INTC) cutting employees' pay, trimming CEO salary by 25% in downturn. The TACK ETF (TACK) And Market Outlook With Katie Stockton And Austin Hankwitz.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Snap earnings call: Improvements will take time to hit top line, CEO says Feeling the heat from ChatGPT, Google is testing new AI products The TACK ETF And Market Outlook With Katie Stockton And Austin Hankwitz Cannabis vaping and tobacco products vendor Ispire files for $42M IPO PayPal to lay off 2,000 employees in another round of cost cuts, stock rises over 3% Whole Foods presses supplier to cut prices Michael Wiggins De Oliveira: https://seekingalpha.com/author/michael-wiggins-de-oliveira |
Feb 01, 2023 |
Wall Street Breakfast: IMF: U.S. Could Avoid Recession In 2023
478
U.S. could avoid recession in 2023: IMF upgrades latest forecasts. Alibaba (BABA) shares slump on rumor it could move HQ to Singapore. Paramount+ (PARA) merging with Showtime, in linear/streaming reworking.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Groupon approves new restructuring phase, will shed 500 jobs Carvana Is Likely Going To Crash Yet Again J&J falls after appeals court rules company can't use bankruptcy to end cancer suits (update) COVID-19 public health emergency coming to an end May 11, Biden says |
Jan 31, 2023 |
Wall Street Breakfast: China's Baidu to Release ChatGPT-Like Bot
424
China's Baidu (BIDU) will reportedly release ChatGPT-like bot in March. Philips (PHG) stock rises as Q4 sales climb; supply chain issues, jobs cuts and 'slow start' in 2023. Boeing (BA) plans to hire 10,000 workers this year.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Catalyst watch: Eyes on tech earnings, Chinese EV stocks, Peloton and Church & Dwight Cost cuts? Minimum purchase requirement raised at Amazon Fresh Netflix dominates most-streamed programs of '22, as original programming grows Daniel Giron: https://seekingalpha.com/author/daniel-giron |
Jan 30, 2023 |
Catalyst Watch: FOMC, Alphabet and Recession
665
Catalyst watch for the week of January 29. Seeking Alpha Senior Managing News Editor Kim Khan speaks with Julie Morgan about the upcoming FOMC meeting and gives a preview of Alphabet (GOOG) (GOOGL) earnings. In addition, Khan discusses Q4 GDP and what analysts are saying about a recession in 2023.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Alphabet: https://seekingalpha.com/symbol/GOOG Oil Markets: Geopolitics and China's Reopening with Jennifer Warren (Podcast) |
Jan 28, 2023 |
Wall Street Breakfast: Intel Misses
557
Intel (INTC) plunges after Q1 guidance badly misses expectations. Walmart (WMT) plans to expand Sam's Club for the first time in five years. Travel demand: Airbus (EADSY) to recruit 13,000 new employees in 2023.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Why did Salesforce stock go up today? reports on possible addition of new directors Intel: The Dividend May Be In Danger Hasbro COO Eric Nyman steps down; to eliminate 1,000 full-time positions in 2023 Medical device maker NeurAxis sets terms for $15M IPO Chinese logistics services provider Shengfeng sets terms for $25M US IPO |
Jan 27, 2023 |
Wall Street Breakfast: Tesla Earnings
637
Tesla (TSLA) cruises past profit expectations, tips new model and Cybertrucks are on the way. Shopify (SHOP) stock surges on pricing plan increases. Toyota (TM) Motor names new CEO and Chairman. Mike Fay’s take on Bitcoin’s (BTC-USD) rise.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: A Threat To Shopify That All Bulls Must Consider Tobacco giants look at deal options with Juul Meta bringing Trump back to Facebook, Instagram Will the U.S. supply Ukraine with fighter jets after tank approval? Mike Fay with Block Chain Reaction: https://seekingalpha.com/author/mike-fay Investing Experts Podcast: The SEC Is Coming For Crypto + Mike Fay's Top Token For 2023 |
Jan 26, 2023 |
Wall Street Breakfast: Tesla Earnings Preview
563
Tesla (TSLA) earnings preview: Wildcards include deliveries guidance, margin read-throughs and CEO succession hints. U.S. poised to send dozens of M1 Abrams tanks to Ukraine. Netflix (NFLX) - Are You Still Investing? With Beth Kindig And Knox Ridley.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Carvana reaches deal to continue sales in Illinois Rocket Lab rallies after successful launch from U.S. soil Murdoch calls off plan to re-merge Fox, News Corp. General Dynamics: Positive Risk/Reward Going Into Q4 Earnings Investing Experts Podcast Beth Kindig: https://seekingalpha.com/author/beth-kindig Knox Ridley: https://seekingalpha.com/author/knox-ridley |
Jan 25, 2023 |
Wall Street Breakfast January 24: Second Antitrust Lawsuit Against Google?
