Wall Street Breakfast

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)

Show Notes
Wells Fargo in charts: Corporate and Investment Banking revenue falls most Q/Q
BofA in charts: Revenue declines in most segments amid slower loan expansion
Delta Air Lines falls after profit guidance lands short of long-term target
Dividend Roundup: Proctor & Gamble, Citigroup, Caterpillar, CVS Health, and more

Episode transcripts seekingalpha.com/wsb

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside Target (TGT): WSJ. (02:39) Amgen (AMGN) may be evaluating Cytokinetics bid; CYTK wants $130-$145 a share - report. (03:35)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Grifols, ZIM Integrated Shipping, and more
Boeing given formal notice of FAA probe into 737 Max 9 mishap
Meta Materials announces $1M civil penalty to settle SEC investigation
McKesson looking to sell Rexall pharmacy chain in Canada - report

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)

Show Notes
Berkshire Hathaway's share of Occidental Petroleum hits 34%
Google to lay off hundreds in voice assistant, hardware teams

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazon (AMZN) won't offer remedies in Europe. (01:41) SEC at long last approves spot bitcoin ETFs. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Crypto-linked stocks, Praxis Precision Medicines, and more
Consumer Price Index seen ticking up in December, with core number easing
Salesforce and Slack implement hiring freeze: report
Google to lay off hundreds in voice assistant, hardware teams

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock downgrade. (2:12)

Show Notes
Ten surprises that could affect markets in 2024
Walmart impresses at both CES and ICR with tech initiatives

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in Texas. (02:02) Amazon's (AMZN) Twitch to cut about 35% of workforce - report. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Alcon, Intuitive Surgical, and more
Tesla launches upgraded Model 3 in North America at unchanged prices
U.S. oil production predicted to reach new records this year and next
Boeing CEO: Company must acknowledge quality issues with aircraft

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) Analysts adjust bank ratings ahead of earnings. (3:55)

Show Notes
Citi’s 30 stocks for its 2024 top themes
Netflix dips after Citi cuts rating on potential risks in '24-25 amid Street's 'lofty expectations'
Juniper Networks jumps 25% on report HPE is nearing buyout deal

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by investor. (01:36) Juniper Networks (JNPR) jumps 25% on report HPE is nearing buyout deal. (02:34)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Juniper Networks, Unity Software, and more
Top 10 stocks with the highest short interest on Wall Street
Activist Elliott builds $1B stake in Match Group - WSJ
Bausch + Lomb drops amid comments at JPMorgan Healthcare Conference

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leaders strike spending deal that could avert shutdown. (3:33)

Show Notes
Real Estate is the top performing sector since the market’s October low
Oil falls after Saudi cuts crude prices amid supply, competition woes
BlackRock, ARK 21Shares set lower fees for spot bitcoin ETFs

Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) for around $700M - Bloomberg. (01:44) Audacy (AUDA) files for Chapter 11 bankruptcy as ad sales crash. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Boeing, Harpoon Therapeutics, and more
Earnings week ahead: Citigroup, JPMorgan, UnitedHealth, Delta Airlines and more
Winter weather could mean hot returns for these stocks
Some electric vehicles are underperforming EPA range estimates - is yours one of them?

Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.