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Wall Street Breakfast

  • Fed, jobs report ahead as Apple, Amazon report

    28 APR 2024 · Traders will be looking for any hints to the timing of https://seekingalpha.com/article/4686791-fomc-meeting-jobs-report-and-apple-earnings-headline-big-week?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report. (0:17) Apple and Amazon lead the https://seekingalpha.com/news/4094989-catalyst-watch-apple-earnings-viking-ipo-chinese-ev-deliveries-and-russell-indices-rank-day?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report. (2:06) Elon Musk makes https://seekingalpha.com/news/4095221-elon-musk-arrives-in-china-for-talks-about-self-driving-technology?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report to China. (4:12) Show Notes https://seekingalpha.com/news/4095132-sa-analyst-roundtable-when-will-the-fed-cut-rates?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report https://seekingalpha.com/news/4094898-baird-says-short-interest-increased-in-april-in-the-fashion-and-wellness-industries?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report.
    5m 41s
  • T-bills, gold and macro volatility

    27 APR 2024 · Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts https://seekingalpha.com/article/4686696-roundtable-discussion-on-gold-tech-defense-bitcoin-country-etfs-and-ignored-stocks?source=wsb_podcast:tbills_gold_macro_volatility. Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:tbills_gold_macro_volatility Show links: https://seekingalpha.com/article/4680795-upsidedownside-tug-of-war?source=wsb_podcast:tbills_gold_macro_volatility https://seekingalpha.com/article/4686173-wall-street-lunch-us-gdp-slowing?source=wsb_podcast:tbills_gold_macro_volatility https://seekingalpha.com/news/4088553-us10y-tops-45-and-us2y-knocks-on-the-door-of-5-after-strong-cpi-report?source=wsb_podcast:tbills_gold_macro_volatility Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:tbills_gold_macro_volatility and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:tbills_gold_macro_volatility.
    7m 2s
  • Snap soars on surprise profit beat, strong revenue forecast

    26 APR 2024 · Snap sees up to 18% revenue https://seekingalpha.com/news/4094588-snap-sees-up-to-18-revenue-growth-in-current-quarter-stock-rockets-25-after-hours?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast in current quarter, stock rockets. (00:24) Alphabet (GOOG) (GOOGL) jumps as YouTube, search drive https://seekingalpha.com/news/4094507-alphabet-jumps-12-as-youtube-search-drive-easy-revenue-beat?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast revenue beat. (01:55) Microsoft (MSFT) jumps as Azure continues https://seekingalpha.com/news/4094182-microsoft-jumps-azure-continues-strong-growth-aided-ai?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast growth, aided by AI. (03:21) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast. Show links:  https://seekingalpha.com/news/4094701-biggest-stock-movers-today-goog-msft-snap-and-more?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast https://seekingalpha.com/news/4094403-hertz-slides-20-as-depreciating-tesla-dent-the-bottom-line?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast https://seekingalpha.com/news/4094662-honda-to-spend-c15b-to-expand-electric-vehicle-efforts-in-canada?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast https://seekingalpha.com/news/4094677-fcc-restores-net-neutrality-rules?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:snap_soars_on_surprise_profit_beat_strong_revenue_forecast and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 53s
  • Weak GDP raises stagflation debate

