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Wall Street Breakfast

  • 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
  • Apple goes big on iPads

    7 MAY 2024 · Tim Cook calls it the https://seekingalpha.com/news/4101088-apple-unveils-new-ipad-air-more?source=content_type%3Areact%7Csource%3Abreaking_news_header?source=wsb_podcast:apple_goes_big_on_ipads since its introduction. (0:16) Disney https://seekingalpha.com/news/4100973-disney-reports-profit-for-the-entertainment-streaming-business-expects-full-streaming-profitability-in-fq4?source=wsb_podcast:apple_goes_big_on_ipads on revenue miss. (2:17) Reasons not to https://seekingalpha.com/news/4100863-blackrock-sees-3-reasons-why-stock-investors-should-stay-in-the-market-in-may?source=wsb_podcast:apple_goes_big_on_ipads. (4:45) Show Notes https://seekingalpha.com/news/4101057-druckenmiller-cuts-nvidia-stake-says-ai-may-be-overhyped-near-term?source=wsb_podcast:apple_goes_big_on_ipads https://seekingalpha.com/news/4101052-palantir-sell-off-golden-buying-opportunity-wedbush-says?source=wsb_podcast:apple_goes_big_on_ipads Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:apple_goes_big_on_ipads Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:apple_goes_big_on_ipads 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:apple_goes_big_on_ipads.
    5m 30s
  • Lucid retreats as Q1 disappoints

    7 MAY 2024 · Lucid (LCID) erases intraday gains on https://seekingalpha.com/news/4100780-lucid-erases-intra-day-gains-downbeat-q1-results?source=wsb_podcast:lucid_retreats_as_q1_disappoints Q1 results. (00:24) Japan may intervene if yen (USD:JPY) fluctuates https://seekingalpha.com/news/4100887-japan-may-intervene-if-yen-fluctuates-excessively?source=wsb_podcast:lucid_retreats_as_q1_disappoints, top forex official warns. (01:08) Boeing's Starliner (BA) launch https://seekingalpha.com/news/4100897-boeings-starliner-crewed-mission-launch-delayed-faulty-valve?source=wsb_podcast:lucid_retreats_as_q1_disappoints due to faulty valve. (02:26) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:lucid_retreats_as_q1_disappoints. Show links:  https://seekingalpha.com/news/4100900-biggest-stock-movers-today-pltr-lcid-and-more?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100880-bp-plc-misses-top-line-and-bottom-line-estimates-initiates-q2-and-reaffirms-fy24-outlook?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100863-blackrock-sees-3-reasons-why-stock-investors-should-stay-in-the-market-in-may?source=wsb_podcast:lucid_retreats_as_q1_disappoints https://seekingalpha.com/news/4100901-amazon-plans-to-invest-nearly-9b-to-boost-cloud-infrastructure-in-singapore?source=wsb_podcast:lucid_retreats_as_q1_disappoints Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:lucid_retreats_as_q1_disappoints and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 11s
  • Musk says Buffett should buy Tesla stock

    6 MAY 2024 · Elon Musk says Berkshire should take https://seekingalpha.com/news/4100122-elon-musk-calls-for-warren-buffet-to-take-stake-in-tesla?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock after trimming Apple. (0:16) Robinhood Crypto gets https://seekingalpha.com/news/4100252-robinhood-crypto-gets-wells-notice-from-sec-staff?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock. (1:41) iPhone takes top 4 spots in Q1 https://seekingalpha.com/news/4100236-apple-samsung-hog-top-10-of-best-selling-smartphones-during-q1-2024?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock. (2:18) Show Notes https://seekingalpha.com/news/4100057-earnings-estimates-for-the-magnificent-7-ramping-up-what-about-the-other-493?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:musk_says_buffett_should_buy_tesla_stock 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:musk_says_buffett_should_buy_tesla_stock.
    4m 28s
  • Boeing’s Starliner poised for first crewed mission

