Wall Street Breakfast

Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thur...

UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs . (3:41)   Show Notes South Korea is an important test for advanced economies Will a Santa Claus rally boost Wall Street this December? Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to...

South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants ' active role ' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CRM, MRVL, and more TPG evaluates...

The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48)  Show Notes Apple to deal with class action lawsuit in UK over App Store Small-cap momentum picks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores...

Super Micro (SMCI) jumps as internal review finds no misconduct ; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW . (02:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZS, SMCI, and more Scam? Parody? Sign of a top? Enron relaunches as a cry...

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks . (3:22) OpenAI looks at ads . (4:06) Show Notes Most commodity prices to fall in 2025 from current levels Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, s...

Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: STLA, MNSO, and more Coinbase policy chief sees crypto laws passin...

Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade . (1:11) Trump threatens BRICs over greenback. (2:52) Show Notes Canada calls alleged Snowflake hacker 'a risk of danger' to public Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe...

More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup . (4:04) Show Notes Disney's 'Moana 2' bashing Thanksgiving records 3 “winners” vs. “losers” within consumer discretionary stocks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings...

Trade around the clock: SEC approves the 24X National Exchange . (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21) Episode transcripts seekingalpha.com/wsb . Show links:  Germany's retail sales rise 1% Y/Y in October Asian markets mixed after Thanksgiving, China rebounds over easing co...

Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil  producers  won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40). Episode transcripts: seekingalpha.com/wsb Show links:  Bitcoin drifts down toward $90K; can it hit $100K by year...

Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50). Episode transcripts: seekingalpha.com/wsb Show links:  Trinity Capital Q3 2024 Earnings Call Transcript Black Friday Sale: 20% off Seeking Alpha. Find the rig...

Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40). Episode transcripts: seekingalpha.com/wsb Show links:  Gold sinks by most in four years as Israel-Hezbollah ceasefire nears Trump prepares broad energy plan to boost gas exports - report Black Friday Sale: 20% Off Seeking Alph...

Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45) Episode transcripts:  seekingalpha.com/wsb Show links:  JPMorgan updates its U.S. Analyst Focus List Gold rally may pause, while platinum set to catch up Nuclear wins as the best alternative energy source Black Frida...

Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20). Episode transcripts:  seekingalpha.com/wsb Show links:  Nvidia's results and guidance were exceptional. Wall Street says ignore the noise. Target is on the outside looking in at the retail trinity...

DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: RDDT, GAP, and more Instacart heads to the Super Bowl for the first time Apple working on more co...

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24) Episode transcripts: seekingalpha.com/wsb Show links:  Biggest stock movers Thursday: NVDA,...

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: POWL, KEYS, and more Adtech firm PubMatic to help Musk's...

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the  full conversation  on Investing Experts! Episode transcripts: seekingalpha.com/wsb Show links:  Sectors a...

Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: SMCI, INCY, and more Nipp...

In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts . Today we're discussing interest rates, high yields, REITs and dividends.  Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15).  Dividend Growth Investing,  meanwhile, shares why he p...

Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes . (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TSLA, SMCI, and more Nvidia's Blackwell AI chips over...

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case . (6:05) Show Notes Super Micro Computer to file plan on Monday to remain listed on Nasdaq Dividend Roundup Earnings Calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quan...

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50). Episode transcripts:  seekingalpha.com/wsb Show links:  Tesla crosses the $1T market cap level and is valued more than the nex...

NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: AMAT, DPZ, ASTS, and more Defense, government contractor stocks shot down on...