534
DOJ poised to file second antitrust lawsuit against Google (GOOG) (GOOGL). Ticketmaster (LYV) exec to tell Senate panel of lessons learned in Swift ticket fiasco. Amazon (AMZN) dives deeper into healthcare with generic prescription service.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Bankrupt Genesis gets court nod for first day motions Pliant Therapeutics begins $175M public offering; closes up 35% HighPeak Energy to evaluate strategic options including possible sale Tesla CEO Elon Musk testifies 'funding secured' tweet was the real deal Fleshing Out Tesla Analysts' Fourth Quarter Estimates 3M: Looking Past The Lawsuits Verizon Is Interesting And Cheap |
Jan 24, 2023 |
Wall Street Breakfast January 23: Activist Elliott Management Reportedly Takes Stake in Salesforce
407
Activist Elliott Management said to take a large stake in Salesforce (CRM) - WSJ. Spotify (SPOT) plans dismissal of staff as soon as this week to cut costs. Abbott (ABT) under DOJ criminal probe over behavior at Michigan baby formula plant.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Catalyst watch: Tesla reverberations, Intel earnings, Rocket Lab launch and Macau stocks on holiday Former FTX US head raises $5M from Coinbase, Circle to build out new crypto venture GM and LG cancel plans for fourth US plant Proterra to cut 300 jobs as it consolidates manufacturing plants Spotify Techology S.A. (SPOT) |
Jan 23, 2023 |
Catalyst Watch: GDP, Tesla and Another Elon Musk Legal Showdown
618
Today’s show focuses on the catalyst watch for the week of January 22. Seeking Alpha Managing Editor, Kim Khan explores GDP and gives a preview of Tesla (TSLA) earnings. Khan and Julie Morgan discuss the highlights from the latest Elon Musk legal showdown over tweets from 2018 about taking Tesla private.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Elon Musk faces another legal showdown over taking Tesla private tweet. Tesla earnings are next week and the whole EV sector could get a jolt. World trade is expected to lag global GDP growth as trade patterns shift, BCG says. |
Jan 21, 2023 |
Wall Street Breakfast January 20: Alphabet To Cut 12,000 Jobs Worldwide
584
Alphabet (GOOG) (GOOGL) to cut 12,000 jobs worldwide. Netflix (NFLX) earnings: Stock gains as subs, revenues clear expectations bar. T-Mobile (TMUS) investigates 37M customer account data breach. DCG’s crypto lending subsidiary Genesis files for bankruptcy protection in New York.
Our links: Wall Street Breakfast: seekingalpha.com/wsb Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day. Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools. Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards. Twitter: https://twitter.com/WallStBreakfast Show links: Wayfair is reportedly laying off 1K workers as pandemic boom reverses Boeing ordered to hear felony charge related to 737 Max crashes Capital One Financial lays off over 1K tech employees Concert Pharmaceuticals (CNCE) Ally Financial (ALLY) Regions Financial (RF) |
Jan 20, 2023 |
Wall Street Breakfast January 19: U.S. Set To Hit Debt Ceiling Today: What's Next?
501
U.S. government set to hit the debt ceiling today: What's next? Genesis Global likely to file for bankruptcy this week - report. Vroom (VRM) slashes workforce by 20%.
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Jan 19, 2023 |
Wall Street Breakfast January 18: Microsoft Reportedly Set to Unveil More Layoffs
482
Microsoft (MSFT) may cut engineering jobs and could unveil the layoffs Wednesday. Elon Musk faces another legal showdown over taking Tesla (TSLA) private tweet. Apple (AAPL) plans cheaper mixed-reality headset, postpones AR glasses.
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Jan 18, 2023 |
Wall Street Breakfast January 17: China's Population Drops
415
Where to invest? China's population drops for the first time in decades. Activist Ryan Cohen takes stake in Alibaba (BABA) in push for more buybacks - report. Xpeng (XPEV) cuts prices on most models following Tesla (TSLA), Seres.
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Jan 17, 2023 |
Wall Street Breakfast January 13: Earnings Season
533
'Tis the earnings season as biggest U.S. banks start festivities, Wall Street extends rally on Thursday and compensation is cooking.
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Jan 13, 2023 |
Wall Street Breakfast January 12: What Will Today’s CPI Bring?
402
What will today’s Consumer Price Index bring? Peltz at it again and damaged database disrupts travel.
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Jan 12, 2023 |
Wall Street Breakfast January 11: Wells Fargo Steps Back From Housing Market
449
Wells Fargo unveils plans to step back from housing market, the World Bank slashes global growth forecast and Fed Chair not a 'climate policymaker.'
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Jan 11, 2023 |
Wall Street Breakfast January 10: Disney CEO Prefers Office
375
Disney CEO says office is the Happiest Place on Earth; traders probe Federal Reserve and Virgin Orbit gets grounded.
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Jan 10, 2023 |
Wall Street Breakfast January 9: Chaos Hits Brazil
405
Chaos in Brazil as thousands of supporters of former Brazilian President Bolsonaro stormed the country's government buildings on Sunday. The 'right-to-repair' movement is making its way through the agriculture sector, with Deere and Co. (NYSE:DE) giving its U.S. customers the right to fix their own equipment. Arguing that the tactics are used to to suppress wages and hamper innovation, the Federal Trade Commission last week proposed a rule that will ban employers from imposing noncompete clauses on their workers.
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Jan 09, 2023 |
Wall Street Breakfast January 6: Jobs Report Provides Insight Into Inflation, Fed Policy
594
Nonfarm payrolls report to provide insight into inflation, Fed policy. Raytheon (RTX) exploring $1B sale of actuation business - report. ChatGPT creator OpenAi in talks for tender offer at $29B valuation - report. Boeing’s (BA) safety procedures face review by a new FAA panel.
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Jan 06, 2023 |
Wall Street Breakfast January 5: Amazon To Layoff Over 18K Employees
556
Amazon (AMZN) to lay off over 18k employees. Salesforce (CRM) shares climb as CEO says company 'hired too many people'. 2022 marks worst showing for U.S. car sales in over a decade. Lordstown (RIDE) expects ‘slow rate of production’ through Q1.
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Jan 05, 2023 |
Wall Street Breakfast January 4: Apple Dips Below $2T
507
Apple (AAPL) dips below $2T Market Cap. Tesla (TSLA) jolts investors again. Rivian (RIVN) produced 10K vehicles in Q4, comes up short of full-year target. Victoria’s Secret (VSCO) stock sinks on executive exit.
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Jan 04, 2023 |
Wall Street Breakfast January 3: 2023, US Recession or Economic Recovery?
441
Is a U.S. recession or economic recovery in store for 2023? Tesla (TSLA) China boss Tom Zhu to take charge of US factories, US & Europe sales operations. Catalyst watch: CES reveals and healthcare updates lead off 2023.
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Jan 03, 2023 |
Wall Street Breakfast December 30: Southwest Airlines Plans ‘Return To Normalcy’ Friday
551
Southwest Airlines (LUV) plans ‘return to normalcy’ on Friday. Apple (AAPL) rebounds as Foxconn iPhone plant reportedly at 70% capacity. S&P futures (SPX) slip as bulls fight to close out the year with a weekly win. Check out 2022 in review from the Wall Street Breakfast one-page summary.
