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Wall Street Breakfast

  • Meme trade day 2: Huge swings and trading halts

    14 MAY 2024 · AMC cashes in with https://seekingalpha.com/news/4105848-amc-cashes-in-on-meme-rally-with-250m-stock-offering-shares-246-in-two-days?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts as the meme rollercoaster continues. (0:16) Powell adamant policy is https://seekingalpha.com/news/4105858-jerome-powell-reiterates-wait-and-see-approach-to-feds-monetary-policy?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts. (2:07) PPI comes in hot but https://seekingalpha.com/news/4105749-producer-price-index-accelerates-in-april-gaining-22-yy?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts calm traders. (2:22)  Show Notes https://seekingalpha.com/news/4105650-meme-stock-fever-still-running-high-gamestop-amc-up-50-premarket?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts https://seekingalpha.com/news/4105712-berkshire-hathaway-mystery-stock-investment-might-be-revealed-soon?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts https://seekingalpha.com/news/4104941-10-lessons-from-earnings-season-socgen?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:meme_trade_day_2_huge_swings_and_trading_halts 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:meme_trade_day_2_huge_swings_and_trading_halts.
    6m 38s
  • Wegovy patients maintain weight loss over four years

    14 MAY 2024 · Novo Nordisk: Patients on Wegovy https://seekingalpha.com/news/4105585-novo-nordisk-weight-loss-patients-wegovy-maintained-four-years?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years weight loss over four years. (00:24)  Walmart to https://seekingalpha.com/news/4105579-walmart-to-layoff-relocate-staff-report?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years jobs, relocate staff - WSJ. (01:28) Uber https://seekingalpha.com/news/4105573-uber-buys-foodpanda-delivery-business-in-taiwan-for-950m?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years delivery business in Taiwan for $950M. (02:19) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years. Show links:  https://seekingalpha.com/news/4105593-biggest-stock-movers-today-meme-stocks-alc-and-more?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105332-what-april-cpi-inflation-reading-means-for-fed?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105328-stocks-with-more-than-10-short-interest-finviz-screener?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years https://seekingalpha.com/news/4105410-morgan-stanley-names-6-stocks-to-help-investors-navigate-the-consumer-downshift?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:wegovy_patients_maintain_weight_loss_over_four_years and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    7m 26s
  • Meme stock vibes return as GameStop soars

    13 MAY 2024 · Roaring Kitty https://seekingalpha.com/news/4105129-roaring-kittys-return-amps-up-meme-stock-animal-spirits?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars and GameStop is off to the races. (0:16) Consumer expecting https://seekingalpha.com/news/4105251-consumers-see-stickier-inflation-ahead-ny-federal-reserve?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars ahead. (2:15) The best https://seekingalpha.com/news/4104943-bofas-pain-trades-for-bulls-and-bears?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars for bulls and bears. (4:53) Snow Notes https://seekingalpha.com/news/4104944-magnificent-7-predicted-to-reinvest-350-billion-this-year?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars https://seekingalpha.com/news/4105101-nvidia-favorite-in-ai-basket-gets-buy-rating-at-jefferies?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:meme_stock_vibes_return_as_gamestop_soars 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:meme_stock_vibes_return_as_gamestop_soars.
    6m 31s
  • Arm forges ahead in AI chip development - report

    13 MAY 2024 · Arm Holdings said to eye https://seekingalpha.com/news/4104956-arm-holdings-ai-chip-launch-plan-softbank-bet?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report next year in major SoftBank bet. (00:24) United Auto Workers faces https://seekingalpha.com/news/4104939-united-auto-workers-faces-key-vote-among-mercedes-workers-in-alabama?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report among Mercedes workers in Alabama. (01:28) Amazon https://seekingalpha.com/news/4104959-amazon-to-invest-13-bln-in-france-create-3000-jobs-report?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report $1.3 bln in France, create 3,000 jobs - report. (02:15) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report. Show links:  https://seekingalpha.com/news/4104995-biggest-stock-movers-today-zk-tme-gme-and-more?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104944-magnificent-7-predicted-to-reinvest-350-billion-this-year?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104955-apple-workers-maryland-store-union-vote-strike?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report https://seekingalpha.com/news/4104964-south-korea-plans-over-7b-aid-package-to-boost-local-chip-industry?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:arm_forges_ahead_in_ai_chip_development_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 42s
  • April CPI and Walmart earnings in spotlight

    12 MAY 2024 · CPI https://seekingalpha.com/news/4103971-inflation-fed-etfs-rents-rate-cuts-cpi-powell-shelter-housing-oer-prices?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight will be closely watched by the Fed. (0:17) Walmart reports https://seekingalpha.com/news/4104676-catalyst-watch-retail-heavweights-walmart-and-home-depot-report-openai-vs-google-and-ev-tariff-drama?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight as consumers stumble. (1:58) OpenAI expected to debut Google https://seekingalpha.com/news/4104384-openai-ai-search-rival-chatgpt-google-perplexity?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight competitor. (4:58) Show Notes https://seekingalpha.com/news/4104592-barclays-spotlights-44-stocks-to-watch-if-inflation-remains-sticky?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight https://seekingalpha.com/news/4104536-dividend-roundup-eli-lilly-american-express-microsoft-delta-air-lines-and-more?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:april_cpi_and_walmart_earnings_in_spotlight 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:april_cpi_and_walmart_earnings_in_spotlight.
    7m 30s
  • Will inflation be larger than we think?

