Wall Street Breakfast

Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibonacci (2:25). Taking advantage of AI, tech sector (6:00). This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts seekingalpha.com/wsb

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Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon topple Apple as world's biggest company. (4:48)

Show Notes
Dividend Roundup: Johnson & Johnson, AT&T, Mastercard, PNC Financial, and more
Aluminum and copper to boost in 2024 + other commodities calls - GS
Palantir slips as Jefferies downgrades, says AI is 'overhyped'

Episode transcripts seekingalpha.com/wsb

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QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in December, net sales up 9.9%. (01:32) McDonald's (MCD) faces backlash in Middle East impacting business. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Peloton, Medical Properties Trust, and more
Pepsico products pulled from Carrefour as retailer loses appetite for price hikes
Masking returns to some U.S. hospitals amid rising COVID, flu cases
Microsoft may soon supplant Apple as world's most valuable company

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The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:25)

Show Notes
Accelerating topline growth stocks - Goldman
Initial jobless claims fall to lowest level in 3 months
Mobileye weak Q4, full-year guidance sends shivers down spine of chip industry

Episode transcripts seekingalpha.com/wsb.
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Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-commerce tenfold. (01:46) CVS to drop Humira (ABBV) from certain formularies, cover biosimilars instead. (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Cal-Maine Foods, FuboTV and more
Microsoft adds Copilot AI button in first big change to PC keyboard in decades
Mark Zuckerberg sold $428M worth of Meta stock at the end of 2023
Piper Sandler downgrades Apple on iPhone sales and macroeconomic worries

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Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. national debt tops $34 trillion. (3:49)

Show Notes
Megacap rout in January is now consensus - BofA
Job openings fall more than expected in November - JOLTS report

Episode transcripts seekingalpha.com/wsb.
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Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this month. (01:19) Universal Logistics (ULH) to invest $50M for expansion into greater Roanoke, Virginia market. (01:53)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: SoFi Technologies, Bloomin' Brands and more
Top 10 stock ideas for 2024 Q1 - BofA
UPS, CRWD and TOL among Wells Fargo's 11 overweight tactical ideas
Tesla's China-made EV sales surged in December, capturing over half of global deliveries in 2023

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Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delivery expectations. (3:10)

Show Notes
Gap between all-time highs for the S&P 500 is the sixth longest in history

Episode transcripts seekingalpha.com/wsb.
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2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. (02:10) Corcept Therapeutics (CORT) plunges after loss in patent battle with Teva (TEVA). (03:12)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Li Auto, crypto-related stocks and more
Oil climbs as Iran sends warship to Red Sea after U.S. sinks Houthi boats
Avangrid cancels merger deal with PNM Resources
China's manufacturing expansion picks up driven by stronger domestic demand

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Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show Notes:
In Store For '24
Dogs Of The Dow For 2024, And Why DJD Is Outperforming SCHD
Ranking The Magnificent 7 Stocks And An ETF That Owns Them All (FNGS)
Portfolio Construction, Options And Covered Call ETF Vulnerability
Rob's Sungarden investment Publishing

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