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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Wall Street Breakfast
Wall Street Breakfast
14 OCT 2024 · Evercore puts Apple on its https://seekingalpha.com/news/4158165-apple-added-to-evercores-tactical-outperform-list-amid-low-expectations?source=wsb_podcast:apple_nvidia_get_research_love list. (0:16) Wells Fargo bullish on https://seekingalpha.com/news/4158192-nvidia-ticks-up-as-wells-fargo-sees-dgx-b200-pricing-news-as-a-positive?source=wsb_podcast:apple_nvidia_get_research_love. (0:53) Was Uber the https://seekingalpha.com/news/4158173-why-uber-may-have-won-teslas-robotaxi-event?source=wsb_podcast:apple_nvidia_get_research_love at Tesla's robotaxi event? (3:01)
Show Notes
https://seekingalpha.com/news/4158230-opec-lowers-global-oil-demand-growth-outlook-for-third-straight-month?source=wsb_podcast:apple_nvidia_get_research_love
https://seekingalpha.com/news/4158162-three-us-professors-win-nobel-prize-for-economy-on-institutions-and-prosperity?source=wsb_podcast:apple_nvidia_get_research_love
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:apple_nvidia_get_research_love
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:apple_nvidia_get_research_love and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:apple_nvidia_get_research_love.
14 OCT 2024 · SpaceX (SPACE) conducts fifth Starship https://seekingalpha.com/news/4158083-spacex-conducts-fifth-starship-test-flight-returns-super-heavy-booster-for-the-first-time?source=wsb_podcast:spacex_completes_historic_starship_flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to https://seekingalpha.com/news/4158089-b-riley-to-sell-great-american-unit-to-oaktree-capital-for-400m-in-cash-stock-wsj?source=wsb_podcast:spacex_completes_historic_starship_flight unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest https://seekingalpha.com/news/4158105-biggest-stock-movers-monday-rily-siri-and-more?source=wsb_podcast:spacex_completes_historic_starship_flight Monday: RILY, SIRI, and more. (02:39)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:spacex_completes_historic_starship_flight.
Show links:Â
https://seekingalpha.com/news/4158094-china-unveils-highly-anticipated-fiscal-stimulus-plan-but-fails-to-deliver-stimulus-specifics?source=wsb_podcast:spacex_completes_historic_starship_flight
https://seekingalpha.com/news/4158005-jpmorgans-jamie-dimon-analysts-exchange-words-on-?source=wsb_podcast:spacex_completes_historic_starship_flight2025-nii-outlook
https://seekingalpha.com/news/4158088-wall-streets-bull-run-celebrates-second-birthday-a-look-at-major-assets-their-returns?source=wsb_podcast:spacex_completes_historic_starship_flight
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:spacex_completes_historic_starship_flight 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:spacex_completes_historic_starship_flight.
13 OCT 2024 · Netflix's crackdown on password sharing is expected to help https://seekingalpha.com/article/4726288-netflix-procter-and-gamble-and-taiwan-semi-headline-big-week-of-earnings?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up. (0:18) September https://seekingalpha.com/news/4157956-catalyst-watch-netflix-earnings-lenovo-tech-event-paris-motor-show-and-eyes-on-oil?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up expected to rise. (2:27) Warren Buffett https://seekingalpha.com/news/4158078-berkshire-hathaway-further-boosts-siriusxm-stake-with-87m-share-purchase?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up SiriusXM. (3:47)
Show Notes
https://seekingalpha.com/news/4157978-long-high-end-retail-and-short-low-end-retail-through-2024-wolfe-research?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up
https://seekingalpha.com/news/4157846-dividend-roundup-pfizer-caterpillar-pnc-financial-abbvie-and-more?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:netflix_in_spotlight_as_earnings_rev_up.
11 OCT 2024 · Tesla (TSLA) https://seekingalpha.com/news/4157768-tesla-shows-off-cybercab-robovan-prototype-and-next-gen-optimus-humanoid-robot?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's https://seekingalpha.com/news/4157706-triumph-group-jumps-after-report-its-exploring-a-sale?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to https://seekingalpha.com/news/4157673-disney-comcast-and-seaworld-to-reopen-florida-theme-parks-after-hurricane-milton-landfall?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot Florida theme parks after Hurricane Milton landfall. (02:32)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot.