    6 MAY 2024 · Up, up and away: Space https://seekingalpha.com/news/4100123-up-up-and-away-space-investment-in-focus-as-boeings-starliner-gets-ready-for-blastoff?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission in focus as Boeing's Starliner (BA) gets ready for blastoff. (00:26) Perficient Inc. (PRFT) to be https://seekingalpha.com/news/4100059-perficient-inc-to-be-acquired-by-eqt-for-about-3b?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission by EQT for about $3B. (01:30) Starbucks (SBUX) ex-CEO Howard Schultz: U.S. operations need https://seekingalpha.com/news/4100075-starbucks-former-ceo-howard-schultz-us-operations-overhaul?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission. (02:22)  Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission. Show links:  https://seekingalpha.com/news/4100095-biggest-stock-movers-today-crypto-stocks-lazr-and-more?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4099576-earnings-week-ahead-disney-palantir-realty-income-shopify-uber-plug-power-and-more?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4100055-paramount-now-formal-negotiations-apollo-sony-acquisition?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission https://seekingalpha.com/news/4099646-ford-has-an-80b-beast-under-the-hood-will-investors-start-noticing?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:boeings_starliner_poised_for_first_crewed_mission and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 24s
  • Disney earnings, Apple event highlight week

    5 MAY 2024 · Focus returns to Disney numbers, streaming https://seekingalpha.com/article/4686847-disney-proxy-victory-leaves-questions-unanswered-as-q2-earnings-release-looms?source=wsb_podcast:disney_earnings_apple_event_highlight_week. (0:18) First https://seekingalpha.com/article/4688679-eyes-on-apple-uber-disney-rivian-and-coupang?source=wsb_podcast:disney_earnings_apple_event_highlight_week in 18 months expected. (1:59) Warren Buffett's https://seekingalpha.com/news/4100027-warren-buffett-says-berkshire-operating-earnings-to-rise-modestly-this-year-annual-meeting?source=wsb_podcast:disney_earnings_apple_event_highlight_week. (2:45) Show Notes https://seekingalpha.com/news/4095635-goldmans-top-50-stable-growth-stocks?source=wsb_podcast:disney_earnings_apple_event_highlight_week https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:disney_earnings_apple_event_highlight_week https://seekingalpha.com/news/4098577-catalyst-watch-disney-earnings-apple-ipad-event-and-fed-speakers-back-on-the-circuit?source=wsb_podcast:disney_earnings_apple_event_highlight_week Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:disney_earnings_apple_event_highlight_week Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:disney_earnings_apple_event_highlight_week 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:disney_earnings_apple_event_highlight_week.
    6m 27s
  • Dave & Buster’s plans online arcade betting

    3 MAY 2024 · Dave & Buster's (PLAY) arcade https://seekingalpha.com/news/4099372-dave-and-busters-arcade-game-betting-venture?source=wsb_podcast:dave_busters_plans_online_arcade_betting venture sparks youth gambling concerns. (00:25) Rivian (RIVN) lands https://seekingalpha.com/news/4099044-rivian-lands-827m-in-state-funding-to-help-expand-manufacturing-plant-in-illinois?source=wsb_podcast:dave_busters_plans_online_arcade_betting in state funding to help expand manufacturing plant in Illinois. (01:16) Apple (AAPL) Q2 results top expectations despite iPhone fears; unveils https://seekingalpha.com/news/4098663-apple-q2-results-top-expectations-iphone-fears-unveils-buyback?source=wsb_podcast:dave_busters_plans_online_arcade_betting. (02:06) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:dave_busters_plans_online_arcade_betting. Show links:  https://seekingalpha.com/news/4099378-biggest-stock-movers-today-aapl-sq-and-more?source=wsb_podcast:dave_busters_plans_online_arcade_betting https://seekingalpha.com/news/4099314-jp-morgan-cautious-on-crypto-with-retreat-by-retail-investors-dearth-of-upside-drivers?source=wsb_podcast:dave_busters_plans_online_arcade_betting https://seekingalpha.com/news/4099034-marijuana-opposition-group-raising-money-fight-cannabis-rescheduling?source=wsb_podcast:dave_busters_plans_online_arcade_betting https://seekingalpha.com/news/4099013-sony-apollo-send-letter-advancing-26b-paramount-bid-reports?source=wsb_podcast:dave_busters_plans_online_arcade_betting Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:dave_busters_plans_online_arcade_betting and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 43s
  • Peloton cycles through CEO

