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Wall Street Breakfast

  • Tesla shares gaining more momentum

    2 JUL 2024 · Tesla https://seekingalpha.com/news/4121747-tesla-jumps-9-as-it-tracks-towards-its-2024-high?source=wsb_podcast:tesla_shares_gaining_more_momentum handily top expectations. (0:15) Fed's Powell sees https://seekingalpha.com/news/4121701-fed-chair-powell-says-latest-us-data-showing-signs-of-resuming-disinflation-path?source=wsb_podcast:tesla_shares_gaining_more_momentum resuming. (1:43) Disney content set for a 'https://seekingalpha.com/news/4121519-disneys-content-slate-is-seen-showing-signs-of-a-major-turnaround?source=wsb_podcast:tesla_shares_gaining_more_momentum'? (4:28) Show Notes https://seekingalpha.com/news/4121184-the-top-10-us-ideas-for-3q-9-buys-1-underperform-bofa?source=wsb_podcast:tesla_shares_gaining_more_momentum https://seekingalpha.com/news/4121169-ma-thrills-meet-the-new-theme-park-sector-giant?source=wsb_podcast:tesla_shares_gaining_more_momentum https://seekingalpha.com/news/4121523-sa-subscribers-believe-this-will-be-the-top-performing-sp-500-stock-in-h2?source=wsb_podcast:tesla_shares_gaining_more_momentum Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:tesla_shares_gaining_more_momentum Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:tesla_shares_gaining_more_momentum 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:tesla_shares_gaining_more_momentum.
    Played 7m 33s
  • Paramount gains on Barry Diller buzz, streaming merger talks

    2 JUL 2024 · Paramount (PARA) (PARAA) talking with https://seekingalpha.com/news/4121340-paramount-talking-over-merging-streaming-service-with-partner-cnbc?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks to merge streaming - CNBC, https://seekingalpha.com/news/4121412-paramount-gains-on-report-of-interest-from-media-mogul-barry-dilleriac?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration https://seekingalpha.com/news/4121415-us-judge-halts-biden-administration-pause-on-lng-export-licenses?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks export licenses. (01:44) Conn's (CONN) may file for https://seekingalpha.com/news/4121476-conns-weighs-chapter-11-bankruptcy-filing?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks bankruptcy - report. (02:46) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks. Show links:  https://seekingalpha.com/news/4121473-biggest-stock-movers-today-para-incy-and-more?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks https://seekingalpha.com/news/4121397-where-morgan-stanley-sees-pockets-of-safety-as-sp-500-faces-technical-fragility?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks https://seekingalpha.com/news/4121440-byd-tesla-ev-sales-race?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks https://seekingalpha.com/news/4121467-salesforce-shareholders-vote-pay-package-ceo-marc-benioff?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:paramount_gains_on_barry_diller_buzz_streaming_merger_talks and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    Played 5m 35s
  • Roaring Kitty returns with Chewy stake and facing lawsuit

    1 JUL 2024 · Keith Gill discloses 6.6% https://seekingalpha.com/news/4120941-meme-and-highly-shorted-stocks-are-on-watch-after-roaring-kitty-takes-stake-in-chewy?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit and is named in pump-and-dump https://seekingalpha.com/news/4121209-gamestop-and-chewy-slide-after-roaring-kitty-is-sued-for-pump-and-dump-scheme?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit. (0:15) Manufacturing activity https://seekingalpha.com/news/4121144-ism-manufacturing-pmi-slips-further-into-contraction-terrain-in-june?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuitagain. (2:20) Tech industry https://seekingalpha.com/news/4120912-tech-industry-nuclear-power-ai-data-centers-electricity-needs?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit for AI power demands. (4:40) Show Notes https://seekingalpha.com/news/4120939-ai-megacap-stocks-face-a-tough-valuation-test-this-earnings-season?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit 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:roaring_kitty_returns_with_chewy_stake_and_facing_lawsuit.
    Played 7m 17s
  • BlackRock to acquire Prequin for $3.2B

