Wall Street Breakfast

Snap's revenue miss and Disney, Fox, and Warner Bros. Discovery's joint sports streamer are discussed. PayPal's Q4 earnings and challenges are highlighted. The potential deal between Pinterest and Amazon and Bank of America's dividend stocks are mentioned. Updates on US stock performance, market conditions, and Yum China's positive Q4 results are provided.

This podcast explores the soaring sales of obesity drugs, specifically Eli Lilly's Mounjaro and Wegovy. It also touches on other market news such as DuPont's dividend raise and buyback, NYCB's surprising results, and Oppenheimer's sector recommendations.

Palantir, a company that experienced a surge in Q4 revenues, discusses their better-than-expected results. A court refuses to dismiss a lawsuit against Bayer regarding Roundup weed killer. Layoffs continue to impact the tech industry. The podcast also touches on financial updates, including Virgin Galactic's flight issue and Chegg's investment in AI.

The Apple Vision Pro is garnering significant customer interest, with an analyst predicting it could sell 600,000 units. The stock market reacts to Fed Chief Jay Powell's remarks on inflation. A comparison is made between the 'Magnificent 7' companies and the dot-com bubble. Other topics include Caterpillar's stock rise, McDonald's global sales, NVIDIA's performance, and Polestar Automotive's struggles.

Fed Chair Powell discusses the strong US economy and the importance of careful policy. Snap starts new round of layoffs. Palantir's Q4 earnings and commercial division expectations. Market updates on major indices and cryptocurrencies.

Discussion includes the impact of January's jobs report on monetary policy, concerns over regional bank jitters, and the success of sportsbooks during Super Bowl 58. Various topics explored include attacks in Yemen, upcoming earnings reports, Jeff Bezos' share plan, and plans to increase production in the Permian Basin.

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. Disney joins password crackdown. Intel delays $20B chip facility in Ohio.

Loan-loss-provision and commercial-loan-loss jitters impact stocks. Altria announces new stock buyback. A winning January bodes well for the S&P in 2024. ISM manufacturing index hits highest level since October 2022. Merck's cancer therapy results and PlugPower's liquid green hydrogen discussed.

Disney's free speech lawsuit against Ron DeSantis dismissed. Tesla hopes to stay under Congress's radar. Qualcomm pops as Q1 results top expectations. Ford's battery facility faces issues. Financial news updates and market analysis provided.

Stocks sink as Fed chief shuts door on March rate cut. Boeing suspends guidance. Walmart plans to open new stores.