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Wall Street Breakfast

Latest episodes

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Dec 12, 2024 • 9min

Watchdog caps bank overdraft fees

New regulations now cap bank overdraft fees at $5, easing financial pressure on consumers. Wholesale inflation is rising, prompting market discussions about its effects. Nvidia faces a setback with a Supreme Court ruling on a shareholder suit. Meanwhile, Red Bull is shaking up the energy drink market with a new sugar-free product, while corporate shifts at Warner Brothers and NIO signal dynamic growth strategies. Investment strategies, including options trading insights, offer listeners fresh perspectives on stock analysis.
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Dec 12, 2024 • 6min

Big Tech drives Nasdaq rally

Discover the surge that propelled the Nasdaq past 20,000 points, driven by impressive performances from major tech players. Nvidia's expansion in China to enhance AI-driven car technology takes center stage, while Kroger announces a massive stock buyback after a halted merger. The discussion also touches on Exxon Mobil's ambitious low-carbon initiatives and insights into the economic impacts of political shifts. Plus, Red Bull claims victory in the competitive energy drink market, outpacing rivals like Celsius and Monster!
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Dec 11, 2024 • 7min

Fed cut assured despite stubborn inflation

Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) Show NotesBofA restarts coverage of 11 large-cap biopharmasHershey tumbles after Mondelez announces $9B buybackEpisode 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.
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Dec 11, 2024 • 6min

GM pumps the brakes on robotaxis

General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GME, GEV, and moreWill November's CPI and PPI map out a more difficult path to 2% inflation?Which subsectors to own and which to avoid – Wolfe ResearchThe public companies with the 'most bored' workforcesAuto disruption: Amazon joins Costco as a source for consumers to buy carsSign 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.
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Dec 10, 2024 • 6min

McDonald's review bombed after UnitedHealth suspect arrest

A McDonald's location faced a flood of negative reviews following a serious incident involving a UnitedHealth executive, prompting Google to take action. In market news, Citi predicts an optimistic S&P 500 target of 6,500 for 2025. Meanwhile, Boeing is back in action with the production of its 737 MAX jet after a labor strike, and T-Mobile's CEO shared insights on the company's positive growth trajectory. The conversation also delves into smart stock-picking strategies focusing on growth at a reasonable price.
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Dec 10, 2024 • 6min

Taiwan Semi chips in big gains

Taiwan Semiconductor's impressive 34% revenue increase this November highlights its robust market position. On the flip side, The Container Store faces delisting risks amid disappointing performance. Meanwhile, Costco is reshaping its diaper production strategy, moving away from Kimberly-Clark. Boeing's restart of 737 MAX production marks a significant recovery after labor strikes. We also see McDonald's facing backlash online, and CAVA Group alongside Sweetgreen experiencing sharp declines after strong rallies.
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Dec 9, 2024 • 6min

TikTok appeals for breakup lifeline

TikTok is fighting against a potential forced sale, seeking to block the move until a Supreme Court review. Meanwhile, Nvidia is under investigation for monopolistic practices in China. Activists are calling for significant changes at Macy's to enhance shareholder value, while stock analysts weigh in on holiday strategies and real estate trends. With AI concerns impacting AMD, discussions around risk-adjusted returns and investment strategies are heating up.
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Dec 9, 2024 • 6min

Google Payment Counters CFPB Oversight with Lawsuit

Google Payment is fighting back against CFPB oversight with a bold lawsuit. Apollo Global Management and Workday are making their way into the S&P 500. A massive merger between Omnicom and Interpublic is on the horizon. Meanwhile, Black Friday and Cyber Monday spending is showing robust numbers, hinting at consumer confidence. Plus, there's speculation on the future of the Roaring Kitty effect in the markets. Buckle up for some major financial shifts!
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Dec 8, 2024 • 7min

CPI on tap with inflation fight looking to last through '25

Retail inflation is projected to stay steady with a 0.3% rise, influencing market strategies. GameStop's earnings will provide insights into the meme stock frenzy. Tensions escalate as the Syrian government faces a rebellion. The discussion delves into the November CPI and its implications for Federal Reserve policy, labor market trends, and housing costs. It also highlights how geopolitical events affect commodities and how generative AI is shaping investment strategies.
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Dec 7, 2024 • 3min

Handling volatility with long-term dividends

Explore how long-term dividend growth investing can weather market volatility. Discover strategies that prioritize future dividends over immediate gains. Hear insights on cash-rich companies like Visa and Microsoft, and learn how selecting quality dividend-paying stocks can mitigate risks. The conversation emphasizes the importance of a sound investment strategy for retirement planning.

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