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Wall Street Breakfast

  • Rate cutting cycle in full swing

    6 JUN 2024 · The ECB https://seekingalpha.com/news/4113547-ecb-cuts-key-interest-rates-by-25-bps?source=wsb_podcast:rate_cutting_cycle_in_full_swing by 25 basis points. (0:23) NIO shares https://seekingalpha.com/news/4113538-chinese-ev-stocks-are-on-watch-after-nio-reports-a-larger-loss-than-a-year-ago?source=wsb_podcast:rate_cutting_cycle_in_full_swing post-earning. (2:34) Evercore gets https://seekingalpha.com/news/4113532-carvana-rises-after-evercore-isi-adds-the-auto-retailer-to-its-positive-tactical-trading-list?source=wsb_podcast:rate_cutting_cycle_in_full_swing on Carvana. (3:13) Show Notes https://seekingalpha.com/news/4113273-stocks-with-the-largest-market-cap-in-the-us-from-the-1950s-to-today-msim?source=wsb_podcast:rate_cutting_cycle_in_full_swing Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:rate_cutting_cycle_in_full_swing Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:rate_cutting_cycle_in_full_swing 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:rate_cutting_cycle_in_full_swing.
    6m 2s
  • Nvidia hits $3T, faces antitrust challenges

    6 JUN 2024 · https://seekingalpha.com/news/4113434-antitrust-police-going-after-nvidia-microsoft-and-openai-nyt going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands https://seekingalpha.com/news/4113415-amazon-unit-zoox-expands-robotaxi-testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for https://seekingalpha.com/news/4113389-tempus-ai-based-diagnostics-maker-sets-terms-for-400m-ipo. (02:51) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges. Show links:  https://seekingalpha.com/news/4113351-nvidia-at-3t-etfs-with-the-biggest-weightings-in-the-hot-ai-chipmaker?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges https://seekingalpha.com/news/4113449-biggest-stock-movers-lulu-five-and-more?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges https://seekingalpha.com/news/4113399-sp-downgrades-spirit-airlines-to-ccc-pushing-it-further-into-junk?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges https://seekingalpha.com/news/4113365-lululemon-delivers-strong-q1-and-hikes-profit-guidance-above-street-view?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges https://seekingalpha.com/news/4113395-victorias-secret-sales-and-profits-decline-challenging-and-competitive-environment?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:nvidia_hits_3t_faces_antitrust_challenges and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 51s
  • Rave over: FDA shuts down MDMA therapy

    5 JUN 2024 · An advisory panel https://seekingalpha.com/news/4113021-psychedelic-stocks-fall-as-fda-panel-rejects-mdma-therapy ecstasy treatment for PTSD. (0:16) Services activity https://seekingalpha.com/news/4113174-ism-services-pmi-climbs-to-538-in-may-stronger-than-expected (1:34) You know what they call a https://seekingalpha.com/news/4112977-mcdonalds-loses-eu-trademark-for-chicken-big-macs?source=wsb_podcast:rave_over_fda_shuts_down_mdma_therapy in Europe? (4:14) Episode transcripts https://www.spreaker.com?source=wsb_podcast:rave_over_fda_shuts_down_mdma_therapy Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:rave_over_fda_shuts_down_mdma_therapy 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:rave_over_fda_shuts_down_mdma_therapy.
    5m 53s
  • PA court cuts Bayer’s Roundup verdict from $2.25B to $400M

    5 JUN 2024 · Bayer's (BAYRY) $2.25B Roundup verdict https://seekingalpha.com/news/4112914-bayers-225b-roundup-verdict-cut-to-400m-by-pennsylvania-judge?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut https://seekingalpha.com/news/4112840-united-airlines-expected-to-cut-staffing-needs-this-year-as-carrier-faces-shortage-of-planes?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts https://seekingalpha.com/news/4112921-nike-cuts-jobs-at-its-european-headquarters-as-part-of-2b-cost-cutting-plan?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m at its European headquarters as part of $2B cost-cutting plan - report. (03:21) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m. Show links:  https://seekingalpha.com/news/4112939-biggest-stock-movers-today-crwd-hpe-and-more?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m https://seekingalpha.com/news/4112819-elon-musk-estimates-tesla-will-spend-up-to-4b-this-year-on-nvidia-ai-chips?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m https://seekingalpha.com/news/4112832-microsoft-invests-in-ai-startup-touchcast-to-make-more-efficient-gen-ai-report?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m https://seekingalpha.com/news/4112891-the-ev-related-stock-that-is-up-100-this-year-and-still-loved-by-both-analysts-and-quants?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m https://seekingalpha.com/news/4112846-roaring-kittys-gamestop-trades-come-under-probe-by-massachusetts-regulator-report?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:pa_court_cuts_bayers_roundup_verdict_from_225b_to_400m and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 48s
  • Oil sinks to February lows

