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
May 22, 2024 • 7min
Deadline looms for BHP’s bid for Anglo American
BHP faces looming deadline for Anglo American bid, XP Power rejects takeover, Tesla surges with electric Semi potential. Tesla constructing semi-factory, stock insights, market updates.
May 21, 2024 • 6min
Comcast enters streaming bundle race
Comcast's new streaming bundle, SEC's potential approval for an ether ETF, Dow reaching 60,000 and S&P hitting 8,000, Macy's Q1 results, crypto rallying, Lowe's performance report, Palo Alto Network's stock drop, Alibaba's AI service price cuts, Baidu's response, optimistic stock outlook for the next decade, exclusive investment conference in NYC with trade recommendations
May 21, 2024 • 7min
U.S probes ArcelorMittal’s claim of patent violation by Vinfast
US probes ArcelorMittal's claim of patent violation by Vinfast, China's Li Auto delays SUV launch, Microsoft unveils AI-ready PCs and new Surface models
May 20, 2024 • 6min
Target cutting prices on 5,000 items
Target is cutting prices on 5,000 items, signaling a shift in pricing strategy. A prominent Wall Street bear changes direction, while Red Lobster faces financial difficulties due to their endless shrimp promotion. The podcast also covers stock market updates on Nvidia, Barclays, and Stifel.
May 20, 2024 • 7min
Oil on watch as Iranian president dies, Saudi king treated
Iranian president's death confirmed, Saudi king's health concerns; China sanctions U.S. defense firms. Minnesota lawmakers pass pay deal for Uber, Lyft drivers.
May 19, 2024 • 7min
Big week for AI as Nvidia reports
Analysts expect a boost in Nvidia guidance. Banks may win big in capital requirement plans. UBS picks favorite AI stocks. Discussion on Nvidia earnings and AI investment outlook.
May 18, 2024 • 16min
Where Fed is likely to go and what that means for equities
Market analyst Michael Kramer discusses market divergences, interest rates, and inflation. Topics include rate cut predictions, bleak 2024 earnings forecast, and the road to Fed's 2% inflation target. Analyzing the impact on equities, earnings estimates, and challenges in navigating market uncertainties.
May 17, 2024 • 7min
Reddit surges on OpenAI partnership
Reddit surges after partnering with OpenAI, China announces plans to support housing market, Cracker Barrel cuts dividend by 80%. Topics include AI integration, China's housing policies, and strategic decisions. Updates on restaurant chain financials, Neuralink, Under Armour, and market news.
May 16, 2024 • 7min
AT&T strikes deal with AST SpaceMobile
AT&T partners with AST SpaceMobile for satellite internet, challenging Starlink. NIO shifts strategy amid tariffs, Peloton seeks debt refinancing. Market highlights include NASDAQ rise, Bitcoin surge.
May 15, 2024 • 6min
Inflation eases back
The podcast discusses April CPI figures, Netflix's acquisition of Christmas football content, and Goldman Sachs' best option plays. Other topics include market implications of inflation, streaming services, executive changes at companies like Disney, and investment insights from analysts.
