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 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
Apr 11, 2024 • 5min
Wall Street tunes into the Masters
Stocks related to golf, apparel makers, and gaming names could see a boost from the Masters tournament. Wholesale inflation numbers for March are discussed. Amazon CEO talks about building AI on the cloud. The episode also covers global stock leaders for 2030 in Fin Tech and Robinhood stock dip after Citi downgrades to Sell.
Apr 11, 2024 • 7min
U.S. regulation targets ‘forever chemicals’ in water
New U.S. regulation targets 'forever chemicals' in water, sparking compliance cost concerns. DoJ probes Nippon Steel's deal with US Steel. TikTok divestiture timeline may extend in Senate. Market updates on ARKK's performance, Amazon patent infringement, and additions to Goldman's High Operating Leverage list.
Apr 10, 2024 • 6min
Sticky inflation will give the Fed pause
Hot March CPI data leads to decrease in odds of rate cuts, stocks fall as yields rise. Nvidia in correction territory, but analyst advises against worrying. Insights on Delta Airlines' record earnings and top trader stocks from Cabot Wealth.
Apr 10, 2024 • 7min
Intel unveils new AI chip, setting up race with Nvidia
Intel unveils Gaudi 3 AI accelerator to compete with Nvidia. Costco's success in gold sales. Philips reaches agreement with DOJ, FDA on sleep apnea devices. Updates on stock movers, European picks, China's credit outlook, crude oil price, and analyst ratings.
Apr 9, 2024 • 6min
Small business optimism at 11-year low
Small business optimism hits an 11-year low, sparking concerns. Discussion on high rates fueling inflation. Exploration of top silver mining stocks and Google's new cost-cutting AI chips.
Apr 9, 2024 • 6min
Samsung reportedly secures $6B grant for U.S. chip expansion
Samsung secures $6B grant for U.S. chip expansion, Dollar stores struggle post-bankruptcy, Norwegian Cruise Lines orders 8 new ships. Financial news update on market performance and upcoming events like NASDAQ short-interest data report and Google Cloud Next event.
Apr 8, 2024 • 6min
J.P. Morgan's Dimon says rates could spike to 8%
J.P. Morgan's CEO Jamie Dimon discusses potential interest rate spikes impacting stocks and compares AI to the steam engine. The podcast also explores the timeline for Tesla's Robotaxi launch and top recommended large-cap stocks.
Apr 8, 2024 • 6min
Kimberly-Clark to sell PPE business to Ansell
Kimberly-Clark sells PPE business to Ansell for $640M, Tesla announces Robotaxi service launch. People's Bank of China initiates $69B re-lending program for tech companies. Podcast covers market updates, IPO lock-ups, and global market movements.
Apr 7, 2024 • 6min
Retail inflation and big bank earnings arrive
March CPI numbers and its impact on potential Fed rate cuts, Big Bank Earnings season kickoff with J.P. Morgan, Citi, and Wells Fargo. Paramount Global closing in on deal with Skydance, corporate loan demand, earnings reports, Musk's XAI, and Infotech sector analysis.
