Wall Street Breakfast

Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering as Johnson & Johnson exits. (01:23) CVS risks losing up to 10% in Medicare memberships next year. (01:50)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DLO, PBR, meme stocks, and more
Exxon makes new oil discovery offshore Angola - S&P Global
Boeing ran afoul of criminal settlement on 737 crashes, DOJ says
U.S. senators push for $32B in emergency spending on AI

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AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22) 

Show Notes
Meme stock craze continues; GameStop, AMC see multiple volatility halts
Berkshire Hathaway's mystery stock bet might be revealed soon
10 lessons from earnings season

Episode transcripts seekingalpha.com/wsb
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Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24)  Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Meme stocks, ALC, and more
How April CPI inflation data may influence the Fed's rate path decision
Stocks with more than 10% short interest - Finviz Screener
Morgan Stanley names 6 stocks to help investors navigate the consumer downshift

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Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)

Snow Notes
Magnificent 7 predicted to reinvest $350 billion this year
Nvidia favorite in AI basket, gets Buy rating at Jefferies

Episode transcripts seekingalpha.com/wsb
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Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ZK, TME, GME, and more
Magnificent 7 predicted to reinvest $350 billion this year
Workers at Apple's first unionized store vote to authorize strike
South Korea plans over $7B aid package to boost local chip industry - report

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CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)

Show Notes
Barclays spotlights 44 stocks to watch if inflation remains sticky
Earnings Calendar
Dividend Roundup

Episode transcripts seekingalpha.com/wsb
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AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

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T-bills, gold and macro volatility
Gold jumps to highest in a month as data signals slowing economy, likely rate cuts
Citadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024

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Register for Seeking Alpha's Investing Summit (don't forget your podcast discount code!)

New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing.  (03:09) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: U, NVAX, and more
Elon Musk’s Neuralink reports malfunction in first in-human brain implant
Ford tempering pledge to go full-EV in Europe by 2030
BP aims to buy Tesla supercharging sites for U.S. expansion - Bloomberg

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Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting fencing ring. (4:48)

Show Notes
Investor bullishness is spreading beyond the stock market - SentimenTrader
Plug Power slides after posting larger than forecast Q1 loss

Episode transcripts seekingalpha.com/wsb
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Disney (DIS) and Warner Bros. (WBD) unveil streaming bundle, similar to cable TV package. (00:22) General Motors (GM) saying goodbye to Malibu to increase production of EVs and hybrids. (01:06) Chinese EV maker NIO to launch its lower-priced brand Onvo on May 15 - report. (02:09)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ABNB, ARM, SEDG, and more
Shoplifting crackdown: Retail theft ring targeting Macy's, other retailers busted
Seasonal U.S. demand for gasoline, diesel worst since 2020, hitting refining margins
Sony, Apollo plan to sell CBS, cable channels after buying Paramount - NYT
Scattered Spider hacking group said to target banks, insurers

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