Wall Street Breakfast

Chairman Powell seeks rate cut, stocks lose Fed bounce while yields slide. CVS hits 52-week low. Viking Holdings jumps 10% above IPO pricing. Podcast explores Fed's dovish turn, economic indicators, company performances, and market analysis in April.

Starbucks disappoints with a drop in full-year guidance, while Viking's IPO prices high. Google to pay News Corp. for AI content. Market updates on Amazon's dividend strategy, Microsoft's plans in Thailand, and stock movers like AMD and PINS

DEA considering reclassifying marijuana, boosting cannabis stocks. Eli Lilly's weight loss drug outlook improves. Wage inflation reported for Q1. Citi upgrades energy sector. Financial updates, market performance analysis, and geopolitical influences discussed.

NBC pitches $2.5B for NBA broadcasting rights, FCC fines wireless carriers $200M. USDA inspects beef due to avian flu outbreak. Latest stock movers include NXPI, MSTR, ST. Amazon earnings anticipation. Tesla rally questioned by Wells Fargo. Lululemon downgraded amid changing apparel trends.

The podcast discusses the market independence from the Fed, the yen's intervention, and Apple's upgrade. It also covers the analysis of stock picking environment, market trends, and quality stocks performance.

Philips settles $1.1B lawsuit over sleep apnea devices, Turkey in LNG deal talks with Exxon, Skydance's offer for Paramount, stock movers like TSLA and PHG, Japanese yen rebounds, upcoming earnings reports for Amazon, Apple, and more

Traders await rate cut cues, Apple and Amazon earnings in focus. Elon Musk surprises in China. Insights on business developments, short interest trends, and upcoming ex-dividend dates.

Amrita Roy and Rob Isbitts discuss being bullish on Gold and T-bills amidst macro volatility. They delve into the tug of war between inflation and deflation, central banks' interest in Gold, and the importance of liquidity in driving markets. The conversation highlights the impact of macroeconomic indicators on investment strategies and the necessity of a diversified portfolio in turbulent market conditions.

Snap surprises with revenue growth, stock soars. Alphabet and Microsoft also shine in financial results. Market updates include Intel's pre-market movement and fun facts about Snap and Microsoft IPOs. Seeking Alpha Subscription Plug for premium coverage.

GDP growth at slowest in 2 years, sparking stagflation fears. Wall Street defends Meta stock. Biggest outflows for oil ETF. David Einhorn attributes higher gold prices to demand from the East. Only 14 S&P stocks offer high yield. Analysts bullish on fin-tech and payments stocks.