    25 APR 2024 · GDP +1.6%, the https://seekingalpha.com/news/4094072-us-gross-domestic-product-growth-cools-markedly-in-q1?source=wsb_podcast:weak_gdp_raises_stagflation_debate in 2 years, as inflation came in hot. (0:16) Wall Street rushes to https://seekingalpha.com/news/4094000-meta-dives-guidance-spending-worry-investors-wall-street-plays-defense?source=wsb_podcast:weak_gdp_raises_stagflation_debate Meta stock. (3:33) Biggest oil ETF sees https://seekingalpha.com/news/4093769-top-oil-etf-slammed-with-record-outflow-as-geopolitical-fears-fade?source=wsb_podcast:weak_gdp_raises_stagflation_debate ever. (4:42) Show Notes https://seekingalpha.com/news/4093459-david-m-einhorn-gold-demand-from-the-east-is-pushing-its-price-higher?source=wsb_podcast:weak_gdp_raises_stagflation_debate https://seekingalpha.com/news/4093152-dividend-investing-only-14-sp-stocks-have-a-3-yield-and-returned-over-10-ytd?source=wsb_podcast:weak_gdp_raises_stagflation_debate https://seekingalpha.com/news/4092710-7-stocks-in-fin-tech-and-payments-baird-analysts-like-the-most?source=wsb_podcast:weak_gdp_raises_stagflation_debate Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:weak_gdp_raises_stagflation_debate Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:weak_gdp_raises_stagflation_debate and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:weak_gdp_raises_stagflation_debate.
    6m 35s
  • Nvidia to acquire two Israeli AI startups

    25 APR 2024 · Nvidia (NVDA) to buy two Israeli startups aiming to run https://seekingalpha.com/news/4093804-nvidia-acquisition-two-israeli-startups-lower-costs-ai-models?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups more cheaply. (00:25) META earnings call: https://seekingalpha.com/news/4093729-meta-earnings-call-more-spending-on-ai-ahead-before-payoff-shares-16?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, https://seekingalpha.com/news/4093806-microsoft-backed-rubrik-prices-ipo-at-32shr-above-indicated-range?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups indicated range. (02:32) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups. Show links:  https://seekingalpha.com/news/4093836-biggest-stock-movers-today-meta-ibm-f-and-more?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups https://seekingalpha.com/news/4093413-walmart-kroger-shares-hint-at-concerns-about-amazons-low-cost-delivery-plan-ubs-says?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups https://seekingalpha.com/news/4093822-us-gdp-preview-economic-growth-q1-consumer-spending?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups https://seekingalpha.com/news/4093756-bhp-weighs-potential-takeover-of-anglo-american-bloomberg?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:nvidia_to_acquire_two_israeli_ai_startups and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 59s
  • Boeing cites safety progress as loss narrows

    24 APR 2024 · Boeing https://seekingalpha.com/news/4093053-boeings-shares-rise-as-quarterly-loss-narrows-despite-scrutiny-of-plane-safety?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows on the top and bottom lines. (0:16) AT&T https://seekingalpha.com/news/4093046-att-climbs-on-q1-profit-beat-as-postpaid-phone-subscribers-rise-affirms-fy24-outlook?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows guidance. (1:46) Iron ore futures hit https://seekingalpha.com/news/4093031-iron-ore-prices-surge-as-fortescue-shipments-slide-on-derailment-weather?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows in 7 weeks. (3:53)  Show Notes https://seekingalpha.com/news/4092877-stock-investors-face-meaningful-losses-from-sp-500s-slide-but-hope-lies-in-key-metric?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows https://seekingalpha.com/news/4093081-durable-goods-orders-rise-more-than-expected-in-march?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:boeing_cites_safety_progress_as_loss_narrows.
    5m 56s
  • Google delays phaseout of third-party cookies

    24 APR 2024 · Google (GOOG) (GOOGL) delays https://seekingalpha.com/news/4092914-google-delays-phaseout-third-party-cookies-chrome?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming https://seekingalpha.com/news/4092806-tesla-rallies-after-pointing-to-its-upcoming-affordable-models-autonomous-upside?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies models. (01:10) FTC votes to ban https://seekingalpha.com/news/4092754-ftc-votes-to-ban-non-compete-clauses?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies clauses. (02:08) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies. Show links:  https://seekingalpha.com/news/4092951-biggest-stock-movers-today-tsla-txn-enph-and-more?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies https://seekingalpha.com/news/4092681-jpmorgan-ceo-jamie-dimon-us-economy-is-booming-but-beware-of-fiscal-dominance?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies https://seekingalpha.com/news/4092882-grayscale-files-to-register-shares-of-ethereum-trust-plans-for-lower-fee-substitute?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies https://seekingalpha.com/news/4092862-history-suggests-the-materials-sector-is-about-to-hit-a-seasonal-peak-renmac-says?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:google_delays_phaseout_of_third_party_cookies and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 33s
  • California vs airport security line jumping

