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 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.
May 15, 2024 • 6min
Comcast unveils StreamSaver bundle
Comcast unveils streaming bundle with Peacock, Netflix, and Apple TV at a discount; Kenvue prices secondary stock offering; CVS risks losing Medicare memberships. Financial updates on Exxon's oil discovery, Boeing's legal issues, and senators pushing for emergency spending. Get insights on market movers, cryptocurrency prices, and analyst ratings on Seeking Alpha.
May 14, 2024 • 7min
Meme trade day 2: Huge swings and trading halts
AMC cashes in with equity offering amidst meme rollercoaster. Powell's restrictive policy stance discussed. PPI comes in hot but revisions soothe traders. Market swings, volatility halts, Berkshire's mystery stock bet, and lessons from earnings season.
May 14, 2024 • 7min
Wegovy patients maintain weight loss over four years
Patients on Wegovy maintain impressive weight loss over four years, while Walmart plans to cut corporate jobs and Uber buys foodpanda in Taiwan for $950M. The podcast also covers significant stock movers, CPI inflation data, and insights on consumer downshift from Morgan Stanley.
May 13, 2024 • 7min
Meme stock vibes return as GameStop soars
Roaring Kitty tweets spark GameStop rally, inflation expectations rise. Pain trades for bulls and bears discussed. Major companies reinvesting $350 billion, Nvidia favored in AI. Market indicators, short sellers impact, and retail sector acquisitions.
May 13, 2024 • 6min
Arm forges ahead in AI chip development - report
Arm Holdings is set to launch an AI chip next year with support from SoftBank. United Auto Workers face a crucial vote at Mercedes. Amazon plans to invest $1.3 billion in France, creating 3,000 jobs. Explore the latest stock movers, Apple's first unionized store, and South Korea's aid to boost the chip industry.
May 12, 2024 • 8min
April CPI and Walmart earnings in spotlight
The podcast discusses the impact of CPI shelter costs on Fed decisions, Walmart's disappointing results, and the debut of OpenAI's search competitor. They also highlight 44 stocks to watch in case inflation remains high and provide insights on upcoming market events and company earnings. The episode covers financial market updates, tech company announcements, and wealth management news.
May 11, 2024 • 11min
Will inflation be larger than we think?
AI data center spending boom, owning gold miner stocks, Fed handling inflation, 10-year yield outlook, market fundamentals for inflation protection, Federal Reserve's dilemma with inflation and interest rates
May 10, 2024 • 7min
U.S. to impose tariffs on Chinese EVs - report
Discussion on potential tariffs on Chinese EVs and the launch of an AI search product by OpenAI. McDonald's investing in digital marketing, Neuralink's brain implant malfunction, Ford's EV plans, BP partnering with Tesla for supercharging stations, and updates on stock market movements.
May 9, 2024 • 7min
CBS, Paramount Plus could be up for sale
Sony and Apollo may sell off Paramount assets, Roblox's stock drops, NYC authorities bust shoplifting ring. Discussion includes joint venture, jobless claims, studio revenue decline, Zscaler data breach, and investor sentiment on US equities.
