Wall Street Breakfast

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 Notes
Wedbush says these housing stocks can benefit from rising interest rates

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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 seekingalpha.com/wsb.

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Biggest stock movers today: UAL, JBHT, and more
Evercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. Apple
Shopify pits employees against each other to achieve higher pay - report
SA Analyst Roundtable: What's next for Boeing?  

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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 Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia

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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.

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Biggest stock movers today: ERIC, LYV, and more
Peloton pulls unlimited free app membership tier as it fails to draw paid users
Remain cautious on defense stocks amid Iran escalation: Wells Fargo
Broadcom questioned by EU regulators over VMware licensing: report

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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 Notes
Small and midcap pair trades for every sector - Oppenheimer

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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) 

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Biggest stock movers today: AA, MPW, and more
Earnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and more
Gold upgraded at Goldman Sachs amid geopolitical risks
U.S. hikes royalty fees for drilling on federal lands for first time in a century

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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 Notes
The Federal Reserve Needs To Raise Interest Rates By A Quarter Point

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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.

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Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPI
Riddled With Rates
Hot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutes

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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.

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Biggest stock movers today: NRIX and APLD
Earnings Calendar
Big banks set to report Q1 earnings; seen adjusting guidance for fewer rate cuts
Exxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12%
FDA chief sees no reason for delay in cannabis rescheduling

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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 Notes
Global Stock leaders for 2030 in Fin Tech - UBS
Robinhood stock dips after Citi downgrades to Sell on fundamentals disconnect

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