Wall Street Breakfast

Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)

Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
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7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says

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Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)

Show Notes
BofA’s global contenders and defenders list
Tesla plans full self-driving rollout in China and Europe by Q1 2025
ISM Services stays strong in August, topping consensus

Episode transcripts: seekingalpha.com/wsb
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Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)

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Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)

Show Notes
35 green energy stocks for a new era of profitability
Dollar Tree tumbles after weak guidance
Google expected to appear next week for antitrust trial related to ad business practices

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.

US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?

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CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)

Show Notes
JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank
Novo Nordisk warns of continued Ozempic shortage in Q4

Episode transcripts: seekingalpha.com/wsb
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Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters

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A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09) 

Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup

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.

Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates

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