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Dec 30, 2022 |
Wall Street Breakfast December 29: Apple Hits 52-Week Low, iPhone Estimates Fall
481
Apple (AAPL) falls 3%, hits 52-week low as iPhone estimates continue to fall. FTX's (FTT-USD) Sam Bankman-Fried expected to enter a plea next week. U.S. to require negative COVID tests for travelers coming from China. Novartis (NVS) to pay $245M to settle antitrust lawsuit on hypertension drug Exforge.
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Dec 29, 2022 |
Wall Street Breakfast December 28: US Considers New Covid Precautions, Travelers From China
485
U.S. considers new COVID precautions on travelers from China. YouTube (GOOG) (GOOGL) needs at least 2.3M subscribers to break even on NFL Sunday Ticket deal. BOC Aviation (BCVVF) orders additional 40 Boeing (BA) 737-8 Jets.
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Dec 28, 2022 |
Wall Street Breakfast December 27: DOT Investigates Southwest Airlines
496
DOT investigates Southwest Airlines (LUV) over 'unacceptable' flight cancellations. Shares of China's biggest funeral company (OTC:FSHUF) soar as zero-COVID abandoned. U.S. retail sales up 7.6% in holiday season as deals lure consumers - Mastercard (MA) report. Tesla (TSLA) to pursue reduced Shanghai production through January - Reuters.
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Dec 27, 2022 |
Wall Street Breakfast December 23: Musk Says He Will Pause Tesla Share Sales
556
Tesla (TSLA) CEO Elon Musk says he will pause his share sales for two years. Sam Bankman-Fried released on $250M bond, house arrest. 3M (MMM) military earplug judge blocks effort to shift blame to bankrupt unit.
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Dec 23, 2022 |
Wall Street Breakfast December 22: Bankman-Fried in US, Associates Plead Guilty
437
Bankman-Fried associates Ellison and Wang plead guilty to federal fraud charges. Micron Technology (MU) to cut 10% of workforce as chip market doldrums continue. Netflix (NFLX) to invest $850M in New Jersey production hub.
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Dec 22, 2022 |
Wall Street Breakfast December 21: Ukraine President Zelensky to Visit White House
460
Ukraine President Zelenskiy to visit White House, address Congress. Google's (GOOG) (GOOGL) YouTube said in talks for rights to NFL Sunday Ticket - reports. Elon Musk confirms he will resign as Twitter CEO once he finds a replacement. Nike (NKE) gains after sales, margins top expectations despite inflation headwinds.
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Dec 21, 2022 |
Wall Street Breakfast December 20: Sam Bankman-Fried Reportedly Agrees To Extradition
419
Sam Bankman-Fried, former FTX (FTT-USD) CEO, agrees to extradition to the U.S. after snag - report. Elon Musk mum on poll results but looks to change voting rules. Boeing (BA) is likely to receive an extension on the 737 safety deadline in a spending bill.
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Dec 20, 2022 |
Wall Street Breakfast December 19: Twitter Users Vote Elon Musk Out
470
Wall Street says retail sales show more Scrooge than Santa. Elon Musk loses Twitter leadership poll with majority saying he should step down. L3Harris (LHX) confirms deal to acquire Aerojet Rocketdyne (AJRD) for $4.7B. VF Corp. (VFC) evaluating sale of Jansport backpack business - report.
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Dec 19, 2022 |
Oil Markets: Geopolitics and China’s Reopening with Jennifer Warren
1005
In this episode we’re joined by Jennifer Warren. We’re discussing the oil markets and the impact of China’s reopening. Warren’s areas of expertise include energy trends —their economic and geopolitical implications—and resource sustainability issues. Her work has been published in various academic, policy and business publications such as Far Eastern Economic Review, Energy Trends Insider, and many others. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Micron Technology’s (MU) earnings.
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Dec 17, 2022 |
Wall Street Breakfast December 16: Major Market Selloff
455
S&P, Nasdaq, Dow futures trade mixed after the post-Fed selloff. SPAC DWAC falls after `major announcement' is a Trump digital trading card. Southwest Airlines (LUV) reaches an industry-leading deal with the largest union.
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Dec 16, 2022 |
Wall Street Breakfast December 15: Musk Sells More Tesla Stock
528
Musk sells nearly $3.6B more in Tesla (TSLA) stock. Citigroup (C ) to exit consumer banking business in China, impacting 1,200 employees. Microsoft (MSFT) sets new investment in $3B silicon battery startup. Warner Bros. Discovery (WBD) falls as it expects higher restructuring charges.
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Dec 15, 2022 |
Wall Street Breakfast December 14: A 50 bps Hike Today, Then What?
587
Federal Reserve poised to hike by 50 bps, but when will it pause rates? Bahamas judge denies bail for FTX (FTT-USD) founder Sam Bankman-Fried. Apple (AAPL) may allow alt app stores on iPhones, iPads to meet EU rules.
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Dec 14, 2022 |
Wall Street Breakfast December 13: FTX's Sam Bankman-Fried Arrested in Bahamas
494
FTX's (FTT-USD) Bankman-Fried arrested in Bahamas, country says. Has inflation peaked? What to watch in today's CPI report. IBM (IBM) and Rapidus join hands to build semiconductor technology and ecosystem in Japan.
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Dec 13, 2022 |
Wall Street Breakfast December 12: Amgen to Acquire Horizon Therapeutics, $27.8B
593
Amgen (AMGN) to acquire Horizon Therapeutics (HZNP) for $27.8B in cash. A recession isn't necessary to bring inflation down - Yellen. Microsoft (MSFT) to acquire 4% stake in London Stock Exchange.
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Dec 12, 2022 |
Southwest Airlines: Demand and Available Resources with Dhierin Bechai
903
In this episode we’re joined by Dhirein Bechai. We’re discussing the recent Southwest Airlines (LUV) investor conference. Bechai is the author of The Aerospace Forum in the Seeking Alpha Marketplace. The Aerospace Forum has a strong history of providing unique research dedicated to the aerospace, defense and airline industries. Plus, Kim Khan brings this week’s Catalyst Watch, the new poll for the week, and a preview of Boeing’s (BA) deliveries.