    23 APR 2024 · State Senator's bill would https://seekingalpha.com/news/4092240-california-bill-ban-clear-airport-security-lines?source=wsb_podcast:california_vs_airport_security_line_jumping from security areas across the state. (0:16) GM handily https://seekingalpha.com/news/4092399-gm-shares-buoyed-impressive-q1-results-higher-fy24-profit-guidance?source=wsb_podcast:california_vs_airport_security_line_jumping forecasts. (2:33) Apple sets special event for https://seekingalpha.com/news/4092539-apple-sets-special-event-for-may-7-ipads-likely-to-be-in-focus?source=wsb_podcast:california_vs_airport_security_line_jumping. (4:22) Snow Notes https://seekingalpha.com/news/4092167-jp-morgans-kolanovic-says-the-correction-in-stocks-isnt-finished-yet?source=wsb_podcast:california_vs_airport_security_line_jumping https://seekingalpha.com/news/4092513-us-pmi-manufacturing-unexpectedly-slips-into-negative-territory-in-april?source=wsb_podcast:california_vs_airport_security_line_jumping Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:california_vs_airport_security_line_jumping Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:california_vs_airport_security_line_jumping and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:california_vs_airport_security_line_jumping.
    5m 56s
  • UnitedHealth confirms personal data compromised in cyberattack

    23 APR 2024 · UnitedHealth (UNH) confirms https://seekingalpha.com/news/4092252-unitedhealth-confirms-personal-data-compromised-in-cyberattack?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) https://seekingalpha.com/news/4092264-china-tenders-nvidia-ai-chips-super-micro-dell-servers?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for https://seekingalpha.com/news/4091960-ices-new-york-stock-exchange-conducts-poll-on-247-stock-trading?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack stock trading. (02:43) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack. Show links:  https://seekingalpha.com/news/4092280-biggest-stock-movers-today-ibrx-nvs-and-more?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack https://seekingalpha.com/news/4092217-capri-holdings-ticks-lower-as-ftc-sues-to-block-85b-sale-to-tapestry?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack https://seekingalpha.com/news/4092243-this-chart-shows-how-magnificent-7-stocks-have-fared-before-their-earnings-reports?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack https://seekingalpha.com/news/4092240-california-bill-ban-clear-airport-security-lines?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:unitedhealth_confirms_personal_data_compromised_in_cyberattack and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 46s
  • Tech trade tide turning?

    22 APR 2024 · UBS https://seekingalpha.com/news/4091856-apple-nvidia-among-big-6-tech-getting-rating-cut-at-ubs-on-earnings-momentum-reversal?source=wsb_podcast:tech_trade_tide_turning Apple, Amazon, Google, Meta, Microsoft and Nvidia. (0:16) Five risks to the $2 trillion https://seekingalpha.com/news/4091834-five-risks-posed-by-the-2-trillion-private-credit-market?source=wsb_podcast:tech_trade_tide_turning. (1:55) Expect 13 new https://seekingalpha.com/news/4091726-13-new-obesity-drugs-could-hit-the-market-by-2029-amid-surging-demand?source=wsb_podcast:tech_trade_tide_turning by '29. (5:11) Show Notes https://seekingalpha.com/news/4091724-goldman-picks-top-capex-and-rd-stocks?source=wsb_podcast:tech_trade_tide_turning https://seekingalpha.com/news/4091828-tesla-skids-3-to-a-new-52-week-low-with-earnings-on-tap-for-tuesday?source=wsb_podcast:tech_trade_tide_turning https://seekingalpha.com/news/4091829-verizon-gains-as-q1-earnings-top-estimates?source=wsb_podcast:tech_trade_tide_turning Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:tech_trade_tide_turning Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:tech_trade_tide_turning and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:tech_trade_tide_turning.
    7m 22s
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb
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