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Wall Street Breakfast

Seeking Alphaseekingalpha.com
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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Episodes

Intel dives on weak results, guidance

Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: AMZN, INTC, and more Snap dives 23% on narrow revenue miss, light earnings outlook Uranium stocks plummet as world's top producer hikes production outlook NFL'...

Aug 02, 20246 min

Global easing gains steam as Bank of England cuts

The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sale s. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40) Show Notes Continuing jobless claims highest since November 2021 Arm Holdings sinks as Wall Street defends after Q1 results, guidance 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 seekingal...

Aug 01, 20248 min

Applied Materials reportedly denied government funding

Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now , rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: META, TDOC, and more Nancy Pelosi buys more Nvidia, sells Microsoft Russell 2000 rise: Top 5 best, worst performers during July's rally in small-ca...

Aug 01, 20247 min

Fed dual mandate officially back

The Federal Reserve keeps rates unchanged , brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table . (0:50) Stocks rally , led by the Nasdaq. (1:52) Show Notes Favorite high-yield dividend stocks - BMO Boeing names Kelly Ortberg as next chief executive 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 seekingalp...

Jul 31, 20247 min

Meta settles Texas lawsuit for $1.4B

Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds : Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: AMD, ASML, and more Only one Mag 7 name is in the top 20 S&P 500 YTD performers Microsoft stock dips amid service outage led by "unexpected usage spike" GSK sh...

Jul 31, 20246 min

Meta to let users create custom AI chatbots

The company will unveil a new tool called AI Studio . (0:16) 'Deadpool & Wolverine' sets a box office record. (3:24) BofA says AI hype days are over. (4:32) Show Notes Procter & Gamble falls after organic sales miss expectations PayPal boosts 2024 earnings and buyback guidance after strong Q2 beat. 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 ...

Jul 30, 20246 min

U.S. debt tops $35T

U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: TLRY, CRWD, and more Biden administration continues refilling oil emergency reserve, needs funds to buy more Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities Nvidia begins u...

Jul 30, 20246 min

Trump unveils vision to make U.S. ‘crypto capital’, ‘bitcoin superpower’

Trump lays out plan to turn U.S. into a 'crypto capital' and 'bitcoin superpower'. (00:25) Apple Intelligence won't debut with initial iOS 18 launch - report. (01:13) Mitsubishi Motors is said to join Honda-Nissan alliance . (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PBI, PHG, and more Earnings week ahead: MSFT, AMZN, AAPL, META, PFE, MCD, SBUX, XOM, CVX and more The Paris Olympics are expected to provide sportsbooks with a major boost Microsoft's ...

Jul 29, 20245 min

2024 Olympics: Game on!

Here come the 2024 Olympic Games : Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search ; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: DXCM, COUR, and more Bitcoin 2024: Trump set to woo crypto industry Barack and Michelle Obama endorse Kamala Harris for president Nvidia dethrones Tesla on IBKR's ...

Jul 26, 20246 min

Economic growth ramps up in Q2

GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge , driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity dru g. (3:35) Show Notes Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings The correction happening in stocks is 'far from over' Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...

Jul 25, 20245 min

Boeing pleads guilty in 737 MAX case

Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: F, CMG, and more The correction happening in stocks is 'far from over,' IBKR says Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report Succession feud: Rupert...

Jul 25, 20246 min

Investors cashing in their chips

Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48) Show Notes Watch this $70B ETF to gauge if bulls can maintain sway over small-caps 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 ....

Jul 24, 20245 min

Ether ETFs dip on first day

Spot ether ETFs close out first trading day lower as ether price slips . (00:27) Tesla (TSLA) earnings call : Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: TSLA, V, DB, and more Apple dabbles with foldable iPhone, eyes possible 2026 release: reports Alphabet beats as search, Clo...

Jul 24, 20246 min

Ether ETFs start trading

The crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hil l. (3:51) Show Notes Delta struggles to resume operations AI startup Cohere sees valuation soar to $5.5B 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 ....

