Wall Street Breakfast

Seeking Alpha
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Jun 28, 2024 • 6min

Nike ‘comeback takes time,’ shares drop

Nike cuts revenue growth forecast as macro headwinds impact, Biden and Trump debate inflation at the presidential debate, Equinor faces drilling setback in Argentina, Meta may block news content on Facebook in Australia, NFL ordered to pay $4.7B, Tractor Supply shelves climate goals, market updates and economic calendar events discussed
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Jun 27, 2024 • 7min

Walgreens plunges as it preps to shutter stores

Shares hit multi-year-low on weak guidance, Levi's shares fade fast, Uber offers cash to ditch your car for 5 weeks. Market Update on Walgreens plunging, Rite Aid restructuring, economic indicators, stock movements, and Goldman Sachs insights on stock price declines and S&P 500 index.
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Jun 27, 2024 • 6min

SpaceX said to hit $210B valuation, wins $843M NASA deal

SpaceX hits a $210B valuation and secures a lucrative $843M NASA deal. Baxter issues a recall for Life2000 ventilators. Amazon plans to launch discount shopping with direct shipping from China. Show also discusses other company updates such as PDD Holdings and Amazon's market cap.
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Jun 26, 2024 • 7min

Fed will take notice of FedEx

FedEx impresses with strong earnings, while Tesla gains a new supporter. The IRS issues an apology. Goldman Sachs screens top S&P stocks for high Sharpe Ratios.
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Jun 26, 2024 • 11min

Tech stocks recover, South Korea grants and Micron's Q3

Tech stocks rebound with Nasdaq and S&P, South Korea aids chip manufacturers. Micron's Q3 preview discussed. AIG sells travel insurance division, Exxon faces challenges, Google shifts Pixel event. Rivian partners with Volkswagen, Waymo launches robotaxi service, Bitcoin price surges.
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Jun 25, 2024 • 5min

Pfizer working on new weight-loss drug mechanism

Pfizer reveals new weight-loss drug mechanism; Tesla recalls Cybertrucks; Hedge funds profit from tech; Airbus stock drops; U.S. consumer confidence dips; Market updates on growth stocks and stock movements
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Jun 25, 2024 • 6min

Boeing shifts to stock deal to acquire Spirit Aerosystems

Boeing proposes stock acquisition of Spirit Aero, Novo Nordisk invests in obesity plant, Oracle warns of TikTok ban impact. Shein plans London IPO, Uber changes NYC driver policies, Google developing chatbot product. Covering various business updates, investor events, and market movements.
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Jun 24, 2024 • 7min

UAE gets ready to roll the dice on casinos

Discussing the potential for UAE's Marjan Island as a gambling hub. Insights on soft landings from Paolo Maldini. Disney's 'Inside Out 2' aiming for $1 billion. Market updates on Micron, CrowdStrike, and the gap between growth and small-cap stocks.
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Jun 24, 2024 • 5min

ByteDance reportedly teams with Broadcom on AI chip

ByteDance collaborating with Broadcom on advanced AI chip, Shein considering dropping London IPO, UPS sells Coyote Logistics to RXO in Freight M&A deal.
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Jun 23, 2024 • 8min

Inflation data and NIke earnings on the way

Discussion on the Fed potentially cutting rates in response to core PCE data. Comparison between top stocks like Apple and Meta. Focus on Nike's guidance and competition with Adidas. Insights on equity struggles, upcoming earnings, AI partnerships, debt reduction efforts, and healthcare studies.

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