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Dec 10, 2022 |
Wall Street Breakfast December 9: FTC Sues To Block Microsoft, Activision Deal
489
Activision (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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Dec 09, 2022 |
Wall Street Breakfast December 8: Amazon, Google, Microsoft, Oracle Share Pentagon's $9B Cloud Awards
512
Amazon (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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Dec 08, 2022 |
Wall Street Breakfast December 7: China Eases More COVID Restrictions
566
China 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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Dec 07, 2022 |
Wall Street Breakfast December 6: Taiwan Semiconductor Lifts Chip Investment In Arizona
635
Taiwan 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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Dec 06, 2022 |
Wall Street Breakfast December 5: Russia Won't Accept G7 Oil Price Cap
543
Russia 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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Dec 05, 2022 |
Chinese Equities and the Broader Market: Livy Investment Research
1169
In 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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Dec 03, 2022 |
Wall Street Breakfast December 2: Did November See Slower Job Growth?
617
Expected 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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Dec 02, 2022 |
Wall Street Breakfast December 1: Slower Rate Hikes Soon?
545
S&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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Dec 01, 2022 |
Wall Street Breakfast November 30: Twitter Weighing on Tesla as Musk Goads Apple
477
Musk 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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Nov 30, 2022 |
Wall Street Breakfast November 29: Biden Calls On Congress To Avert Rail Strike
541
President 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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Nov 29, 2022 |
Wall Street Breakfast November 28: Apple Reportedly Facing iPhone Pro Shortfall
424
Apple (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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Nov 28, 2022 |
Follow The Rent And Dividend Growth - REITs With Brad Thomas
1030
In 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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Nov 26, 2022 |
Wall Street Breakfast November 25: China Lockdown, Apple Supplier Discontent
492
Economy 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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Nov 25, 2022 |
Wall Street Breakfast November 23: FTX, Bankman-Fried’s ‘Personal Fiefdom’
532
Bankman-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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Nov 23, 2022 |
Wall Street Breakfast November 22: Carl Icahn, GameStop Short Position
554
Billionaire 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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Nov 22, 2022 |
Wall Street Breakfast November 21: Disney Shakeup
421
Bob 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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Nov 21, 2022 |
Walmart Earnings with Ahan Vashi, The Quantamental Investor
685
In 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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Nov 19, 2022 |
Wall Street Breakfast November 18: Mortgage Rates Tumble
575
Mortgage 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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Nov 18, 2022 |
Wall Street Breakfast November 17: House Committee Hearing on FTX Meltdown
480
U.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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Nov 17, 2022 |
Wall Street Breakfast November 16: Apple Will Source Chips From Arizona
517
Apple (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.
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Nov 16, 2022 |
Wall Street Breakfast November 15: Amazon Will Reportedly Layoff Thousands
472
Amazon (AMZN) reportedly plans to lay off about 10K employees. Google (GOOG) (GOOGL) to pay a record $391.5M to states in location-tracking probe. FedEx (FDX) to furlough freight workers through the holiday season. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 15, 2022 |
Wall Street Breakfast November 14: Market Got Ahead of Itself
499
Market got ahead of itself after the CPI report - Fed Governor Waller. China tensions: Can Biden's meeting with Xi thaw economic relations? Disney (DIS) planning 'targeted' hiring freeze, some cuts - report. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 14, 2022 |
Wall Street Breakfast November 11: Another Snag for Student Loan Forgiveness
547
Federal judge strikes down Biden's student loan forgiveness plan. Twitter (TWTR) holds emergency meeting amid accelerating top-exec exodus - reports. 3M (MMM), Dupont (DD) sued by California AG over toxic 'forever chemicals'. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 11, 2022 |
Wall Street Breakfast November 10: CPI Time
553
Don't expect October's CPI to cool enough for Fed pivot. Tron founder Justin Sun appears to extend lifeline to FTX (FTT-USD). Grill maker Weber (WEBR) to take $60M loan from potential acquirer BDT - report. Amazon (AMZN) breakdown with Bertrand Seguin on Stock Market Live. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 10, 2022 |
Wall Street Breakfast November 9: Meta to Cut Thousands of Jobs
581
Meta (META) to cut 11,000 jobs as it looks to slash costs, affirms revenue outlook. Disney (DIS) dips 7% as media side profits, revenue slip; subscribers top forecasts. Filings show Musk disposing of $4B in Tesla (TSLA) stock. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 09, 2022 |
Wall Street Breakfast November 8: Midterm Elections
563
Midterm elections: What to watch in markets as America votes. Nvidia (NVDA) launches a new chip for China that meets new export controls. Activision (ATVI) says $69B sale to Microsoft (MSFT) remains on track for June close. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 08, 2022 |
Wall Street Breakfast November 7: Meta Reportedly Planning Major Layoffs
485
Facebook parent Meta (META) planning major layoffs this week - WSJ. Social media looks on as rapid overhaul continues at Twitter. Apple (AAPL) warns of lower iPhone 14 shipments due to China COVID issues. Home prices fall for the third straight month in September, Black Knight says. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 07, 2022 |
Wall Street Breakfast Weekend: CVS Health Earnings with Daniel Jones
649
In this episode we’re joined by Daniel Jones, CEO of Avaring Capital Advisors. Daniel is a Seeking Alpha contributor and he runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. Today he’s sharing his insight on CVS Health (CVS). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Walt Disney Company (DIS) earnings preview.
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Nov 05, 2022 |
Wall Street Breakfast November 4: Jobs Growth Expected To Moderate Further In October
438
Jobs growth to moderate further in October as interest rates climb. Warner Bros. Discovery (WBD) speeds up launch of combined streaming. Starbucks (SBUX) tops comparable sales expectations off strong pricing in the U.S. Learn how to invest successfully with Alpha Picks here.
