Wall Street Breakfast

The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)

Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide

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The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)

Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance

Episode transcripts: seekingalpha.com/wsb
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Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake

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Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)

Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities

Episode transcripts: seekingalpha.com/wsb
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Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions

Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING

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The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)

Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7

Episode transcripts: seekingalpha.com/wsb
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Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus

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The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)

Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial

Episode transcripts: seekingalpha.com/wsb
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DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy

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