Show links:Â
https://seekingalpha.com/news/4157787-biggest-stock-movers-friday-tsla-aehr-and-more?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot
https://seekingalpha.com/news/4157783-boeing-unfair-labor-practice-charge-union-bad-faith-bargaining-strike?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot
https://seekingalpha.com/news/4157692-why-is-wall-street-shrugging-off-geopolitical-risk-and-powering-to-new-highs?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot
https://seekingalpha.com/news/4157674-amd-dips-after-unveiling-new-ai-chip-cpu-at-showcase-event?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tesla_shows_off_cybercab_robovan_and_robot 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:tesla_shows_off_cybercab_robovan_and_robot.
10 OCT 2024 · The September CPI arrives https://seekingalpha.com/news/4157543-september-cpi-rises-more-than-expected-indicating-inflation-risks-remain?source=wsb_podcast:inflation_stubborn_as_jobs_wobble than expected. (0:15) Jobless claims hit https://seekingalpha.com/news/4157542-initial-jobless-claims-climbs-more-than-expected-in-past-week?source=wsb_podcast:inflation_stubborn_as_jobs_wobble in more than a year. (1:20)  Apple and Amazon team up https://seekingalpha.com/news/4157457-apple-tv-joins-hands-with-amazons-prime-video-to-expand-reach?source=wsb_podcast:inflation_stubborn_as_jobs_wobble. (4:25)
Show Notes
https://seekingalpha.com/news/4157297-winners-and-losers-from-piper-sandlers-latest-survey-of-teenagers?source=wsb_podcast:inflation_stubborn_as_jobs_wobble
https://seekingalpha.com/news/4157499-pfizer-former-executives-exit-activist-drive?source=wsb_podcast:inflation_stubborn_as_jobs_wobble
Episode transcripts:Â https://seekingalpha.com/wsb?source=wsb_podcast:inflation_stubborn_as_jobs_wobble
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:inflation_stubborn_as_jobs_wobble and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:inflation_stubborn_as_jobs_wobble.
10 OCT 2024 · Delta Air Lines (DAL) https://seekingalpha.com/news/4157341-delta-air-lines-q3-preview-can-lower-fuel-prices-offset-july-outage?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an https://seekingalpha.com/news/4157429-blackrock-said-to-be-exploring-an-acquisition-of-private-credit-firm-hps?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest https://seekingalpha.com/news/4157440-openai-projections-suggest-no-profits-until-2029-report?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage until 2029: report. (02:26)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage.
Show links:Â
https://seekingalpha.com/news/4157323-texas-instruments-infineon-added-as-new-nvidia-suppliers-analyst?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage
https://seekingalpha.com/news/4157405-costco-reports-9-increase-in-september-net-sales-and-comp-sales?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage
https://seekingalpha.com/news/4157435-peter-todd-denies-claims-of-being-satoshi-bitcoins-mysterious-creator-reports?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:delta_q3_earnings_in_focus_after_crowdstrike_outage 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:delta_q3_earnings_in_focus_after_crowdstrike_outage.
9 OCT 2024 · Jensen Huang says https://seekingalpha.com/news/4157205-nvidias-ceo-sees-next-gen-ai-with-reasoning-ability-but-it-depends-on-computing-cost?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide will reflect on its own conclusions. (0:16) Hurricane Milton could have the https://seekingalpha.com/news/4157263-hurricane-milton-may-be-the-costliest-insured-hurricane-in-history?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide dollar damage amount. (1:03) Boeing could get https://seekingalpha.com/news/4157127-boeing-put-creditwatch-sp-implications-ongoing-strike-weigh?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide. (2:09)
Show Notes
https://seekingalpha.com/news/4157169-taiwan-semis-q3-sales-seen-to-beat-estimates-september-revenue-surges-amid-ai-chip-demand?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide
https://seekingalpha.com/news/4157229-apples-global-pc-shipment-tumble-in-q3-lenovo-leads-the-pack?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide
Episode transcripts:Â https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:nvidia_ceo_sees_reasoning_AI_if_costs_slide.
