Wall Street Breakfast

Seeking Alpha
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Jul 22, 2024 • 6min

Market awaits impact of VP Kamala Harris’ presidential run

Guest Kamala Harris discusses potential impact on healthcare stocks. Podcast covers stock market reactions to Biden news, Goodyear's sale, and Woodside Energy acquisition. Also touches on consumer backlash towards quick service restaurants and highlights from Farnborough International Air Show.
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Jul 21, 2024 • 11min

President Joe Biden drops out of race

President Joe Biden surprised many by dropping out of the race and endorsing VP Kamala Harris. Tesla's robotaxi and AI efforts offer hope amidst auto struggles. The world sees a revival after facing the 'blue screen of death'.
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Jul 19, 2024 • 6min

Major Crowdstrike outage

Tech outage from CrowdStrike affects Microsoft worldwide. Netflix exceeds expectations with cash flow pause. Align partners with Costco for sales initiative.
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Jul 18, 2024 • 7min

Apple goes to Hollywood

AppleTV+ looking to expand movie library, Amazon Prime Day hits new records, Tesla climbs in EU registrations. Stock market trends, economic indicators, and company updates discussed including NASDAQ performance, Fortinet's stock upgrade, and advice on market dips from a Goldman Sachs strategist.
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Jul 18, 2024 • 6min

Darden Restaurants acquires Chuy’s

Darden Restaurants buys Chuy's for $605M, Warner Bros. Discovery mulls splitting streaming and studio businesses, Beyond Meat in talks for restructuring with bondholders
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Jul 17, 2024 • 7min

Rotation, rotation, rotation

Money is shifting from overcrowded tech. Five Below surprises Wall Street. Small-caps are making a comeback. Updates on specific stocks and market trends. Insights on equity rotation and market trends. Updates on companies' outlooks and competition concerns.
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Jul 17, 2024 • 5min

Spirit’s outlook, ETH ETF’s and Musk companies moving to Texas

Spirit Airlines faces a dip in revenue projections, Ether ETFs set to trade soon, and Elon Musk announces move of companies to Texas due to regulatory issues.
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Jul 16, 2024 • 6min

Consumers still have some fight left

Core retail sales in the US show strength, GM revises EV production forecast, Stifel predicts market correction. Bank of America's Q2 earnings exceed expectations, Charles Schwab stock drops. Discussions on import/export prices, Cadillac Lyric's success, and analyst ratings.
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Jul 16, 2024 • 7min

Amazon Prime Day set to break records

Amazon Prime Day expected to break records with high online spending; Trump's running mate choice impacting Rumble shares; Match Group facing investor pressure to fix Tinder issues; BlackRock CEO views Bitcoin as 'digital gold'; back-to-school spending estimation remains unchanged.
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Jul 15, 2024 • 10min

Goldman boosts dividend after solid earnings

Goldman Sachs boosts dividend to $3 per share. 30-year yield surpasses 2-year mark for the first time since January. Hedge funds selling off tech. Discussion on possible rate cuts by the Fed and analysis of Q2 earnings.

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