    1 JUL 2024 · BlackRock (BLK) to buy data provider Preqin in https://seekingalpha.com/news/4120876-blackrock-to-buy-data-provider-preqin-for-32b-deal?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) https://seekingalpha.com/news/4120875-boeing-is-said-to-agree-on-spirit-aerosystems-takeover-for-3725-a-share?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b for $37.25 a share. (01:05) EU to https://seekingalpha.com/news/4120887-eu-to-charge-meta-over-pay-or-consent-model-report?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b over ‘pay or consent’ model - report. (02:04) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b. Show links:  https://seekingalpha.com/news/4120911-biggest-stock-movers-today-spr?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b https://seekingalpha.com/news/4120883-surveillance-network-fedex-retailers-ai-camera-feed-police?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b https://seekingalpha.com/news/4120808-many-prescriptions-remain-unfilled-amid-soaring-drug-costs?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b https://seekingalpha.com/news/4120805-a-second-trump-administration-may-be-more-lenient-towards-antitrust-enforcement---jpmorgan?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:blackrock_to_acquire_prequin_for_32b and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    Played 5m 48s
  • Jobs in spotlight this holiday week

    30 JUN 2024 · Nonfarm https://seekingalpha.com/article/4701541-no-holiday-break-for-tesla-constellation-brands-comcast-and-trump-media?source=wsb_podcast:jobs_in_spotlight_this_holiday_week are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street https://seekingalpha.com/news/4120786-buybacks-drive-performance-are-among-market-myths-bofa-strategists-are-aiming-to-bust?source=wsb_podcast:jobs_in_spotlight_this_holiday_week. (6:40) Show Notes https://seekingalpha.com/article/4701271-who-doesnt-feel-comfortable-owning-apple-nvidias-upside-volatility https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:jobs_in_spotlight_this_holiday_week https://seekingalpha.com/news/4120524-dividend-roundup-kroger-att-pfizer-jpmorgan-and-more?source=wsb_podcast:jobs_in_spotlight_this_holiday_week Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:jobs_in_spotlight_this_holiday_week Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:jobs_in_spotlight_this_holiday_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:jobs_in_spotlight_this_holiday_week.
    Played 8m 23s
  • Nike ‘comeback takes time,’ shares drop

    28 JUN 2024 · Nike (NKE) cuts revenue growth forecasts as https://seekingalpha.com/news/4120402-nike-cuts-revenue-growth-forecasts-macro-headwinds-to-have-pronounced-impact?source=wsb_podcast:nike_comeback_takes_time_shares_drop to have 'pronounced' impact. (00:27) Biden, Trump go back and forth https://seekingalpha.com/news/4120406-biden-trump-go-back-and-forth-over-inflation-at-first-us-presidential-debate?source=wsb_podcast:nike_comeback_takes_time_shares_drop at first U.S. presidential debate. (01:47) Equinor (EQNR) https://seekingalpha.com/news/4120407-equinor-comes-up-dry-in-first-argentina-offshore-well?source=wsb_podcast:nike_comeback_takes_time_shares_drop in first Argentina offshore well. (03:11) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:nike_comeback_takes_time_shares_drop. Show links:  https://seekingalpha.com/news/4120472-biggest-stock-movers-today-nke-infn-and-more?source=wsb_podcast:nike_comeback_takes_time_shares_drop https://seekingalpha.com/news/4120415-meta-news-facebook-australia-licensing-fee?source=wsb_podcast:nike_comeback_takes_time_shares_drop https://seekingalpha.com/news/4120381-nfl-ordered-to-pay-47b-after-losing-sunday-ticket-antitrust-trial?source=wsb_podcast:nike_comeback_takes_time_shares_drop https://seekingalpha.com/news/4120418-tractor-supply-shelves-climate-diversity-goals?source=wsb_podcast:nike_comeback_takes_time_shares_drop Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:nike_comeback_takes_time_shares_drop and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    Played 6m 4s
  • Walgreens plunges as it preps to shutter stores

    27 JUN 2024 · Shares hit multi-year-low on https://seekingalpha.com/news/4119946-walgreens-slides-after-warning-on-consumer-pressures-planning-store-closures?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores. (0:16) Levi's shares https://seekingalpha.com/news/4120139-levis-sell-off-underscores-disconnect-between-demand-for-denim-and-guidance?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores. (3:47) Uber https://seekingalpha.com/news/4119967-uber-is-paying-some-drivers-to-give-up-their-cars-for-five-weeks?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores to ditch your car for 5 weeks. (4:26)  Show Notes https://seekingalpha.com/news/4119996-durable-goods-orders?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores https://seekingalpha.com/news/4119684-the-sp-500-is-the-perfectly-constructed-index-goldman-sachs?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:walgreens_plunges_as_it_preps_to_shutter_stores 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:walgreens_plunges_as_it_preps_to_shutter_stores.
    Played 6m 29s
  • SpaceX said to hit $210B valuation, wins $843M NASA deal