    4 JUN 2024 · OPEC+ overproduction and demand concerns are https://seekingalpha.com/news/4112517-oil-prices-hit-four-month-lows-us-adds-33m-barrels-to-strategic-petroleum-reserve?source=wsb_podcast:oil_sinks_to_february_lows prices. (0:16) Roaring Kitty getting https://seekingalpha.com/news/4112442-morgan-stanleys-etrade-considers-kicking-roaring-kitty-off-platform-report?source=wsb_podcast:oil_sinks_to_february_lows of E*Trade? (1:25) Realty Income https://seekingalpha.com/news/4112583-realty-income-boosts-investment-volume-guidance-and-lower-end-of-ffo-range?source=wsb_podcast:oil_sinks_to_february_lows on investment volume. (2:27)  Show Notes https://seekingalpha.com/news/4112430-goldman-sachs-adds-5-stocks-including-2-solar-names-to-its-us-conviction-list?source=wsb_podcast:oil_sinks_to_february_lows Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:oil_sinks_to_february_lows Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:oil_sinks_to_february_lows 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:will_the_labor_market_keep_humming.
    5m 15s
  • Microsoft faces complaint over kids’ data rights

    4 JUN 2024 · Microsoft (MSFT) faces advocacy group's https://seekingalpha.com/news/4112545-microsoft-faces-advocacy-groups-privacy-complaint-in-austria-over-education-program?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights in Austria over education program. (00:25) Illumina (ILMN) board approves https://seekingalpha.com/news/4112510-illumina-board-approves-spinoff-grail?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights of GRAIL. (01:54) NYSE to bust https://seekingalpha.com/news/4112462-nyse-to-bust-erroneous-trades-in-berkshire-hathaways-class-a-shares-report?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights in Berkshire Hathaway's (BRK.A) class A shares - report. (02:20)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights. Show links:  https://seekingalpha.com/news/4112541-biggest-stock-movers-today-gme-hqy-and-more?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights https://seekingalpha.com/news/4112473-bill-ackmans-pershing-square-seeks-to-raise-25b-for-us-closed-end-fund-report?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights https://seekingalpha.com/news/4112442-morgan-stanleys-etrade-considers-kicking-roaring-kitty-off-platform-report?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights https://seekingalpha.com/news/4112430-goldman-sachs-adds-5-stocks-including-2-solar-names-to-its-us-conviction-list?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights https://seekingalpha.com/news/4112518-us-home-power-bills-forecast-to-jump-nearly-8-this-summer-report?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:microsoft_faces_complaint_over_kids_data_rights and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 21s
  • AI chip war heats up

    3 JUN 2024 · https://seekingalpha.com/news/4112160-nvidia-says-next-generation-rubin-ai-platform-coming-in-2026?source=wsb_podcast:ai_chip_war_heating_up, https://seekingalpha.com/news/4112213-amd-unveils-new-processors-as-ai-chip-race-heats-up?source=wsb_podcast:ai_chip_war_heating_up and https://seekingalpha.com/news/4112219-chip-designer-arm-eyes-100b-of-its-devices-to-be-ai-ready-by-next-year-end?source=wsb_podcast:ai_chip_war_heating_up provide updates on their AI processor plans. (0:16) NYSE trading https://seekingalpha.com/news/4112345-nyse-equities-investigating-reported-technical-issue-reports?source=wsb_podcast:ai_chip_war_heating_up show Berkshire Hathaway down 99%. (1:45) JPMorgan https://seekingalpha.com/news/4112285-restaurant-check-krispy-kreme-sweetgreen-and-mcdonalds-are-recommended-at-jp-morgan-while-cava-is-downgraded?source=wsb_podcast:ai_chip_war_heating_up on the restaurant sector. (2:52) Show Notes https://seekingalpha.com/news/4112248-sell-in-may-and-go-away-didnt-work-again?source=wsb_podcast:ai_chip_war_heating_up https://seekingalpha.com/news/4112342-ism-manufacturing-pmi-unexpectedly-slips-in-may?source=wsb_podcast:ai_chip_war_heating_up https://seekingalpha.com/news/4112251-waste-management-confirms-deal-to-buy-stericycle-for-62share?source=wsb_podcast:ai_chip_war_heating_up Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:cathie_wood_invests_in_elon_musks_xai Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:will_the_labor_market_keep_humming 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:will_the_labor_market_keep_humming.
    6m 44s
  • GameStop surges as Roaring Kitty strikes again

