Wall Street Breakfast

Reddit is selling stock to users at IPO price. Sticky inflation could benefit stocks. Bezos sells Amazon shares. Oppenheimer recommends selling PTON, PLUG, and CAR. Realty Income beats Q4, FFO miss, 2024 guidance soft.

Nvidia faces high expectations in Q4 earnings, FuboTV takes legal action. Amazon, Uber added to Dow Jones. Market updates on Palo Alto Networks, Teladoc Health. Samsung sells stake in ASML. Uber Eats introduces robot deliveries in Japan.

Walmart buys Vizio, beat on earnings, deflation trend easing. Weight-loss drugs cut grocery bills. Citi predicts summer recession signals. Goldman's earnings, Home Depot disappoints. Financial updates, stock trends, historical phrases. Analysis of recession indicators, stock performance.

Capital One is set to acquire Discover Financial for $35.3B in stock. They also discuss Bayer's 95% dividend cut and Palo Alto Networks' earnings preview. The episode covers the creation of the largest US credit card company through the acquisition, the impact on Capital One's EPS, and cybersecurity firm's positive outlook for the second quarter.

Economic analyst and author Danielle DiMartino Booth discusses why Jerome Powell is on a mission, the trustworthiness of economic data, and the significance of real-time layoff data. Explore the tactics of the Federal Reserve Chairman, hidden discrepancies in economic metrics, and real-world trends affecting consumer expectations.

Nvidia's crucial earnings report anticipation. Walmart's results pre-stock split. Comparison of current market bubbles to historical bubbles like Amazon and Apple. Global equities analysis and discussions on AI leverage and Fed rate cut speculations.

OpenAI, developers of a text-to-video AI model, discuss their new AI model called Sora, which can create realistic and imaginative videos from text instructions. They also mention the limitations of the model. The podcast also covers stock market updates, company news, and economic events.

US retail sales decline in January, impacting the market. Warren Buffett trims his stake in Apple. Super Micro receives another vote of confidence. Investment updates from Dan Loeb's third point. Recommendation for covered calls trades.

Nvidia's AI bets in Arm Holdings and SoundHound caused surge in stock. Shell exits petrochemical plant project in Iraq. Macau experiences record tourism during Chinese New Year.

Uber announces $7 billion buyback, Plug Power reveals cost-cutting plans, Jeff Bezos sells $4 billion in AMZN stock, and money managers are bullish