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Wall Street Breakfast

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Wall Street Breakfast

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb

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Recent Episodes of Wall Street Breakfast


Elon Musk: Tesla shareholders on track to approve pay and Texas move

Elon Musk: Tesla shareholders on track to approve pay and Texas move

Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, AVGO, and more
Apple is not paying OpenAI for ChatGPT deal - report
Appeals court vacates ruling banning Amazon from firing pro-union workers
Ships will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO says
GameStop is holding its annual mee...

Episode 13 June 2024 5m and 14s


Stocks jump on cool inflation, steady Fed

Stocks jump on cool inflation, steady Fed

Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P come rally to new record highs as yields sink. (0:54) 

Show Notes
Seeking Alpha community still favors first Fed cut in September
Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance
Global oil markets set for major surplus this decade, IEA says

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to...

Episode 12 June 2024 8m and 33s


Paramount merger talks with Skydance called off

Paramount merger talks with Skydance called off

Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24)  Musk drops lawsuit against OpenAI: report. (01:31)  U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ORCL, RTO, and more
No hot dog for you! Joey Chestnut banned from Nathan's iconic contest
Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants
Stocks with quality growth stories within Apparel, footwear and fitness - Baird
Changing energy market demands holistic view: Seeking Alpha...

Episode 12 June 2024 6m and 58s


Musk threatens Apple ban

Musk threatens Apple ban

Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)

Show Notes
Tesla topped Chevron as most shorted large-cap stock in May
Supreme Court seeks Biden administration views on Honolulu climate lawsuit
General Motors approves new $6B share repurchase program

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode 11 June 2024 5m and 54s


Apple Intelligence

Apple Intelligence

Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers: DXC, YEXT, and more
Is Nvidia primed for Dow inclusion after 10-for-1 stock split?
The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst
Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban

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Episode 11 June 2024 6m and 26s


AI chip jitters?

AI chip jitters?

AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)

Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode 10 June 2024 6m and 24s


Five Japanese automakers accused of falsifying safety data

Five Japanese automakers accused of falsifying safety data

Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59)  Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: LUV, DO, KKR, and more
Adobe seeks to clarify new AI terms after users protest
Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
Schwab Trading Activity Index rises slightly in May

Sign up for our daily newsletter here and for full access to...

Episode 10 June 2024 6m and 45s


The Fed, CPI and Apple AI

The Fed, CPI and Apple AI

The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)

Show Notes
Earnings calendar
Dividend Roundup 
7 Actionable trading ideas - Piper Sandler

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode 9 June 2024 10m and 1s


May jobs report to show more balanced labor market

May jobs report to show more balanced labor market

May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?

S...

Episode 7 June 2024 5m and 42s


Rate cutting cycle in full swing

Rate cutting cycle in full swing

The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)

Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Episode 6 June 2024 6m and 3s

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