Wall Street Breakfast

Wall Street Breakfast episodes:

• 04.17.2024

  Lilly weight loss drug succeeds in sleep apnea trial

  Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flagship ARRK ETF falls below key technical level. (3:42)Show NotesWedbush says these housing stocks can benefit from rising...

  
• 04.17.2024

  Fed’s restrictive policy needs more time to work

  Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)Episode transcripts...

  
• 04.16.2024

  Bond bulls and dollar bears in hibernation

  10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)Show NotesAMD unveils new chips to power AI PCs in race against...

  
• 04.16.2024

  Live Nation reportedly faces antitrust lawsuit, shares drop

  Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest...

  
• 04.15.2024

  Goldman Sachs posts strong numbers

  Goldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01)Show NotesSmall and midcap pair trades for every sector - OppenheimerEpisode transcripts seekingalpha.com/wsbSign up for our...

  
• 04.15.2024

  Samsung overtakes Apple as top smartphone maker

  Apple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J; (JNJ) cough syrup recall classified as most serious in South Africa. (01:51) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today:...

  
• 04.14.2024

  Oil market in focus after Iran attack on Israel

  Further conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30)Show NotesThe Federal Reserve Needs To Raise Interest Rates By A Quarter PointEpisode transcripts seekingalpha.com/wsbSign up for...

  
• 04.13.2024

  Strong economic data not necessarily bad for equity market

  Yimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow...

  
• 04.12.2024

  U.S. grapples with record high drug shortages

  Drug shortages in U.S. at highest level on record since 2001. (00:25)  Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NRIX and APLDEarnings...

  
• 04.11.2024

  Wall Street tunes into the Masters

  Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45)Show NotesGlobal Stock leaders for 2030 in...

  
• 04.11.2024

  U.S. regulation targets ‘forever chemicals’ in water

  New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)Episode transcripts seekingalpha.com/wsb.Show links: Cathie Wood says...

  
• 04.10.2024

  Sticky inflation will give the Fed pause

  March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)Show NotesCabot Wealth’s Top Ten list of...

  
• 04.10.2024

  Intel unveils new AI chip, setting up race with Nvidia

  Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)Episode...

  
• 04.09.2024

  Small business optimism at 11-year low

  Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)Show NotesTilray guidance cut sends cannabis stocks lowerGoogle unveils in-house Axion chips to cut AI costs, reliance on...

  
• 04.09.2024

  Samsung reportedly secures $6B grant for U.S. chip expansion

  Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)Episode transcripts...

  
• 04.08.2024

  J.P. Morgan's Dimon says rates could spike to 8%

  Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)Show NotesCiti's top recommended large-cap stocksEpisode...

  
• 04.08.2024

  Kimberly-Clark to sell PPE business to Ansell

  Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)Episode transcripts...

  
• 04.07.2024

  Retail inflation and big bank earnings arrive

  The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)Show NotesEarnings CalendarBuy-rated and sell-rated stocks within TechnologyEpisode transcripts...

  
• 04.05.2024

  Disney to crack down on password sharing soon

  Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)Episode...

  
• 04.04.2024

  Perma-Fix advances in PFAS chemical elimination

  Perma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)Episode transcripts...

  
• 04.03.2024

  Disney leadership survives proxy siege

  CEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)Show NotesBuy vs. Sell ideas paired within each sector - OppenheimerParamount gains amid report...

  
• 04.03.2024

  Hanesbrands hit by Champion sale

  Hanesbrands (HBI) reportedly sells Champion to Authentic Brands. (00:22) Costco (COST) launches a weight loss program for members. (01:13) Amazon (AMZN) shelves Just Walk Out tech at some grocery stores. (01:54)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: CALM, INTC, and...

  
• 04.02.2024

  Tesla deliveries a 'disaster'

  Tesla Q1 deliveries miss already-lowered expectations. (0:16) After a century, the General Electric stock market era is over. (3:49) See the most crowded stocks in each sector. (4:39) Show NotesJob openings roughly flat in February, with prior month's print revised down...

  
• 04.02.2024

  Mexico’s Pemex shifts crude exports as global supplies tighten

  Mexico said to cut some oil exports as global supplies tighten. (00:23) EV startup Canoo (GOEV) raises going concern doubts as it runs low on cash. (01:19) Florida Supreme Court allows adult-use cannabis bill to go to November ballot. (02:10)Episode...