    3 JUN 2024 · GameStop surges as https://seekingalpha.com/news/4112184-roaring-kitty-gamestop-stake-meme-stock-rally?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again reveals $116M bet. (00:26) Skydance's https://seekingalpha.com/news/4112173-skydances-latest-offer-allows-paramount-holders-to-cash-out-for-15share-reports?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again allows Paramount holders to cash out for $15/share - reports. (02:12) Waste Management near deal to buy https://seekingalpha.com/news/4112172-waste-management-near-deal-to-buy-stericycle-wsj?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again - WSJ. (03:10) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again. Show links:  https://seekingalpha.com/news/4112194-biggest-stock-movers-today-gme-gsk-and-more?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again https://seekingalpha.com/news/4112165-stocks-most-loved-by-hedge-funds-and-mutual-funds?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again https://seekingalpha.com/news/4112168-stocks-most-shunned-by-hedge-funds-and-mutual-funds?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again https://seekingalpha.com/news/4112171-tesla-shareholders-outside-of-us-are-at-risk-of-missing-vote?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again https://seekingalpha.com/news/4112164-live-nation-confirms-ticketmaster-was-hacked?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:gamestop_surges_as_roaring_kitty_strikes_again and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 23s
  • Will the labor market keep humming?

    2 JUN 2024 · Economists expect that another 185K jobs https://seekingalpha.com/article/4696840-investors-prep-for-a-key-jobs-report?source=wsb_podcast:will_the_labor_market_keep_humming in May. (0:18) Nvidia 10-for-1 https://seekingalpha.com/news/4111995-catalyst-watch-nvidia-stock-split-buzz-computex-walmarts-annual-meeting-and-reits-on-display?source=wsb_podcast:will_the_labor_market_keep_humming on the way. (1:46) A deeper dive into crypto ETFs. (5:35)  Show Notes https://seekingalpha.com/news/4112138-elon-musk-accused-insider-trading-tesla-investor?source=wsb_podcast:will_the_labor_market_keep_humming https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:will_the_labor_market_keep_humming Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:cathie_wood_invests_in_elon_musks_xai Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:will_the_labor_market_keep_humming 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:will_the_labor_market_keep_humming.
    9m 20s
  • Trump Media falls after verdict reached in New York criminal case

    31 MAY 2024 · Trump Media (DJT) https://seekingalpha.com/news/4111791-trump-media-down-8-after-verdict-reached-new-york-criminal-casse?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case after verdict reached in New York criminal case. (00:32) OPEC+ considering https://seekingalpha.com/news/4111804-opec-considering-extending-some-production-cuts-into-2025-report?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case some production cuts into 2025 - report. (01:15)  AI content deals said to be under https://seekingalpha.com/news/4111816-ai-content-deals-doj-antitrust-scrutiny?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case. (02:08)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case. Show links:  https://seekingalpha.com/news/4111829-biggest-stock-movers-today-zs-dell-djt-and-more?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case https://seekingalpha.com/news/4111681-walmart-jumps-head-of-amazon-prime-day-with-its-walmart-week-event?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case https://seekingalpha.com/news/4111789-eu-approves-biogen-treatment-for-genetic-form-of-als?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case https://seekingalpha.com/news/4111672-home-prices-hit-new-all-time-highs-in-march-sp-corelogic-case-shiller?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case https://seekingalpha.com/news/4111802-utilities-xlu-sector-may-trading-ai-investing-stocks-top-10-holdings-equities?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:trump_media_falls_after_verdict_reached_in_new_york_criminal_case and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 56s
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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