    27 JUN 2024 · SpaceX said to hit https://seekingalpha.com/news/4119878-spacex-tender-offer-insider-shares-valuation?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal valuation, wins $843M https://seekingalpha.com/news/4119854-nasa-selects-spacex-to-deorbit-iss-in-843m-contract?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal. (00:25) Baxter (BAX) issues https://seekingalpha.com/news/4119882-baxter-issues-class-1-recall-of-life2000-ventilators-over-battery-charging-issue?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch https://seekingalpha.com/news/4119696-amazon-plans-to-launch-discount-shopping-using-direct-shipping-from-china-report?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal with direct shipping from China: report. (02:33) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal. Show links:  https://seekingalpha.com/news/4119885-biggest-stock-movers-today-bb-mu-and-more?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal https://seekingalpha.com/news/4119729-the-negative-correlation-between-the-dollar-and-the-sp-500-will-continue-piper-sandler?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal https://seekingalpha.com/news/4119770-amazon-joins-2-trillion-giants-club-boosted-by-rivian-stake-and-ai-wave?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal https://seekingalpha.com/news/4119866-morgan-stanley-to-deploy-openai-powered-assistant-for-financial-advisors?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:spacex_said_to_hit_210b_valuation_wins_843m_nasa_deal and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    Played 6m 3s
  • Fed will take notice of FedEx

    26 JUN 2024 · Global macro proxy https://seekingalpha.com/news/4119464-fedex-rips-13-gain-as-analyst-love-pours-in?source=wsb_podcast:fed_will_take_notice_of_fedex on strong earnings. (0:16) Tesla attracts a https://seekingalpha.com/news/4119374-tesla-attracts-a-new-bull-as-stifel-points-to-multi-year-growth-potential?source=wsb_podcast:fed_will_take_notice_of_fedex. (4:08) The IRS https://seekingalpha.com/news/4119245-tax-data-leak-irs-apology-ken-griffin-other-wealthy-individuals?source=wsb_podcast:fed_will_take_notice_of_fedex. (5:00) Show Notes https://seekingalpha.com/news/4118973-goldmans-top-50-high-sharpe-ratio-stocks?source=wsb_podcast:fed_will_take_notice_of_fedex https://seekingalpha.com/news/4119593-these-five-stocks-in-the-sp-500-now-have-the-highest-prices-following-chipotles-stock-split?source=wsb_podcast:fed_will_take_notice_of_fedex https://seekingalpha.com/news/4119345-whirlpool-stock-jumps-as-bosch-weighs-takeover-bid-report?source=wsb_podcast:fed_will_take_notice_of_fedex Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:pfizer_working_on_new_weight_loss_drug_mechanism Sign up for our daily newsletter https://www.spreaker.com?source=wsb_podcast:fed_will_take_notice_of_fedex 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_will_take_notice_of_fedex.
    Played 7m 15s
  • Tech stocks recover, South Korea grants and Micron's Q3

    26 JUN 2024 · Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start https://seekingalpha.com/news/4119272-south-korea-to-start-grants-under-19b-chip-package-from-july?source=wsb_podcast:tech_stocks_recover_south_korea_micron aid to chip manufacturers (3:20), and a https://seekingalpha.com/news/4119115-micron-q3-preview-artificial-intelligence-sensation?source=wsb_podcast:tech_stocks_recover_south_korea_micron Q3 preview (4:55). Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:tech_stocks_recover_south_korea_micron Show links:  https://seekingalpha.com/news/4119309-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:tech_stocks_recover_south_korea_micron https://seekingalpha.com/news/4119235-asia-markets-mixed-on-hotter-than-expected-australian-cpi-data-eyes-on-us-inflation-data?source=wsb_podcast:tech_stocks_recover_south_korea_micron https://seekingalpha.com/news/4119227-exxon-threatens-to-suspend-french-refinery-if-strike-continues?source=wsb_podcast:tech_stocks_recover_south_korea_micron Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:tech_stocks_recover_south_korea_micron and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:tech_stocks_recover_south_korea_micron.
    Played 10m 35s
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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