Wall Street Breakfast
Seeking Alpha
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Episodes
Mentioned books
Jun 6, 2024 • 6min
Nvidia hits $3T, faces antitrust challenges
Antitrust challenges for Nvidia and others, Zoox expands robotaxi testing, Tempus sets terms for IPO, S&P downgrades Spirit Airlines, Lululemon's strong Q1, Victoria's Secret sales decline
Jun 5, 2024 • 6min
Rave over: FDA shuts down MDMA therapy
The podcast discusses the FDA's decision against MDMA therapy, impacting psychedelic medicine stocks. It also covers economic updates on US private sector employment and ISM Services PMI. Additionally, it talks about the scrutiny faced by GameStop investor Keith Gill from the Massachusetts Securities Regulator, along with financial news updates on stock manipulation, spikes in stock prices, earnings reports, and investment recommendations.
Jun 5, 2024 • 7min
PA court cuts Bayer’s Roundup verdict from $2.25B to $400M
A Pennsylvania judge cuts Bayer's $2.25B Roundup verdict to $400M. United Airlines faces staff cuts due to plane shortage. Nike trims jobs in Europe as part of a $2B cost-cutting plan. Market updates include investor events and FDA decision on Mind Medicine therapy.
Jun 4, 2024 • 5min
Oil sinks to February lows
Discussion on the impact of overproduction and demand concerns on crude oil prices. Roaring Kitty's removal from E*Trade raising eyebrows. Realty Income optimistic about investment volume. Updates on Goldman Sachs adding stocks to its buy list and other corporate insights.
Jun 4, 2024 • 6min
Microsoft faces complaint over kids’ data rights
Advocacy group files privacy complaint against Microsoft over kids' data rights. Illumina board approves spinoff of GRAIL. NYSE to correct erroneous trades in Berkshire Hathaway shares. Market movers: GME, HQY. Bill Ackman seeks $25B for closed-end fund. Morgan Stanley considers removing 'Roaring Kitty'. Goldman Sachs adds solar stocks to 'conviction list'. Home power bills to rise 8% this summer.
Jun 3, 2024 • 7min
AI chip war heats up
Nvidia, AMD, and Arm update AI processor plans; NYSE trading glitch affects Berkshire Hathaway; JPMorgan analyzes restaurant sector; 'Sell in May and go away' strategy doesn't work; ISM Manufacturing PMI declines; Waste Management buys Stericycle for $62/share
Jun 3, 2024 • 6min
GameStop surges as Roaring Kitty strikes again
Financial analyst and investor Roaring Kitty discusses GameStop's surge and his $116M bet. The podcast also covers Skydance's offer for Paramount shares, Waste Management's potential deal, and market updates including GSK's stock movement.
Jun 2, 2024 • 9min
Will the labor market keep humming?
Economists predict 185K jobs added in May. Nvidia's 10-for-1 stock split announced. Deep dive into crypto ETFs. Insider trading accusation against Elon Musk. Analysis of economic indicators, oil production cuts, investment opportunities, and commodities trading insights.
May 31, 2024 • 6min
Trump Media falls after verdict reached in New York criminal case
Trump Media stock falls after New York verdict. OPEC+ may extend cuts. AI content deals under DOJ scrutiny. Updates on Microsoft, Walmart, EU approval, home prices, utility stocks.
May 30, 2024 • 6min
GDP revised down to 1.3% with weaker consumption
Q1 inflation revised lower, rate doves cheered. Analysts defend Salesforce post-revenue miss. Is 60/40 portfolio making a comeback? Activist investor sells Disney stake. C3.ai soars with AI-enhanced Q4 results.