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Nov 04, 2022 |
Wall Street Breakfast November 3: Apple Now Worth More Than Alphabet, Amazon And Meta Combined
477
Apple (AAPL) is now worth more than Alphabet (GOOG) (GOOGL), Amazon (AMZN) and Meta (META) combined. Elon Musk plans to cut half of Twitter jobs to slash costs - reports. S&P futures dip, yields jump as market comes to grips with Fed's 'hawkish dovish pivot'.Learn how to invest successfully with Alpha Picks here.
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Nov 03, 2022 |
Wall Street Breakfast November 2: A Fourth 75-bp Rate Hike. Then What?
436
Federal Reserve poised for a fourth 75-bp rate hike. Then what? Rogers (ROG) plunges after Dupont (DD) announces it's terminating acquisition. Walmart (WMT) takes aim at Amazon (AMZN) with half-off special on its subscription service. Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Nov 02, 2022 |
Wall Street Breakfast November 1: Windfall Tax: Good Idea?
451
Bumper profits: Is a windfall tax on energy producers a good idea? Antitrust push: Penguin Random House (PARA) blocked from buying Simon & Schuster. Nasdaq, S&P, Dow futures rise, yields fall in pre-Fed positioning. Learn how to invest successfully with Alpha Picks here.
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Nov 01, 2022 |
Wall Street Breakfast October 31: Wheat Soars After Russia Pulls Out Of Initiative
428
Wheat soars after Russia pulls out of Black Sea Grain Initiative. Blackstone (BX), Emerson Electric (EMR) strike $14 billion buyout deal.(WBA) Walgreens-backed VillageMD exploring deal with Summit Health.Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Oct 31, 2022 |
WSB's Weekend Bite: “The Dollar Index In My Eyes Is A Mirage” With Andrew Hecht
789
In this episode, we’re joined by Andrew Hecht , Founder of the Hecht Commodity Report. Andrew is a veteran contributor at Seeking Alpha covering commodities and we’re discussing his views on levels of gold, copper vs. oil, and more. Plus, Kim Khan brings this week’s Catalyst Watch and the new Twitter poll for the week.
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Oct 29, 2022 |
Wall Street Breakfast October 28: Elon Musk Twitter Takeover Complete
539
Twitter's (TWTR) execs fired; Musk reportedly plans to take CEO role. Amazon (AMZN) stock dives over downbeat sales forecast. Netflix (NFLX) expands merchandising deals into Walmart (WMT) stores.Learn more about these stocks with a free trial of Seeking Alpha Premium here.
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Oct 28, 2022 |
Wall Street Breakfast October 27: Meta Platforms Dives
575
Meta Platforms (META) dives amid profit miss, revenue warnings. GDP update expected to show the U.S. returned to growth in Q3. Vladimir Dimitrov breaks down the Intel (INTC) Mobileye (MBLY) IPO. Learn how to invest successfully with Alpha Picks here.
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Oct 27, 2022 |
Wall Street Breakfast October 26: Tech Earnings From Alphabet, Microsoft
459
Tech earnings from Alphabet (GOOG) (GOOGL), Microsoft (MSFT). Saudis say depleting oil reserves could 'become painful in the months to come.' Intel's (INTC) Mobileye (MBLY) prices IPO. Learn how to invest successfully with Alpha Picks here.
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Oct 26, 2022 |
Wall Street Breakfast October 25: Oil Producers Skeptical Of Biden Plan To Refill U.S. Reserves
441
Oil producers skeptical of Biden plan to refill U.S. reserves. Adidas (ADDYY) plans to sever ties with Kanye West after antisemitic remarks - Bloomberg. Weber (WEBR) jumps after BDT Capital takeover offer. Learn more about these stocks with a free trial of Seeking Alpha Premium now.
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Oct 25, 2022 |
Wall Street Breakfast October 24: Philips New CEO Slashes Thousands Of Jobs
395
Philips (PHG) new CEO starts by slashing thousands of jobs amid device recall woes. Tesla (TSLA) cuts prices in China amid softening demand. Volatility may make a comeback this week as Big Tech reports earnings. Learn more about these stocks with a free trial of Seeking Alpha Premium now.
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Oct 24, 2022 |
Wall Street Breakfast: The Week Ahead
523
Analysts are cautiously optimistic over upcoming earnings reports from tech giants Apple (AAPL) and Amazon (AMZN). Intel (INTC) is setting its self-driving subsidiary Mobileye (MBLY) free in a major IPO offering. And, renewable energy could account for 35% of power generation in the U.S. by 2030… how will big oil companies fair?
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Oct 23, 2022 |
WSB's Weekend Bite: "I Just Keep Buying on Dips" with Leo Nelissen
844
In this episode, we're joined by Seeking Alpha Contributor Leo Nelissen and he tells us which stocks he "just keep(s) buying on dips." Plus, Kim Khan brings this week's Catalyst Watch, and the new poll of the week.
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Oct 22, 2022 |
Wall Street Breakfast October 21: Plans To Reduce Twitter's Workforce - Report
457
Elon Musk said he plans to reduce Twitter's workforce by 75% - report. U.S. said to consider security review of Elon Musk deals, including Twitter - report. Social-media names slip on Snap's latest stumble. Start Your Free Trial of Seeking Alpha Premium.
