Wall Street Breakfast

Seeking Alpha
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Mar 21, 2024 • 6min

The United States v Apple part 3

DOJ suing Apple for antitrust violations related to iPhone. Reddit IPO priced at top range. Apollo offers $11 billion for Paramount. Micron and Astera Labs soar with strong results. Market updates post-Fed announcements.
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Mar 20, 2024 • 6min

Stocks set new record as Fed still sees 3 rate cuts

Fed keeps rates steady despite higher growth and inflation forecasts, leading to record high stock market gains. Money managers show a 2-year high in risk appetite. JPMorgan Chase increases dividend. Discussions on shareholder selections, spin-offs, market sentiment, and contrarian trades.
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Mar 20, 2024 • 6min

Chipotle fires up investors with 50-for-1 stock split

Chipotle announces a 50-for-1 stock split, Saudi Arabia investing $40B in AI; Nordstrom receives takeover offer. Market updates cover INTC, PDD, JetBlue, Reddit evaluating Nokia claim, and more. Seeking Alpha offers premium subscriptions for in-depth analysis.
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Mar 19, 2024 • 6min

The Force is with Disney CEO Iger

George Lucas supports Disney CEO Bob Iger in proxy battle. Nvidia GTC sees sell-the-news reaction. EV maker Fisher halts production. Comparison of tech company valuations with historical market bubbles. Analysis of stock market concentration and valuations by Peter Oppenheimer.
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Mar 19, 2024 • 7min

Unilever to spinoff ice cream business, cut 7,500 jobs

Unilever separates ice-cream business, cuts 7,500 jobs. Exxon CEO worries about Texas hydrogen project. Volkswagen Tennessee auto workers unionize. Market movers: FUSN, NCMI, crypto stocks. AstraZeneca acquires Fusion Pharmaceuticals. Dril-Quip and Innovex to merge.
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Mar 18, 2024 • 6min

Bigger than the Super Bowl - sportsbooks gear up for March Madness

March Madness betting excitement, spike in women's games bets. Apple considering Gemini AI for iPhone. Target limits self-checkout items. Stock market updates and growth capex opportunities for investors.
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Mar 18, 2024 • 7min

Uber settles Australia taxi driver lawsuit, pays $178M

Uber settles a $178M lawsuit with Australian taxi drivers, SpaceX working on a spy satellite network, and LinkedIn launching gaming feature. The podcast also discusses inaccurate plans by LinkedIn, insights into industry events, and market updates.
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Mar 17, 2024 • 7min

Fed and Nvidia vie for market dominance

Nvidia's GTC dubbed the AI Woodstock, Fed's new dot-plot focus, Reddit set to trade, financials rank first, Meta under federal probe for drug sales, Tesla price hikes, Wall Street small-cap sector ranks, warm St. Patrick's Day greetings
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Mar 15, 2024 • 6min

Adobe drops on light guidance despite quarterly beat

Adobe tumbles after Q2 forecast miss, Apple acquires AI startup, WW International beats Q1 sub guidance. Apple's AI acquisition boosts generative AI capabilities, while market updates include economic data and insights into Players Championship.
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Mar 14, 2024 • 7min

Former Treasury Secretary aims to buy TikTok

Former Treasury Secretary is looking to buy TikTok, sparking discussions on global responses. Inflation report causes rate increases, while Marlboro Man eases up on Budweiser. Retail sales rebound less than expected, Bio-Techne and Qiagen see increase in short interest levels.

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