Wall Street Breakfast

Seeking Alpha
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Apr 5, 2024 • 6min

Disney to crack down on password sharing soon

Disney CEO Bob Iger announces crackdown on password sharing. Federal Reserve President Kashkari questions Bitcoin's legitimacy. Topics also include HubSpot's market gains and updates on stock market performance.
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Apr 4, 2024 • 6min

Perma-Fix advances in PFAS chemical elimination

Perma-Fix makes strides in eliminating 'forever chemicals,' Ulta Beauty's sales dip, Google mulls paid search, with insights on market movers and potential stock winners under Republican policy.
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Apr 3, 2024 • 7min

Disney leadership survives proxy siege

CEO Bob Iger wins shareholder vote, Fed's Powell hints at rate cuts, Taiwan quake affects chip production. Paramount and Skydance negotiations discussed. Tesla's volume decline, Spotify's price increase, Oppenheimer's buy-sell recommendations across sectors.
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Apr 3, 2024 • 6min

Hanesbrands hit by Champion sale

Hanesbrands sells Champion to Authentic Brands, Costco launches weight loss program, Amazon tests new tech in stores. Financial overview includes stock market trends, Intel's financial update, market implications of news developments.
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Apr 2, 2024 • 6min

Tesla deliveries a 'disaster'

Discussion on Tesla missing Q1 delivery expectations, General Electric era ending, and analysis of crowded stocks in different sectors. Updates on JOLTS report, SLB's acquisition, Petco's downgrade, and Eaton's upgrade.
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Apr 2, 2024 • 5min

Mexico’s Pemex shifts crude exports as global supplies tighten

Mexico's Pemex shifts crude exports amid global supply squeeze. EV startup Canoo faces financial strain. Florida Supreme Court greenlights adult-use cannabis bill for November ballot. Financial updates include Fidelity's new fee, Disney's proxy win, and FedEx's contract loss to UPS.
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Apr 1, 2024 • 5min

iPhone sales continue to look weak

UBS reports monthly sales decline in China, U.S., and India. ISM manufacturing index ends 16 months of contraction. United Airlines asks pilots for unpaid leave. Wells Fargo's Q2 tactical longs and shorts. Citi bullish on chips with strong February sales.
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Apr 1, 2024 • 6min

Nippon Steel stands firm on U.S. Steel acquisition

Nippon Steel remains committed to acquiring U.S. Steel, Microsoft-backed Rubrik prepares for IPO, Rakuten Group to integrate fintech business
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Mar 31, 2024 • 5min

House of Mouse showdown

Disney CEO Bob Iger and activist investor Nelson Peltz showdown at Disney's shareholders meeting. March payrolls expected to increase by 200,000. Microsoft teams up with OpenAI to build Stargate supercomputer. AT&T data leak affects 73M account holders.
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Mar 28, 2024 • 7min

State Dept. offers $10M reward for BlackCat intel

State Dept. offers $10M reward for BlackCat ransomware group. Disney settles legal dispute, Ford cuts jobs at EV plant. UBS predicts US economic slowdown. J&J deal analyzed. Sen. Sanders questions pharmaceutical manufacturing costs. Market movers include RH and AKBA.

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