Wall Street Breakfast

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)

Show Notes
IPO activity in U.S. expected to continue to improve in 2024, Goldman says

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The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Cloudflare, Pinterest, and more
Focus on smokeless tobacco paying off for British American Tobacco
Five questions on investors’ minds for 2024 answered - UBS
Greenlight Capital founder: Markets are fundamentally broken by passive investors

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Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)

Show Notes
Greenlight Capital founder: Markets are fundamentally broken by passive investors
Philip Morris points to strong momentum as smoke-free sales climb

Episode transcripts seekingalpha.com/wsb
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Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Disney, PayPal, Arm Holdings, and more
U.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y sale
Stocks with expensive valuations vs their peers - BofA
Bill Ackman's Pershing Square files to launch new closed-end fund

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Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)

Show Notes
4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRA
J.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7
Roblox jumps amid bookings surge, strong outlook through 2027

Episode transcripts seekingalpha.com/wsb
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SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and more
Palantir's 'off the charts' success shows the AI revolution is here
Pinterest's deal with Amazon is bigger than believed; may lead to Google pact
80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2

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Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)

Show Notes
Oppenheimer's Buy vs. Sell ideas paired by each SMID sector
DocuSign to shrink headcount; company will stay public after failed takeover talks

Episode transcripts seekingalpha.com/wsb

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Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: BP, Palantir Technologies, Chegg and more
Virgin Galactic reports flight issue to FAA
Chegg's investment in AI taking longer to pay off
Invitae plunges amid report it may file for bankruptcy within weeks

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The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)

Show Notes
Hertz Global hits the brakes on EV plans with Polestar Automotive
McDonald's falls short of Q4 comparable sales expectations

Episode transcripts seekingalpha.com/wsb
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Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and more
Earnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and more
AI may be much more than a buzzword for Shopify
Watch this restaurant stock for a near-term bounce

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