    11 MAY 2024 · AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts https://seekingalpha.com/article/4691856-capital-imbalances-and-why-david-daglio-is-a-reformed-value-investor?source=wsb_podcast:will_inflation_be_larger_than_we_think. Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:will_inflation_be_larger_than_we_think Show links: https://seekingalpha.com/article/4687059-t-bills-gold-and-macro-volatility?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4104892-gold-jumps-to-highest-in-a-month-as-data-signals-slowing-economy-likely-rate-cuts?source=wsb_podcast:will_inflation_be_larger_than_we_think https://seekingalpha.com/news/4100670-citadel-ceo-ken-griffin-sees-the-fed-likely-cutting-interest-rates-later-in-2024?source=wsb_podcast:will_inflation_be_larger_than_we_think Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:will_inflation_be_larger_than_we_think 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:will_inflation_be_larger_than_we_think https://events.seekingalpha.com/event/2024summit/regPage:9f8ea5cc-235e-4ebc-bd4f-1f8df6dac0b5?source=ie_podcast:capital_imbalances_david_daglio_reformed_value_investor?source=wsb_podcast:will_inflation_be_larger_than_we_think
    10m 55s
  • U.S. to impose tariffs on Chinese EVs - report

    10 MAY 2024 · https://seekingalpha.com/news/4104387-biden-new-tariffs-chinese-evs-other-strategic-sectors?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) https://seekingalpha.com/news/4104384-openai-ai-search-rival-chatgpt-google-perplexity?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report next week - report. (01:26) McDonald's (MCD) https://seekingalpha.com/news/4103959-mcdonalds-requiring-franchisees-chip-in-digital-marketing?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report investment in digital marketing.  (03:09)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report. Show links:  https://seekingalpha.com/news/4104408-biggest-stock-movers-today-u-nvax-and-more?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103938-elon-musks-neuralink-faces-defect-first-brain-implant?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4104341-ford-tempering-pledge-full-ev-europe-2030?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report https://seekingalpha.com/news/4103988-bp-aims-to-buy-tesla-supercharging-sites-for-us-expansion-bloomberg?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_to_impose_tariffs_on_chinese_evs_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 44s
  • CBS, Paramount Plus could be up for sale

    9 MAY 2024 · Sony and Apollo group would shed a number of https://seekingalpha.com/news/4103324-sony-apollo-plan-to-sell-cbs-cable-channels-after-buying-paramount-nyt?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sales if their bid is successful. (0:16) Roblox https://seekingalpha.com/news/4103530-roblox-plummets-cuts-full-year-bookings-forecast?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting https://seekingalpha.com/news/4103343-shoplifting-crackdown-organized-retail-theft-ring-busted?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale. (4:48) Show Notes https://seekingalpha.com/news/4101826-stocks-market-investors-bullishness-equities-optimism-historical-high-etfs-surveys-sentimentrader?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale https://seekingalpha.com/news/4103633-plug-power-slides-after-posting-larger-than-forecast-q1-loss?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:cbs_paramount_plus_could_be_up_for_sale 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:cbs_paramount_plus_could_be_up_for_sale.
    6m 56s
  • Disney, Warner Bros. to bundle streaming services

    9 MAY 2024 · Disney (DIS) and Warner Bros. (WBD) unveil https://seekingalpha.com/news/4103341-disney-warner-bros-discovery-streaming-bundle-disney-hulu-max?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services, similar to cable TV package. (00:22) General Motors (GM) saying https://seekingalpha.com/news/4102902-general-motors-saying-goodbye-malibu-increase-production-evs-hybrids?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its https://seekingalpha.com/news/4103356-chinese-ev-maker-nio-to-launch-its-lower-priced-brand-onvo-on-may-15-report?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services brand Onvo on May 15 - report. (02:09) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services. Show links:  https://seekingalpha.com/news/4103386-biggest-stock-movers-today-abnb-arm-sedg-and-more?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103343-shoplifting-crackdown-organized-retail-theft-ring-busted?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103320-seasonal-us-demand-for-gasoline-diesel-worst-since-2020-hitting-refining-margins?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103324-sony-apollo-plan-to-sell-cbs-cable-channels-after-buying-paramount-nyt?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services https://seekingalpha.com/news/4103108-scattered-spider-hacking-group-said-to-target-banks-insurers?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:disney_warner_bros_to_bundle_streaming_services and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 21s
  • U.S. reportedly restricts Qualcomm, Intel over Huawei supply

    8 MAY 2024 · Biden administration reportedly https://seekingalpha.com/news/4101670-biden-administration-reportedly-revokes-export-licenses-supply-huawei-chips?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply export licenses to supply Huawei with chips. (00:24) Reddit (RDDT) delivers https://seekingalpha.com/news/4101846-reddit-delivers-profitable-quarter-on-an-adjusted-ebitda-basis-in-first-results-since-ipo?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply quarter on an adjusted EBITDA basis in first results since IPO. (01:13) Royal Caribbean (RCL) to https://seekingalpha.com/news/4102172-royal-caribbean-hiring-record-cruise-demand?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply to keep up with record cruise demand - report. (02:23) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply. Show links:  https://seekingalpha.com/news/4102175-biggest-stock-movers-today-lyft-rivn-twlo-and-more?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4101733-boy-given-pfizer-experimental-duchenne-muscular-dystrophy-therapy-dies?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4102064-tesla-china-elon-musk-robotaxi-testing-top-deputy-tom-zhu-returns?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply https://seekingalpha.com/news/4101477-tiktok-sues-us-government-over-law-forcing-its-sale-or-ban?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:us_reportedly_restricts_qualcomm_intel_over_huawei_supply and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 53s
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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