Wall Street Breakfast

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy . (2:39) PayPal to let business customers hold crypto . (3:53) Show Notes Buy Tesla call options ahead of two October catalyst events - Goldman Durable goods orders come in flat in August; core number rises more than forecast Episode transcripts:  seekingalpha.com/wsb Sign up for our dail...

OpenAI (MSFT) to remove non-profit control , give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MU, ARMK, and more Vistra passes Nvidia to become S&P 500's top gainer t...

China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50)  Show Notes The Top Five short crowded stocks in each sector The Top Five long crowded stocks in each sector Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings,...

Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600 . (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SAP, SFIX, RITM, and more Goldman's U.S. equities chief sees S&P at 6,000 in 2025...

Chinese stocks surged as the central bank took bold stimulus moves . (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions ? (4:03) Show Notes Stocks that benefit from a softer labor market Snap taps Google’s Gemini AI for Snapchat's chatbot Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings,...

U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share . (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00) Episode transcripts seekingalpha.com/wsb . Show links:  Take the Seeking Alpha Sentiment Survey Biggest stock movers Tuesday: SNOW, LNW, and more...

International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade . (3:37) Does McDonald's Big Arch deliver? (3:56) Show Notes Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari Episode transcripts: seekingalpha.com/wsb Sign up fo...

Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories . (02:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: INTC and CIEN Google's emails presented as key evidence in antitru...

Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite i nflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04) Show Notes Goldman Sachs’ Rubner: Negative near term Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rating...

Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55)  Macy's (M) to hire fewer employees for holiday season this year. (02:39) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: FDX, NKE, and more OpenAI's possible pursuit of IPO creates u...

J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally . (1:15) Alibaba unveils 100 open-source AI models. (4:01) Show Notes Small cap stocks that could perform best during downturns Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock qu...

FedEx (FDX) Q1 earnings on deck : What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may  join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor  orders 50 737 MAX. (03:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: PLUG, NIO, and more Reaction Roundup: SA analysts, experts weigh in on Fe...

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09) Show Notes Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows The 50-bp rate cut is a sign of the Fed's confidence: Powell press co...

East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LUNR, CWST, a...

The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb . (1:38) Microsoft boosts its dividend, OKs $60 billion buyback . (3:43) Show Notes SA Sentiment: Will the Fed cut rates by 50 or 25 basis points? Small-cap stocks best positioned for further upside Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to...

Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: INTC and APP Free speech? TikTok in court to argue a...

Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak . (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38) Show Notes Goldman rebalances its long and short duration stock baskets Citi cuts estimates on Applied Materials, Lam Research, KLA Episode transcripts: seekingalpha.com/wsb Sign up for our daily...

Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants . (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: DJT, INTC and more Stock moves reflect downgr...

The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30) Show Notes Internet stocks with high interest income could see free cash flow drags Earnings Calendar Dividend Roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access...

Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  China to raise retirement age as workforce shrinks, aging population grows GS strategist says quality small-cap stock...

The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu . (3:52) Show Notes 5 reasons why stock market volatility persists Alaska Air rallies after hiking profit guidance Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analys...

Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: NTGR, OXM, and more U.S. considering Nvidia chip exports to Saudi Arabia- report...

Core retail inflation a tad hot , boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick . (3:39) Show Notes UBS updates its ‘election watch’ stocks to match new winning probabilities Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend gr...

Microsoft (MSFT) CTO hints at new 'super important' AI product emerging . (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: GME, DJT, and more U.S. accuses Iran of supplying missiles to Ru...

The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05) Show Notes Oppenheimer lists best stock ideas going into the 2024 U.S. elections Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7 Episode transcripts: seekingalpha.com/wsb Sign up...