  
• 04.01.2024

  iPhone sales continue to look weak

  UBS sees monthly declines in China, U.S. and India. (0:15) ISM manufacturing index ends 16 months of contraction. (1:21) United asks pilots to take unpaid leave. (3:24)Show NotesWells Fargo's high-conviction tactical longs and shorts for Q2Citi stays bullish on chips...

  
• 04.01.2024

  Nippon Steel stands firm on U.S. Steel acquisition

  Nippon Steel's (NPSCY) new president committed to U.S. Steel (X) deal, highlights growth potential. (00:25) Microsoft-backed (MSFT) startup Rubrik said to prepare IPO filing. (01:44) Rakuten Group (RKUNY) plans to integrate its fintech business. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers...

  
• 03.31.2024

  House of Mouse showdown

  Iger and Peltz face off in Disney annual shareholder meeting. (0:20) March payrolls seen up by 200,000. (1:13) Microsoft and OpenAI to build Stargate supercomputer. (4:04)Show NotesAT&T; says data set impacting about 73M current, former account holders leaked on dark...

  
• 03.28.2024

  State Dept. offers $10M reward for BlackCat intel

  US State Dept. announces $10M reward for BlackCat ransomware group. (00:28) Disney (DIS) settles DeSantis fight in Florida. (01:35) Ford (F) eliminating more jobs at Dearborn F-150 Lightning plant - report. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: RH, AKBA,...

  
• 03.27.2024

  Trump Media has meme vibes in options

  The most popular options bet on DJT predicts a 96% plunge in a month. (0:16) Charts spy Amazon run to $200. (3:07) Robinhood offers gold cards (some made of actual gold). (3:57) Show NotesCoinbase stock dips as judge rules SEC case can...

  
• 03.27.2024

  Bridge collapse disrupts coal operations

  Consol Energy (CEIX) slips 7% as Maryland marine terminal likely faces long downtime. (00:27) GameStop (GME) slides after reporting weak sales tally for holiday quarter. (02:11) Apple (AAPL) confirms developer conference date. (03:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MRK, GME,...

  
• 03.26.2024

  Florida bans social media for under-14s

  Gov. DeSantis signs bill banning those under 14 from joining platforms. (0:16) Maersk chartered vessel that brought down Baltimore bridge. (1:10) McDonald's looks to sell Krispy Kremes nationwide. (3:04)Show NotesTrump Media soars with Nasdaq debutViking Therapeutics gains on early data...

  
• 03.26.2024

  Lucid Group secures $1B investment

  Lucid Group (LCID) rallies after a new Saudi fund investment bolsters confidence. (00:24) World’s largest oilfield services company has no plans to leave Russia - FT. (01:31) WeWork (WEWKQ) founder and former CEO Adam Neumann makes bid for company. (02:39)Episode...

  
• 03.25.2024

  Boeing CEO to leave year-end

  Dave Calhoun announces sets a date to leave amid safety struggles. (0:15) Mizuho turns sour on EV stocks. (2:36) Like the Magnificent 7? Try the GRANOLAS. (4:53)Show NotesWall Street Breakfast Survey: ETFs or Mutual Funds?Super Micro Computer initiated with Overweight...

  
• 03.25.2024

  China blocks Intel, AMD chips in government computers

  China said to block use of Intel (INTC), AMD chips in government computers. (00:26) Boeing (BA) union wants board seat to 'save company from itself' - report. (01:14) Germany cannabis legalization on schedule as bill clears final hurdle. (02:34)Episode transcripts...

  
• 03.24.2024

  Fed speakers off the hook

  FOMC members may look to temper market enthusiasm. (0:20) GameStop, Walgreens set to report earnings. (2:26) Goldman sees path to S&P; 6,000. (4:38)Show NotesFAA said to mull limits on new routes for United after safety incidentsEpisode transcripts seekingalpha.com/wsbSign up for our...

  
• 03.22.2024

  FedEx rallies on Express business improvement

  FedEx (FDX) rallies after Express unit delivers strong quarter. (00:27) Winnebago (WGO) sees better times ahead for RV industry. (01:41) Trump stands to gain $3B if DWAC shareholders clear deal to take Truth Social public. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock...

  
• 03.21.2024

  Baconator aviator: burger delivery by drone

  DoorDash and Wing to test delivery of Wendy's by drone in Virginia. (0:16) Air Force conducts last test on hypersonic missile. (3:45) AI startup Cohere looks for a $5 billion valuation. (4:22)Show NotesThe top stocks with selling pressure across the...