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Oct 21, 2022 |
Wall Street Breakfast October 20: Tesla Impresses Analysts
439
Tesla impresses analysts by navigating through tricky environment. Elon Musk says Tesla could be worth ‘more than Apple and Saudi Aramco combined.’ Recession warning: Bezos says to 'batten down the hatches.' Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY
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Oct 20, 2022 |
Wall Street Breakfast October 19: Netflix Jumps, Clears Q3 Forecasts
490
Strategic release or needed reserve? Oil analysts debate the coming SPR drawdown. Netflix jumps as it easily clears Q3 forecasts on subscribers, financials. Nestlé agrees to acquire Seattle’s Best Coffee brand from Starbucks. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Oct 19, 2022 |
Wall Street Breakfast October 18: Microsoft Laid Off Around 1,000 Employees Across Various Division Citing Global Slowdown
474
Microsoft laid off around 1,000 employees across various division citing global slowdown. Amazon Web Services to invest $5B in Thailand cloud infrastructure. Seeking Alpha Author Julian Lin Weighs-In On What To Expect From Adobe Financial Analyst Meeting. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe
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Oct 18, 2022 |
Wall Street Breakfast October 17: Goldman Sachs Announces Reorganization
497
Goldman Sachs announces reorganization, to combine investment banking and trading businesses - WSJ. Xi Jinping aims for a major leap in China's economy by 2035. Apple pauses plans to implement China's YMTC chips amid new U.S. export regulations. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 17, 2022 |
WSB's Weekend Bite: Eric Basmajian Breaks Down CPI And What's To Come For Markets
1360
In this episode, we are joined by Eric Basmajian from EPB Macro Research to ask him when the pain will end. We discuss the new Producer Price Index and Consumer Price Index numbers that both came in higher than expected this week, and the housing battle with The Fed. Also, Kim Khan shares next week's Catalyst Watch and Twitter poll.
Miss this week's Stock Market Live with Eric? Register now to join us next week! Or, catch the replay now! |
Oct 15, 2022 |
Wall Street Breakfast October 14: Does The Stock Market's Epic Comeback Have Legs?
500
Does the stock market's epic comeback have legs? JPMorgan, Citi, Morgan Stanley, Wells Fargo lead off Q3 bank earnings. Twitter claims Musk is ‘under investigation’ over merger deal, and it wants the documents. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 14, 2022 |
Wall Street Breakfast October 13: September's CPI Likely To Show 'stickier' Costs Rising More, Economists Say
472
September's CPI Likely To Show 'stickier' Costs Rising More, Economists Say. S&P, Dow, Nasdaq futures tick higher with all eyes on CPI. U.K. plays blame game: Finance minister says Bank of England owns market turmoil. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 13, 2022 |
Wall Street Breakfast October 12: Bank Of England Roiling Markets Amid Bond-Buying Uncertainty
453
Bank of England roiling markets amid bond-buying uncertainty. Biden 're-evaluating' Saudi relationship after defying production cut warnings. Intel plans thousands of job cuts amid PC market slowdown - Bloomberg. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 12, 2022 |
Wall Street Breakfast October 11: Key Union Rejects Deal With Freight Railroads
426
Key union rejects deal with freight railroads. JPMorgan's Jamie Dimon sees recession starting in next 6-9 months, markets could get 'disorderly'. Ex-Fed chair Ben Bernanke: U.S. not in anything like dire straits seen in 2008. Nissan to book ~$687M loss as it sells Russian business for €1. Catch today’s WSB article https://seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Oct 11, 2022 |
Wall Street Breakfast October 10: Earnings Season Kicks Off With Gloomy Expectations
491
Earnings season kicks off with gloomy expectations. Bank of England expands its bond-market support program. Mortgage originations slide more as rates rise, season changes. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 10, 2022 |
WSB's Weekend Bite: 2 Stocks For A Long Term Portfolio With Jeremy Kokemor
1293
In this episode, we're joined by Jeremy Kokemor, Founder of Right Tail Capital, who pitches 2 stocks that he believes are great additions to your long-term portfolio. Plus, Jerry Kronenberg brings this week's Catalyst Watch and a recap of last weeks Twitter poll.
Sign Up For The Free Earnings Webinar Watch Stock Market Live - Breaking Down 3M Stock |
Oct 08, 2022 |
Wall Street Breakfast October 7: Nonfarm Payrolls Expected To Edge Down In September Jobs Report
439
Nonfarm payrolls expected to edge down in September jobs report. Cannabis multi-state operators soar as Biden calls for marijuana federal scheduling review. Judge pauses Twitter-Musk trial to allow for closing. Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 07, 2022 |
Wall Street Breakfast October 6: U.S. Oil Producers Are Seen Staying Cautious Despite Opec+ Supply Cut
419
U.S. oil producers are seen staying cautious despite OPEC+ supply cut. Target rolls out Deal Days before Amazon's holiday discounts. Biden to promote IBM's $20B investment in Hudson Valley over next decade.Catch today’s WSB article https://seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 06, 2022 |
Wall Street Breakfast October 5: Musk: Buying Twitter Speeds Up His Plans For 'Everything App'
391
Musk: Buying Twitter speeds up his plans for 'everything app'. Amazon freezes corporate hiring in retail segment - NYT. JUUL Labs said to prepare for potential Chapter 11 filing - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Oct 05, 2022 |
Wall Street Breakfast October 4: New York Fed's John Williams Peels Back The Inflation Onion
412
Rally set to continue; Nasdaq, S&P, Dow futures jump as 2-year yield tests 4%. Stock market bottom talk gets louder, but Fed pivot hopes look more pie in the sky. New York Fed's John Williams peels back the inflation onion. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Oct 04, 2022 |
Wall Street Breakfast October 3: Crude Oil Soars As OPEC+ Weighs Cut To Production
418
Crude oil soars as OPEC+ weighs cut to production. Pound climbs as U.K. reverses plan to scrap tax on high earners.Tesla reports record deliveries number in Q3, misses delivery estimate. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Oct 03, 2022 |
Wall Street Breakfast: The Week Ahead
386
Auto sales are expected to hit high in a new report, while Tesla (TSLA) could smash prepandamic numbers. The September U.S. jobs report will drop, and the labor market is showing no signs of slowing down. And, a special event this week will showcase how business practices will evolve in the metaverse.
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Oct 02, 2022 |
WSB's Weekend Bite: Sticky Inflation and Nominal GDP Growth With Michael Cramer
664
This week we're joined by Michael Cramer, Founder of Mott Capital Management to dive into sticky inflation, nominal GDP growth, and an S&P target level he is watching for a bottom to form. Plus, Kim Khan gives the heads up on what to watch next week in Catalyst Watch.
