Wall Street Breakfast

Google (GOOGL) (GOOG): Microsoft (MSFT) offered to sell Bing to Apple (AAPL) when pitching default deal. (00:23) Walt Disney (DIS), Reliance sign pact to merge Indian media operations - report. (01:27) Ford (F) halts shipments of electric F-150 truck due to quality issue. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Li Auto, Intuitive Machines, and more
Earnings week ahead: Salesforce, Plug Power, Zoom, Snowflake, AMC Entertainment and more
ECB has one message for crypto investors: Bitcoin is bad
Warren Buffett talks Charlie Munger, earnings, markets, risk in annual letter

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Why cash flow and profitability are foremost on Austin Hankwitz's mind (0:20). Russell 2000 is weirdly undervalued - what it means for investors (3:10). This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links:
'Stay Hungry, Stay Foolish' Small Cap Strategies With Courage & Conviction Investing

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U.S. scores first moon landing since Apollo era with Intuitive Machines' Odysseus (LUNR). (00:27) McDonald's (MCD) lays out expansion expectations for 2024. (01:31) Capital One (COF) deal for Discover (DFS) has $1.38B termination fee. (02:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Block, Booking Holdings, and more
Obesity drugs to expand U.S. GDP by 1% in the coming years: Goldman Sachs
Berkshire Hathaway Q4 preview: Cash, stock holdings, insurance progress
Mercedes-Benz rallies after backing off 50% EV target, unveiling new buybacks

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AT&T sees major outages as cyberattack investigated. (0:17) Is Nvidia the Fed's biggest enemy? (2:28) Google pauses AI image generation over race concerns. (6:18)

Show Notes
14 buy-rated Stocks with big improvements in their ROE - Jefferies
Initial jobless claims unexpectedly fall in past week
B. Riley soars after board says company acted properly in regard to FRG buyout

Episode transcripts seekingalpha.com/wsb
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Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: NVIDIA, Lucid Group, and more
Rivian Automotive slides after posting another loss, announcing cuts to salaried staff
10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and Intel
CVS Health invests $35M in affordable housing in Hawai'i

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Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)

Show Notes
PTON, PLUG, and CAR are some of the high beta losers to Sell according to Oppenheimer
Realty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly soft

Episode transcripts seekingalpha.com/wsb
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Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Palo Alto Networks, Teladoc Health, and more
Uber Eats is bringing robot deliveries to Japan
Samsung sells entire stake in ASML to advance in new areas - report
Palo Alto Networks plummets as it cuts full-year billings, revenue guidance

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As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)

Show Notes
Goldman jumps on the Magnificent 7 earnings bandwagon
Home Depot falls after U.S. comparable sales growth disappoints


Episode transcripts seekingalpha.com/wsb
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Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Discover Financial Services, Barclays, and more
Earnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and more
Eating at home could get cheaper this summer
XPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands begins

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Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts seekingalpha.com/wsb

Show Notes:
Trust The Data
January CPI Comes In Hot

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