Wall Street Breakfast

Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)

Show Notes
Seeking Alpha Catalyst Watch
Earnings Calendar

Episode transcripts seekingalpha.com/wsb
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OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Roku, Coinbase, Applied Materials and more
MicroStrategy's $10B bitcoin stash sits on 70% unrealized profit
'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO says
White House: Russia building 'anti-satellite capability,' but no immediate safety threat

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Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)

Show Notes
10 option overwriting calls that can capture 7% upside - BofA

Episode transcripts seekingalpha.com/wsb
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AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Cisco, Twilio, and more
Joann falls amid report of talks with lenders on cash infusion
Occidental Petroleum plans flat 2024 production, to cut two Permian Basin rigs
Roku facing mixed impact from proposed Walmart-Vizio deal, analysts say

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Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)

Show Notes
Money managers now the most bullish they've been in two years
Kraft Heinz sees volume drop in Q4 as consumers push back on higher pricing

Episode transcripts seekingalpha.com/wsb
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Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Lyft, Robinhood Markets, and more
Money managers now the most bullish they've been in two years
Jeff Bezos sells $4B of Amazon stock after Miami move
Ipsen gets FDA approval for pancreatic cancer drug regimen

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A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)

Show Notes
Morgan Stanley’s Fresh Money buy list
Microsoft's AI tool Copilot's early users have mixed reviews, question price tag

Episode transcripts seekingalpha.com/wsb
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Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: JetBlue, Waste Management, and more
Walmart and Energizer face class action lawsuits over battery prices
Federal judge dismisses PhRMA challenge to Medicare price negotiations
Diamondback sees growing pro-forma production with fewer wells after Endeavor deal

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Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)

Show Notes
After Meta debuts a dividend, Goldman does the math if big names follow suit

Episode transcripts seekingalpha.com/wsb
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Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Joby Aviation, monday.com, and more
Earnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and more
The price of chocolate may be hard to swallow this Valentine's Day
Tesla trades lower than it did a year ago - reality check or buying opportunity?

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