Weekend Bite Twitter Poll - https://bit.ly/3UPtAJ3 Sign up for the Free Earnings Webinar on October 11th at 2 PM ET - https://bit.ly/3SuiibJ |
Oct 01, 2022 |
Wall Street Breakfast September 30: Nike Falls To New Low After Efforts To Clear Inventory Hit Margins
389
Nike falls to a new low after efforts to clear inventory hit margins. Meta's Zuckerberg says company will freeze hiring - Bloomberg. PepsiCo is said to be considering buyouts, layoffs. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 30, 2022 |
Wall Street Breakfast September 29: Porsche Revs Higher in IPO Debut in Frankfurt
402
Porsche revs higher in IPO debut in Frankfurt. Stock futures reverse as big market rally fizzles out. Amazon.com raises hourly pay through $1B investment. Medicare costs to decline for first time in a decade. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 29, 2022 |
Wall Street Breakfast September 28: Apple Suppliers Fall On Report Firm Is Ditching Iphone Production Boost
403
Apple suppliers fall on report firm is ditching iPhone production boost. Sign of the times: 10-year Treasury yield rises above 4%. Lyft freezes U.S. hiring through end of 2022 - report. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 28, 2022 |
Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian
442
Chevron, BP stop output at some Gulf of Mexico facilities ahead of hurricane. Dollar creates an 'untenable situation' for risk assets - Morgan Stanley. Biden student loan forgiveness program to cost over $400B, CBO says. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.Wall Street Breakfast September 27: Chevron, BP Stop Output At Some Gulf Of Mexico Facilities Ahead Of Hurricane Ian
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Sep 27, 2022 |
Wall Street Breakfast September 26: Amazon Prime Day Part 2
391
Amazon schedules second prime day sale. Tesla CEO Elon Musk to face deposition with Twitter ahead of October trial. Unilever CEO to depart in 2023, search for replacement underway. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 26, 2022 |
WSB's Weekend Bite: Red Markets. Time To Go Green?
619
This week, Zach Stein, Chief Investment Officer at Carbon Collective joins us to break down their just launched ESG ETF, the Carbon Collective Climate Solutions U.S. Equity ETF (CCSO). Plus, Kim Khan recaps the FOMC meeting and delivers your next week's Catalyst Watch.
Join us for Stock Market Live next Wednesday at 12 pm ET. Grab your seat now - https://bit.ly/3z4zIVg |
Sep 24, 2022 |
Wall Street Breakfast September 23: Boeing Has To Pay
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Boeing to pay $200M to settle SEC charges related to 737 MAX crashes. EVs to account for 60% of new car sales by 2030 - IEA. FedEx earnings highlight cost-savings push, price increases but Deutsche Bank voices doubts on cost-saving plans for FedEx. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 23, 2022 |
Wall Street Breakfast September 22: FOMC Hangover
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Stock futures waver following hawkish signals and FOMC hangover. UK communications regulator to probe digital markets dominated by Amazon, Google. Meta shares slump as company reportedly sets plans for 10% cost cuts. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 22, 2022 |
Wall Street Breakfast September 21: Another Super-Sized Rate Hike
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Federal Reserve expected to make another super-sized rate hike on Wednesday. Oil spikes as Putin orders 'partial mobilization' in Ukraine. S&P, Dow, Nasdaq futures cautious, rates dip as market readies for 75 bps from Fed. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 21, 2022 |
Wall Street Breakfast September 20: Treasury Yields At Highest In Over A Decade Before Key Fomc Meeting
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Treasury yields at highest in over a decade before key FOMC meeting. Apple is raising app store prices in Europe and Asia next month. Apple reportedly sees bugs causing the iPhone 14 Pro Max camera to crash. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 20, 2022 |
Wall Street Breakfast September 19: U.S. Homebuyers Buy The Dip As Prices Cool In August Vs. July, Report Shows
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U.S. homebuyers buy the dip as prices cool in August vs. July, report shows. Amazon reportedly suspends construction of new warehouses in Spain until 2024. Volkswagen targets up to $75B valuation in upcoming Porsche IPO. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 19, 2022 |
Wall Street Breakfast: The Week Ahead
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The Federal Reserve continues its battle against inflation this week, with a highly anticipated policy meeting. The outlook remains tight, as the EU import embargo on Russian oil soon comes into effect, but experts predict a stronger 2023. And, the streaming landscape is shifting, as Netflix (NASDAQ:NFLX) and Disney+ (NYSE:DIS) turn to advertising to increase revenue.
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Sep 18, 2022 |
WSB's Weekend Bite: "A Winter Of Discontent To Come" With Susannah Streeter
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This week we're joined by Susannah Streeter, Senior Investment and Markets Analyst at Hargreaves Lansdown. She shares her thoughts on the European energy crisis, if Bitcoin and Ethereum are still investable worthy, and a reminder that investors just need to hear from time to time. Kim Khan also shares the Catalyst Watch for next week on what is certain to move markets.