9 OCT 2024 · U.S. considers https://seekingalpha.com/news/4157152-us-considers-breakup-of-google-in-landmark-antitrust-case?source=wsb_podcast:doj_weighs_google_breakup in landmark antitrust case. (00:22) Boeing https://seekingalpha.com/news/4157141-boeing-withdraws-pay-offer-striking-workers-negotiations-reach-stalemate?source=wsb_podcast:doj_weighs_google_breakup to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says https://seekingalpha.com/news/4157083-the-las-vegas-strip-says-goodbye-to-the-iconic-tropicana-property-tonight?source=wsb_podcast:doj_weighs_google_breakup to the iconic Tropicana property tonight. (02:34)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:doj_weighs_google_breakup.
Show links:Â
https://seekingalpha.com/news/4157165-biggest-stock-movers-today-arcadium-lithium-chinese-stock-names?source=wsb_podcast:doj_weighs_google_breakup
https://seekingalpha.com/news/4157162-hurricane-milton-nears-florida-people-evacuate-companies-halt-operations?source=wsb_podcast:doj_weighs_google_breakup
https://seekingalpha.com/news/4157158-warren-buffetts-bank-of-america-selling-spree-surpasses-10-billion-mark?source=wsb_podcast:doj_weighs_google_breakup
https://seekingalpha.com/news/4157130-gm-sees-evs-achieving-profitability-by-q4-no-plans-to-scale-back-in-china?source=wsb_podcast:doj_weighs_google_breakup
https://seekingalpha.com/news/4157154-rio-tinto-to-acquire-arcadium-lithium-for-67b-in-all-cash-deal?source=wsb_podcast:doj_weighs_google_breakup
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:doj_weighs_google_breakup 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:doj_weighs_google_breakup.
8 OCT 2024 · McDonald's https://seekingalpha.com/news/4156915-mcdonalds-sues-big-four-meatpackers?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef Big Four beef producers for price fixing. (0:16) Citi says Nvidia is https://seekingalpha.com/news/4156951-nvidia-keeps-buy-rating-as-citi-highlights-key-investor-topics-on-stock?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef. (2:28) Wells Fargo shakes up its https://seekingalpha.com/news/4156989-wells-fargo-tweaks-signature-picks-amzn-stz-msft?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef, ditching Amazon. (4:30)
Show Notes
https://seekingalpha.com/news/4156953-fda-sued-over-end-eli-lilly-zepbound-shortage?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef
https://seekingalpha.com/news/4156881-china-announces-special-bond-to-support-the-economy-no-major-stimulus?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef
Episode transcripts:Â https://seekingalpha.com/wsb?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:mcdonalds_takes_on_conspiracy_of_beef.
8 OCT 2024 · Samsung (SSNLF) apologizes as it https://seekingalpha.com/news/4156888-samsung-guidance-apology-ai-chip-delay?source=wsb_podcast:samsung_warns_of_q3_profit_hit with rivals in AI chip race. (00:23) FTX wins court approval to https://seekingalpha.com/news/4156817-ftx-wins-court-approval-to-repay-customers-harmed-by-crypto-firms-demise-report?source=wsb_podcast:samsung_warns_of_q3_profit_hit harmed by crypto firm's demise - report. (01:48) Foxconn is building https://seekingalpha.com/news/4156885-foxconn-is-building-worlds-largest-nvidia-superchip-factory?source=wsb_podcast:samsung_warns_of_q3_profit_hit Nvidia 'superchip' factory. (03:04)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:samsung_warns_of_q3_profit_hit.
Show links:Â
https://seekingalpha.com/news/4156893-biggest-stock-movers-today-chinese-stocks-and-more?source=wsb_podcast:samsung_warns_of_q3_profit_hit
https://seekingalpha.com/news/4156881-china-announces-special-bond-to-support-the-economy-no-major-stimulus?source=wsb_podcast:samsung_warns_of_q3_profit_hit
https://seekingalpha.com/news/4156871-adt-announces-unauthorized-activity-on-the-companys-network?source=wsb_podcast:samsung_warns_of_q3_profit_hit
https://seekingalpha.com/news/4156889-vodafone-google-deepens-ai-partnership-in-ten-year-billion-dollar-plus-deal-across-europe-africa?source=wsb_podcast:samsung_warns_of_q3_profit_hit
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:samsung_warns_of_q3_profit_hit 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:samsung_warns_of_q3_profit_hit.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Information
Author | Seeking Alpha |
Organization | Seeking Alpha |
Categories | Business News , Investing |
Website | seekingalpha.com |
podcastmanagement@seekingalpha.com |
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