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Wall Street Breakfast

Business & Economics Podcasts

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Location:

New York, NY

Description:

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Language:

English


Episodes

Walmart buys Vizio

2/20/2024
As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05) Show Notes Goldman jumps on the Magnificent 7 earnings bandwagon Home Depot falls after U.S. comparable sales growth disappoints 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 seekingalpha.com/subscriptions.

Duration:00:07:55

Capital One snags Discover in $35.3B stock deal

2/20/2024
Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Discover Financial Services, Barclays, and more Earnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and more Eating at home could get cheaper this summer XPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands begins 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 seekingalpha.com/subscriptions.

Duration:00:05:33

Danielle DiMartino Booth on America's game of thrones

2/19/2024
Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast. Episode transcripts seekingalpha.com/wsb Show Notes: Trust The Data January CPI Comes In Hot 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 seekingalpha.com/subscriptions.

Duration:00:06:30

Here comes Nvidia

2/18/2024
Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59) Show Notes Seeking Alpha Catalyst Watch Earnings Calendar 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 seekingalpha.com/subscriptions.

Duration:00:07:16

OpenAI’s text-to-video AI model

2/16/2024
OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Roku, Coinbase, Applied Materials and more MicroStrategy's $10B bitcoin stash sits on 70% unrealized profit 'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO says White House: Russia building 'anti-satellite capability,' but no immediate safety threat 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 seekingalpha.com/subscriptions.

Duration:00:06:25

Consumer stumbles as retail sales drop

2/15/2024
Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31) Show Notes 10 option overwriting calls that can capture 7% upside - BofA 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 seekingalpha.com/subscriptions.

Duration:00:05:14

Nvidia’s AI bets include Arm, SoundHound

2/15/2024
AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Cisco, Twilio, and more Joann falls amid report of talks with lenders on cash infusion Occidental Petroleum plans flat 2024 production, to cut two Permian Basin rigs Roku facing mixed impact from proposed Walmart-Vizio deal, analysts say 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 seekingalpha.com/subscriptions.

Duration:00:07:13

Companies share the buyback love

2/14/2024
Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50) Show Notes Money managers now the most bullish they've been in two years Kraft Heinz sees volume drop in Q4 as consumers push back on higher pricing 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 seekingalpha.com/subscriptions.

Duration:00:06:45

Lyft’s earnings typo sparks wild after-hours ride

2/14/2024
Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Lyft, Robinhood Markets, and more Money managers now the most bullish they've been in two years Jeff Bezos sells $4B of Amazon stock after Miami move Ipsen gets FDA approval for pancreatic cancer drug regimen 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 seekingalpha.com/subscriptions.

Duration:00:07:25

Inflation reincarnation

2/13/2024
A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17) Show Notes Morgan Stanley’s Fresh Money buy list Microsoft's AI tool Copilot's early users have mixed reviews, question price tag 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 seekingalpha.com/subscriptions.

Duration:00:06:25

Bitcoin tops $50,000

2/13/2024
Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: JetBlue, Waste Management, and more Walmart and Energizer face class action lawsuits over battery prices Federal judge dismisses PhRMA challenge to Medicare price negotiations Diamondback sees growing pro-forma production with fewer wells after Endeavor deal 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 seekingalpha.com/subscriptions.

Duration:00:07:01

Valentines Day strike disruption

2/12/2024
Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38) Show Notes After Meta debuts a dividend, Goldman does the math if big names follow suit 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 seekingalpha.com/subscriptions.

Duration:00:05:39

Diamondback, Endeavor Energy to merge

2/12/2024
Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Joby Aviation, monday.com, and more Earnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and more The price of chocolate may be hard to swallow this Valentine's Day Tesla trades lower than it did a year ago - reality check or buying opportunity? 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 seekingalpha.com/subscriptions.

Duration:00:06:18

All eyes on CPI

2/11/2024
Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02) Show Notes IPO activity in U.S. expected to continue to improve in 2024, Goldman says 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 seekingalpha.com/subscriptions.

Duration:00:06:54

Las Vegas set for Super Bowl jackpot

2/9/2024
The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Cloudflare, Pinterest, and more Focus on smokeless tobacco paying off for British American Tobacco Five questions on investors’ minds for 2024 answered - UBS Greenlight Capital founder: Markets are fundamentally broken by passive investors 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 seekingalpha.com/subscriptions.

Duration:00:07:07

Big names join AI Safety Institute

2/8/2024
Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22) Show Notes Greenlight Capital founder: Markets are fundamentally broken by passive investors Philip Morris points to strong momentum as smoke-free sales climb 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 seekingalpha.com/subscriptions.

Duration:00:06:34

Disney unveils buyback revival, ESPN's digital strategy

2/8/2024
Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Disney, PayPal, Arm Holdings, and more U.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y sale Stocks with expensive valuations vs their peers - BofA Bill Ackman's Pershing Square files to launch new closed-end fund 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 seekingalpha.com/subscriptions.

Duration:00:06:34

Alibaba's big buyback boost

2/7/2024
Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35) Show Notes 4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRA J.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7 Roblox jumps amid bookings surge, strong outlook through 2027 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 seekingalpha.com/subscriptions.

Duration:00:06:49

Snap falls on revenue miss despite growth

2/7/2024
SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and more Palantir's 'off the charts' success shows the AI revolution is here Pinterest's deal with Amazon is bigger than believed; may lead to Google pact 80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2 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 seekingalpha.com/subscriptions.

Duration:00:07:41

Obesity drug sales soar

2/6/2024
Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38) Show Notes Oppenheimer's Buy vs. Sell ideas paired by each SMID sector DocuSign to shrink headcount; company will stay public after failed takeover talks 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 seekingalpha.com/subscriptions.

Duration:00:04:43