Miss the "After The Everything Bubble webinar? Catch the replay here! Join us for What's Happening In The Stock Market With Mike Saul on Monday at 12 pm est. Register now to get it on the calendar! |
Sep 17, 2022 |
Wall Street Breakfast September 16: FedEx Stock Sinks Before The Bell After Pulling Guidance
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FedEx stock sinks before the bell after pulling guidance. S&P, Nasdaq, Dow futures slide as FedEx hits sentiment; more consumer data on tap. Uber slides as it investigates cybersecurity breach. Adobe gets no relief after it 'overpaid' for Figma. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 16, 2022 |
Wall Street Breakfast September 15: The Merge Arrives As Ethereum Switches To New Operating Model
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The Merge arrives as Ethereum switches to a new operating model. Rail companies and union reach tentative labor agreement. California sues Amazon over alleged anti-competitive pricing practices. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 15, 2022 |
Wall Street Breakfast September 14: Railroad Worker Strike Is Starting To Rattle Commodity Markets
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Railroad worker strike is starting to rattle commodity markets. Amazon adds new driver benefits, hikes pay amid union challenge. U.S. federal budget deficit expands to $220B in August. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 14, 2022 |
Wall Street Breakfast September 13: Inflation Expected To Cool In August, But Fed Still Seen Acting Aggressively Thereafter
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Inflation expected to cool in August, but Fed still seen acting aggressively thereafter. Early votes show Twitter cruising toward shareholder OK of Musk buyout - WSJ. Fidelity considers enabling bitcoin trading for its over 34M brokerage clients - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 13, 2022 |
Wall Street Breakfast September 12: Credit Card Giants To Track Firearms Retailers With New Merchant Code
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Credit card giants to track firearms retailers with new merchant code. Disney CEO said to reject Third Point call for ESPN spin off (update). JPMorgan acquires payments fintech Renovite. Nasdaq, S&P, Dow Jones futures up to start data-packed week. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 12, 2022 |
Wall Street Breakfast: The Week Ahead
551
Starbucks (SBUX) will hold a highly-anticipated Investor Day event on September 13. A major auto show kicks off this week in Detroit, with plans for the reveal of a new Ford (F) Mustang model, new electric vehicle innovations, and even hoverbikes. Volkswagen (OTCPK:VWAGY) will pursue an IPO of the preferred shares of Porsche (OTCPK:POAHY), triggering what could become one of Europe's largest-ever listings.
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Sep 11, 2022 |
WSB's Weekend Bite: The Market Bottoms Likely Next Year With Katie Stockton
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This week we're joined by Katie Stockton, Founder and Managing Partnerat Fairlead Strategies, to dive into what the market technicals are telling her about where the US markets head from here. We also explore the Fairlead Tactical Sector ETF (TACK) and Kim Khan covers next week's potential market-moving events in this week's Catalyst Watch.
Get Started With Seeking Alpha Premium Today - https://bit.ly/3uX5TDY |
Sep 10, 2022 |
Wall Street Breakfast September 9: Consumer Borrowing Slides More Than Expected In July
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Consumer borrowing slides more than expected in July. The EU discusses emergency measures in Brussels to tackle the energy crisis. T-Mobile rises on news of $14B stock buyback plan. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 09, 2022 |
Wall Street Breakfast September 8: Fed's Michael Barr Maps Out His Priorities To Make Financial System Safer, Fairer
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Fed's Michael Barr maps out his priorities to make the financial system safer, fairer. Apple shows off updates to iPhone, AirPods, Apple Watch lines, including extreme sports version. Go big or go home? The ECB might find itself in a Catch-22. Stock futures cautious with global rates in focus ahead of ECB, Powell. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 08, 2022 |
Wall Street Breakfast September 7: Blackrock's Larry Fink Says Government Spending, Immigration, Remote Work Fuel Inflation
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BlackRock's Larry Fink says government spending, remote work fuel inflation. Apple expected to unveil new iPhones, Apple Watches, AirPods at September event. Good news may be bad news for stocks as September losing streak continues. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 07, 2022 |
Wall Street Breakfast September 6: Investors Fear Energy Shocks Could Spur A Wider Economic Crisis (Podcast)
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Investors fear energy shocks could spur a wider economic crisis. Bankruptcy filings jump in August from historically low levels. CVS buys Signify Health for $30.50/share, expanding reach in home healthcare. Catch today’s WSB article seekingalpha.com/wsb. Invest Successfully With Alpha Picks https://seekingalpha.com/alpha-picks/subscribe.
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Sep 06, 2022 |
Wall Street Breakfast: The Week Ahead
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Apple (AAPL) enthusiasts are preparing for a possible iphone 14 drop this week, with a special new tech for night photography. The NFL season kicks off, and football fans are getting ready to bet on their favorite teams, putting a spotlight on the casino sector. Global sales of industrial robots and factory automation is up, as the U.S. deals with harsh labor shortages.
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Sep 04, 2022 |
WSB's Weekend Bite: Do This For Portfolio Income Says George Ball
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This week we're joined by our good friend George Ball, Chairman at Sander Morris Harris. He shares 4 stocks that he would be selling puts against right now to create income for your portfolio. Also, Kim Khan breaks down what to watch for in the week ahead in Catalyst Watch.
Seeking Alpha's Labor Day Sale Mentioned in this episode: Options Knowledge Base on Seeking Alpha Bank of America's Option Calls |
Sep 03, 2022 |
Wall Street Breakfast September 1: August Jobs Report To Provide More Clues On Economy's Direction, Fed's Rate Path
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August jobs report to provide more clues on economy's direction, Fed's rate path. Starbucks names Laxman Narasimhan as its next CEO.iPhone crown: Over half of America is using smartphones made by Apple. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 02, 2022 |
Wall Street Breakfast September 1: Disney Considers Amazon-Like Membership Program
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Disney considers Amazon-like membership program - WSJ. Will the Nord Stream shutdown add to volatility in energy markets? Nvidia drops after U.S. prohibits sales of some of its products to China. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Sep 01, 2022 |
Wall Street Breakfast August 31: Oil Prices Likely To Return To $120 As Global Energy Crisis Continues - Goldman Sachs' Jeff Currie
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Nasdaq futures lead S&P, Dow with focus on jobs and peak '22 hawkishness. Oil prices likely to return to $120 as global energy crisis continues - Goldman Sachs' Jeff Currie. Snap to cut 20% of workforce - report. Hundreds of Facebook contractors set to lose work in outsourcing - report. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Aug 31, 2022 |
Wall Street Breakfast August 30: Quantitative Tightening Goes Full Throttle: How Will It Impact Investors?
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Quantitative tightening goes full throttle: How will it impact investors? Goldman says buy commodities, as markets overestimate global recession risk. EU plans to intervene in energy markets to stop surging power prices. Nasdaq, S&P 500, Dow Jones futures rise as market looks to break out of slump. Catch today’s WSB article seekingalpha.com/wsb. Start Your Free Trial of Seeking Alpha Premium - https://bit.ly/3uX5TDY.
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Aug 30, 2022 |
Wall Street Breakfast August 29: Jackson Hole Hangover: Stock Futures Continue To Slide After Wall Street Rout
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