    2 MAY 2024 · Peloton also announces https://seekingalpha.com/news/4098333-peloton-interactive-gains-after-announcing-ceo-resignation-more-jobs-cuts?source=wsb_podcast:peloton_cycles_through_ceo, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug https://seekingalpha.com/news/4098171-novo-nordisk-stock-guidance-earnings-weight-loss-drug-demand?source=wsb_podcast:peloton_cycles_through_ceo. (2:20) Second Boeing https://seekingalpha.com/news/4098392-second-boeing-linked-whistleblower-dies-after-two-weeks-in-critical-condition?source=wsb_podcast:peloton_cycles_through_ceo dies. (3:28) Show Notes https://seekingalpha.com/news/4097785-ned-davis-researchs-crowd-sentiment-poll-ends-another-long-streak-of-optimism?source=wsb_podcast:peloton_cycles_through_ceo Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:peloton_cycles_through_ceo Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:peloton_cycles_through_ceo 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:peloton_cycles_through_ceo.
    5m 22s
  • FTC reportedly set to approve Exxon-Pioneer deal

    2 MAY 2024 · Exxon (XOM) set to win https://seekingalpha.com/news/4097846-exxon-set-to-win-ftc-ok-for-pioneer-deal-with-settlement-bloomberg?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as https://seekingalpha.com/news/4098074-carvana-shorts-to-be-potentially-put-to-the-test-as-stock-soars-after-hours-on-q1-results?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to https://seekingalpha.com/news/4097723-google-lay-off-hundreds-core-teams-move-jobs-india-mexico-report?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal. Show links:  https://seekingalpha.com/news/4098207-biggest-stock-movers-today-qcom-dash-and-more?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal https://seekingalpha.com/news/4098224-sell-in-may-and-go-away-does-it-apply-in-2024?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal https://seekingalpha.com/news/4097805-these-are-the-10-biggest-etfs-focused-on-artificial-intelligence https://seekingalpha.com/news/4098171-novo-nordisk-stock-guidance-earnings-weight-loss-drug-demand https://seekingalpha.com/news/4097780-bitcoin-starts-may-with-a-downward-spiral-sliding-to-below-60k-mark Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:starbucks_disappoints and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 8s
  • Fed takes a dovish turn

    1 MAY 2024 · Chairman Powell still https://seekingalpha.com/news/4097709-federal-reserve-keeps-rates-unchanged-at-525-550-for-sixth-straight-meeting?source=wsb_podcast:fed_takes_a_dovish_turn as next move. (0:18) Stocks lose their Fed bounce, but https://seekingalpha.com/news/4097591-stock-market-news-today-nasdaq-sp500-dow-jones-fed-rate-decision?source=wsb_podcast:fed_takes_a_dovish_turn. (0:38) CVS https://seekingalpha.com/news/4097659-cvs-health-stock-downgraded-leerink-q1-miss?source=wsb_podcast:fed_takes_a_dovish_turn 52-week low. (3:39) Show Notes https://seekingalpha.com/news/4097656-viking-holdings-jumps-10-above-its-ipo-pricing-level-in-opening-trading?source=wsb_podcast:fed_takes_a_dovish_turn https://seekingalpha.com/news/4097213-will-aprils-pullback-bring-may-flowers-for-stocks-or-is-it-time-to-sell-in-may-and-go-away?source=wsb_podcast:fed_takes_a_dovish_turn Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_takes_a_dovish_turn Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:fed_takes_a_dovish_turn 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:fed_takes_a_dovish_turn.
    5m 56s
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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