  
• 03.21.2024

  The United States v Apple part 3

  DOJ set to sue Apple for antitrust violations related to iPhone. (0:14) Reddit to debut after pricing IPO at top of range. (0:48) Apollo offers $11 billion for Paramount's film and TV business. (1:52)Show NotesMicron soars as Q2 results, guidance...

  
• 03.20.2024

  Stocks set new record as Fed still sees 3 rate cuts

  The FOMC kept its dot-plot steady despite higher growth and inflation forecasts. (0:15) The S&P; 500 closes above 5,200 as yields fell. (0:27) Money manager risk appetite at 2-year high. (4:55)Show NotesJPMorgan Chase increases dividend by ~10% to $1.15Topgolf Callaway...

  
• 03.20.2024

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

  Chipotle Mexican Grill (CMG) announces 50-for-1 stock split. (00:26) Saudi Arabia plans to pour $40B into AI technology: report. (01:19) Nordstrom (JWN) jumps on report of new takeover offer from founding family. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: INTC,...

  
• 03.19.2024

  The Force is with Disney CEO Iger

  Major Disney shareholder George Lucas backs Bob Iger in proxy battle. (0:16) Nvidia sees sell-the-news reaction to GTC. (2:30) EV maker Fisher halts production as it fights to survive. (3:11)Show NotesHow the Magnificent 7 valuations stack up against bubbles of...

  
• 03.19.2024

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

  Unilever (UL) to separate ice-cream business, slash 7,500 jobs globally. (00:30) Exxon (XOM) CEO says giant Texas hydrogen project at risk without IRA tax credits. (01:38) Third time's the charm? Volkswagen (VWAGY) Tennessee auto workers vote to unionize. (02:57)Episode transcripts...

  
• 03.18.2024

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

  Spike in bets on the women's games raises tournament handle expectations. (0:16) Apple talking to Google about using Gemini AI in iPhone. (3:45) Target limits self-checkout items to curb theft. (4:26)Show NotesCiti screens for 25 stocks with growth capex opportunityIntel-backed...

  
• 03.18.2024

  Uber settles Australia taxi driver lawsuit, pays $178M

  Uber (UBER) to pay $178M to settle lawsuit by Australia taxi drivers. (00:27) SpaceX (SPACE) said to be building spy satellite network for U.S. space-based intelligence agency. (01:24) LinkedIn (MSFT) to launch gaming within its platform. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers...

  
• 03.17.2024

  Fed and Nvidia vie for market dominance

  Nvidia's GTC is now the AI Woodstock. (0:52) The Fed's new dot-plot will be the big focus. (1:37) Reddit set to start trading. (2:24)Show NotesFinancials ranked first again in BofA’s small-cap quantitative sector rankings, Utilities last.Meta under federal probe over...

  
• 03.15.2024

  Adobe drops on light guidance despite quarterly beat

  Adobe (ADBE) tumbles as Q2 forecast falls short of expectations; unveils $25B buyback. (00:27) WW International (WW) expects to beat previously given Q1 subscriber guidance. (01:29) Apple (AAPL) acquires Canadian startup DarwinAI as AI arms race accelerates: report. (02:25)Episode transcripts...

  
• 03.14.2024

  Former Treasury Secretary aims to buy TikTok

  Steve Mnuchin says he's putting together a group to buy TikTok from China's ByteDance. (0:16) Another hot inflation report has rates climbing. (1:20) Marlboro Man easing up on the Budweiser. (4:47)Show NotesRetail sales rebound less than expected in FebruaryBio-Techne and...

  
• 03.14.2024

  Lithium Americas could receive $2B government loan

  Lithium Americas (LAC) gains after report of expected $2B government loan. (00:25) Paramount (PARA) sells its Indian television business stake to Reliance for $517M. (01:19) GE HealthCare (GEHC) marks worst drop in 2024 as General Electric (GE) cuts stake. (02:05)Episode...

  
• 03.13.2024

  Spotify debuts music video streaming

  Spotify is beta testing in 11 countries as it looks to challenge YouTube. (0:17) New York Times accused of hacking OpenAI. (0:56) Dividend payments hit a record $1.66 trillion. (3:33)Show NotesWells Fargo cuts Tesla to Sell with valuation pricey vs....

  
• 03.13.2024

  Tesla, Ford among automakers to get low ratings for partial automation systems

  Tesla (TSLA), Ford (F), GM among automakers to get low ratings for their partial automation systems. (00:25) Pentagon said to end plan for $2.5B Intel (INTC) grant: report. (01:44) Boeing (BA) fallout: Airlines brace for delayed plane deliveries. (02:55)Episode transcripts...