Wall Street Breakfast

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:47) Foreign investors are bailing on a big bet on China stocks. (3:03)

Show Notes
20 global single name stock shorts for 2024 - Morgan Stanley
Fisker up 9% on huge increase in deliveries between Q3 and Q4

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Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).

Episode transcripts: seekingalpha.com/wsb

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Nasdaq, S&P, Dow experienced limited moves on the second to last trading day of 2023
Elon Musk’s Tesla likely to set up its first India manufacturing plant in Gujarat
Amazon, Meta, Booking, Uber on top at Wedbush in 2024

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With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining stake of Grayscale. (2:55)

Show Notes
24 global single name stock longs for 2024 - Morgan Stanley
Initial jobless claims rise more than expected in past week
Intel slips even as Argus sings praise on AI, Israel foundry

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Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).

Episode transcripts: seekingalpha.com/wsb

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2024 Analyst Outlook: Lawrence Fuller On An Economic Soft Landing Scenario
Fannie, Freddie stocks backtrack after rally, analyst Bove weighs in
JD.com plans pay hike for staff amid competition, Chinese consumption woes report

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The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46) Apple iPhone design chief said to join Jony Ive at new firm. (2:56)

Show Notes
Citi’s top stocks in healthcare
Softbank gets $7.6B worth T-Mobile stock at no extra cost

Episode transcripts seekingalpha.com/wsb.
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Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to close Sunday. (01:16) Amazon Prime (AMZN) getting ads next month, or pay for ad-free streaming. (01:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Coherus BioSciences, Bit Digital
Big buying opportunities in the financial and industrial sectors - analyst
Nio closes $2.2 billion strategic equity investment from CYVN
Best and worst performing big names of 2023

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Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new dominant COVID-19 strain. (2:27)

Show Notes
Citi’s top picks in Tech
Home price growth eases slightly in October: S&P CoreLogic Case-Shiller Index

Episode transcripts seekingalpha.com/wsb.
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AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim Ratcliffe for $1.3B. (01:46) Nano Dimension (NNDM) offers to buy Stratasys (SSYS) for $16.50 a share (update). (02:30)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Gracell Biotechnologies, MBIA and more
Airline profits set to take off in 2024
Intel's future may be turning around. One firm thinks it eventually splits up
Cannabis companies higher after Biden pardons thousands for marijuana offenses

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Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3 major drivers to bonds (3:10). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcast.

Subscribe to Chaim's Fed Trader

Episode transcripts: seekingalpha.com/wsb

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Initial jobless claims edge up to 205,000
Chance For A Market Dip In Early 2024 - Chaim Siegel
Wall Street Lunch: Big Moves In The Bond Market

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Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZeneca (AZN) takeover interest. (02:35) Government opens investigation into frequent flyer programs. (03:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Rocket Lab, NetEase, Nike and more
Nine buy-rated stocks in the Communication Services sector - Citi
Becton, Dickinson in $85M settlement over failure to disclose defects with infusion pumps
DOJ says Ultragenyx to pay $6M to resolve Medicare claims allegations

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