Wall Street Breakfast

Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting. (6:40)

Show Notes
Who Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility.
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb

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Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NKE, DJT, and more
Meta may block news content on Facebook in Australia if forced to pay licensing fee
NFL ordered to pay $4.7B after losing Sunday Ticket antitrust trial
Tractor Supply shelves climate, diversity goals after pushback

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Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26) 

Show Notes
Durable goods orders edge up in May
The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs

Episode transcripts seekingalpha.com/wsb

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SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BB, MU, and more
The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler
Amazon joins $2T market cap club, boosted by Rivian stake and AI wave
Morgan Stanley to deploy OpenAI-powered assistant for financial advisors

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Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)

Show Notes
Goldman’s top 50 high Sharpe Ratio stocks
These 5 stocks in the S&P now have the highest prices following Chipotle's split
Whirlpool stock jumps as Bosch weighs takeover bid

Episode transcripts: seekingalpha.com/wsb

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Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).

Episode transcripts: seekingalpha.com/wsb

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Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
Exxon threatens to suspend French refinery if strike continues

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Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)

Show Notes
Airbus's stock falls more than 9% after cutting guidance
U.S. consumer confidence pulls back in June, but range-bound for past two years

Episode transcripts seekingalpha.com/wsb
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Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DJT, SEDG, EPAC and more
Shein confidentially files paperwork for possible London IPO - reports
Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
Google working on customizable chatbot product to rival Meta, Character. AI - report

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United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)

Show Notes
Gap between growth and small-cap is huge, but don't call it a bubble
Micron sees price target raised at Citi, Wolfe ahead of earnings
CrowdStrike reaches S&P 500 Index five years after IPO

Episode transcripts seekingalpha.com/wsb
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ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RXO, RMD, and more
CDK Global works on fixing data breach that hit thousands of car dealers
Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer

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