Wall Street Breakfast

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)

Show Notes
Seeking Alpha's Catalyst Watch
Earnings Week Ahead
Companies with profit warnings after negative earnings season

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Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Amazon, Meta Platforms, and more
Apple falls as China worries overshadow sales growth
Amazon gains after holiday quarter sales shine and profits soar
BAE Systems buys Malloy Aeronautics, a British tech company

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Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)

Show Notes
ISM manufacturing index hits highest level since October 2022
Plug Power completes first customer fill at Georgia green hydrogen plant

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Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Vaxart, Rocket Lab, and more
Li Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveries
Paramount gains amid report board has formed a special independent committee
Viking Therapeutics gains amid takeover speculation

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Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)

Show Notes
Private sector adds 107K jobs in December, less than expected
Seeking Alpha's Alpha Picks portfolio

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Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Paramount Global, Google parent Alphabet, and more
Ken Griffin: If China invades Taiwan, the U.S. could see “a great depression”
Embraer sees 13% increase in 2023 deliveries
Starbucks strikes confident tone on store growth and profitability despite headwinds

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Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)

Show Notes
Quality stocks that would outperform in 2024 - UBS
U.S. consumer confidence advances in January, hitting two-year high
UPS slides after revenue outlooks disappoints

Episode transcripts seekingalpha.com/wsb
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Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Super Micro Computer, Whirlpool, and more
Quality stocks that would outperform in 2024 - UBS
New federal energy standards won't ban gas stoves
Baker Hughes cut at Wolfe with 'too much risk' seen in LNG market

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The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)

Show Notes
Goldman sees a positive yield curve by Q3; what does that mean for stocks?
Dollar Tree gains after J.P. Morgan turns bullish

Episode transcripts seekingalpha.com/wsb
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United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and more
Earnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and more
Reddit reportedly looking at $5 billion IPO valuation
California playing 'dangerous game' with climate policies, Chevron exec says

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