Jul 23, 20246 min

Wiz rejects Google’s acquisition deal

Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach . (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NXPI, CCK, and more New presidential contender Harris seen as tougher oil industry foe than Biden CrowdStrike slips as Guggenheim, BTIG downgrade following global outage Kronos Worldwide a...

Jul 23, 20245 min

Market awaits impact of VP Kamala Harris’ presidential run

Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51) Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal . (02:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: RYAAY, CRWD, and more Kamala Harris' potential impact on health care stocks Quick service restaurants face disgruntled consumers and nervous investors SA Asks: Which chip companies...

Jul 22, 20246 min

President Joe Biden drops out of race

Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles . (1:54) The world emerges from the blue screen of death. (6:56) Show Notes Earnings calendar Dividend Roundup Steven Bavaria Takes Investors Inside The Income Factory 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/subscription...

Jul 21, 202411 min

Major Crowdstrike outage

Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: CRWD, PLUG, HE, and more Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick SF Fed chief Daly says price stability yet to be...

Jul 19, 20246 min

Apple goes to Hollywood

AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34) Show Notes Not the time to buy the dip - 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 ....

Jul 18, 20247 min

Darden Restaurants acquires Chuy’s

Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M . (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring . (03:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NOK, TSM, and more Netflix ad-tier growth in focus during Q2 earnings Air-safety officials schedule 2 days of hearings about Boeing 737 Google, Sa...

Jul 18, 20246 min

Rotation, rotation, rotation

Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy . (5:18) Show Notes Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug GitLab soars as Google-backed firm eyes sale 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 P...

Jul 17, 20247 min

Spirit’s outlook, ETH ETF’s and Musk companies moving to Texas

Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: SAVE, ASML, and more Trumponomics: Trump details plan for economy, Wall Street and foreign policy adidas raises its full-year outlook after robust Q2 p...

Jul 17, 20245 min

Consumers still have some fight left

Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction . (4:51) Show Notes Bank of America Q2 earnings top consensus on strong sales and trading Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings call 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...

Jul 16, 20246 min

Amazon Prime Day set to break records

Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate ; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: DJT and MTCH BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic Back-to-school spending likely to remain...

Jul 16, 20247 min

Goldman boosts dividend after solid earnings

Goldman Sachs declares a quarterly dividend of $3 per shares . (0:16) The 30-year yield tops the 2-year for the first time since January . (1:26) Hedge funds keep selling tech . (8:10) Show Notes Raymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced In Nvidia faces French probe over anti-competitive practices Walmart continues to add more restaurant chains to its stores Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full ac...

Jul 15, 202410 min

Google reportedly near $23B Wiz purchase

Google's (GOOG) (GOOGL) biggest acquisition : plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39) Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: DJT and crypto stocks Burberry ropes in Joshua Schulman as CEO, issues profit warning Investors weigh effects of Trump shooting ...

Jul 15, 20246 min

Trump fine after assassination attempt

Former president says he is OK after rally shooting . (0:16) Netflix highlights earnings week. (1:39) Dividend calendar . (2:15) Show Notes Goldman lists its top 25 tactical trades for earnings season 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 ....

Jul 14, 20244 min

Big bank results on tap

Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: TSLA, ERIC, and more SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7 PayPal may profit from Apple-EU settlement, analyst says AI made ...

Jul 12, 20245 min

The (dis)inflation report the market was waiting for

Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble , along with the greenback. (1:45) Delta warns of lower fare discounting . (2:55) Show Notes S&P 'defiant' behavior Pfizer advances development of once-daily weight-loss pill Who could potentially replace Tesla in Magnificent 7? MicroStrategy to execute 10-for-1 stock split Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, ...

Jul 11, 20246 min

Costco hikes membership fees

Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: COST, AA, and more Microsoft dodges EU antitrust probe with €20M settlement - report Electric stuff: Tesla's business that may have more promise than autos, robots, or FSD...

Jul 11, 20247 min
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