Wall Street Breakfast

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual  PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30) Show Notes Long Magnificent 7 still considered most crowded trade ASML Holding confirms long-term targets amid AI-fueled chip boom Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to...

Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CSCO, CNH, and more i-80 Gold cut in half after issuing going concern warning Exxon to cut nearly 400 Pi...

Annual CPI rises , but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51) Show Notes Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance Skyworks sinks on earnings as outlook remains tethered to Apple Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access t...

Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs , economy chief says. (02:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SPOT, RIVN, and more Elon Musk and Vivek Ramaswamy named to lead Trump...

National Retail Federation says survey sets up a good holiday season . (0:16) Shopify jumps on earnings . (2:46) Activist Elliott aims for Honeywell breakup . (4:21) Show Notes Is the Magnificent Seven at the end of their magnificent advantage? Home Depot gains after topping comparable sales expectations Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full...

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview : Cautious tone amid debt woes. (02:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: LYV, GRAB, and more Baidu unveils AI smart glasses, text-to-image generator at annual e...

Piper Sandler makes NVDA its top large-cap stock pick . (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32) Show Notes Monolithic Power Systems tumbles as Blackwell allocation 'at risk' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, di...

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm : report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10) Episode transcripts seekingalpha.com/wsb . Show links:  Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more Firefox turns 20: Can Mozilla retur...

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calenda r. (2:41) Bitcoin hits $80,000. (4:57) Show Notes Wells Fargo’s Growth List Dividend Roundup Russia mulling mega oil merger Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation. Episode transcr...

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks. Show links:  Wendy's enlists Palantir's AI to keep up with Frosty demand Chips mostly rise as earnings fly in; Qualcomm gives up gains Asian markets mixed after Fed's expected rate cut Episode transcripts: seekingalpha.com/wsb Sign up for our daily...

Powell says president removing Fed chairman ' not permitted under the law .' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32)  Show Notes Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings,...

Airbnb (ABNB) Q3 earnings on deck : Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: QCOM, MELI, and more MSCI to add 22 stocks, remove 57 stocks from...

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall . (2:39) Tech stocks bullish and renewable energy dives . (3:01) Show Notes Super Micro Computer down 25%, giving up its entire AI rally Incumbent party loses three-straight presidencies for the first time in 120 years Episode transcripts: seekingalpha.com/wsb Sign up for our daily new...

Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring . (03:01) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest...

So far , stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps . (1:36) Palantir posts ' eye-popping ' quarter. (3:01) Show Notes Midcap stocks with ‘significant scope’ for upside ADM postpones Q3 earnings to amend results amid more accounting errors Dollar Tree faces another challenge after its CEO steps down Episode transcripts:  seekingalpha.com/wsb Sign up for...

SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CLF, PLTR,...

Those with 100mg doses of VK2735 lost an average of 8.2% of body weight . (0:15) Peloton snags a double upgrade . (2:41) Regulators nix Talen-Amazon power deal. (3:47)  Show Notes Marriott's full year outlook lowered again on sluggish Chinese markets Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividen...

Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview : Can the software maker justify its valuation? (02:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NVDA, DJT, and more Election-proof...

How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple . (3:45) Show Notes Here's how to invest for a Trump or Harris presidency 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 to Seeking Alpha Premium at seekingal...

Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, INTC, and more Sony takes CBS to court for breaching Jeopardy! an...

Guidance from Microsoft and Meta spark a spooky sellof f. (0:15) The Fed's favorite inflation gauge ticks up . (2:00) Estée Lauder slashes its dividend. (3:16) Show Notes Call overwriting and call buying opportunities within the Russell 1000 Put underwriting and put buying opportunities within the Russell 1000 Peloton appoints Apple Fitness+ co-founder as CEO Episode transcripts: seekingalpha.com/...

Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MSFT, META, and more Elon Mus...

Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46) Show Notes AMD's results were solid. Why Wall Street wanted more. Shake Shack rallies to a new 52-week high after strong earnings Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week Episode transcripts:...

Solid user engagement drives Reddit's robust results ; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GOOG, SNAP, and more Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg Ukr...