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
Apr 18, 2024 • 6min
TikTok divestment bill on potential fast track
Anne Wojcicki, CEO of 23andMe, discusses taking her DNA-testing company private. The podcast also covers the TikTok divestment bill, Micron's grant funding, and current market insights on companies like Tesla, Oracle, and NVIDIA.
Apr 17, 2024 • 6min
Lilly weight loss drug succeeds in sleep apnea trial
Phase 3 trials show positive outcomes for Lilly's weight loss drug in sleep apnea. Walmart partners with Jessica Simpson. ARRK ETF falls below key level. Housing stocks may benefit from rising interest rates.
Apr 17, 2024 • 7min
Fed’s restrictive policy needs more time to work
Federal Reserve Chair discusses policy measures to tackle inflation, video game companies facing layoffs, Hawaiian Electric hits 40-year low, Evercore sees DOJ vs. Google as bigger risk to Apple, Shopify's pay strategy, Seeking Alpha Analyst Roundtable on Boeing future
Apr 16, 2024 • 6min
Bond bulls and dollar bears in hibernation
Discussion on the rise in Treasury yield approaching 4.7%. UnitedHealth's positive earnings results. Pointing out potential overbullishness of fund managers. AMD's new AI chips challenging Intel and Nvidia.
Apr 16, 2024 • 6min
Live Nation reportedly faces antitrust lawsuit, shares drop
Live Nation faces potential antitrust lawsuit leading to stock drop. U.S. government to award all CHIPS Act grants this year. Microsoft invests $1.5B in UAE-based AI firm G42.
Apr 15, 2024 • 6min
Goldman Sachs posts strong numbers
Goldman Sachs reports strong earnings in global banking and markets. Retail sales in March exceed expectations. Tesla announces 10% layoffs. Oppenheimer provides trade recommendations in various sectors.
Apr 15, 2024 • 6min
Samsung overtakes Apple as top smartphone maker
Samsung overtakes Apple as top smartphone maker, Tesla potential layoffs, J&J cough syrup recall in South Africa. Also covers Benelin Pediatric Syrup recall, upcoming earnings reports, gold market upgrades, and royalty fee hikes.
Apr 14, 2024 • 5min
Oil market in focus after Iran attack on Israel
Geopolitical tensions rise after Iran's attack on Israel, impacting oil prices and U.S. inflation. Netflix earnings in the spotlight. Piper Sandler reveals top stock picks. Federal Reserve urged to raise interest rates.
Apr 13, 2024 • 8min
Strong economic data not necessarily bad for equity market
Yimin Xu, Cestrian Capital Research analyst, discusses past easing cycles, strong economic data, and Fed rate cuts. Topics include sticky inflation, bond market equilibrium, and attractive 10-year yields.
Apr 12, 2024 • 6min
U.S. grapples with record high drug shortages
US facing record high drug shortages since 2001, Amazon exec debunks job loss myth by robots, Thyssenkrupp to cut steel production and jobs
