Wall Street Breakfast

The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain.

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

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Wall Street Breakfast on Twitter

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Executives call out rising retail theft hitting profits
Shrinkage Crisis: Target's Financial Battle Against Organized Retail Crime
Target issues soft earnings forecast due to inventory, retail theft impacts

White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

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Wall Street Breakfast on Twitter

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The White House is looking to develop a national AI strategy
Ford recalls over 175,000 vehicles due to seatbelt issue
Abbott, other baby-formula makers see FTC probe over collusion - report

Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11).

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

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Plug Power scores three deals to supply electrolyzers in Europe
Dollar Tree: Higher Store Traffic Levels Is One Potential Catalyst
Farfetch extends post-earnings rally to +36% with U.S. and China businesses clicking
Biden, McCarthy end meeting with no debt-ceiling deal, negotiations will continue
Nasdaq, S&P, Dow end mixed with eyes on debt ceiling talks
Tuesday's economic calendar

Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.

• (0:13) - Ford's (F) Capital Markets Day - bullishness intact
• (4:00) - Glad Ford didn't raise guidance in last earnings call
• (5:20) - Jim Farley as CEO - Why David loves him
• (7:10) - Ford competitors: Tesla, GM and BYD
• (9:30) - What would turn David bearish on Ford?

Show Notes:
Subscribe to David Alton Clark's The Winter Warrior Investor
Follow David Alton Clark on Seeking Alpha
Investing Expert episodes with transcripts

Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

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Wall Street Breakfast Survey
Farfetch Q1 Earnings: Back To Growth Mode
Exxon bought lithium drilling rights in Arkansas - WSJ
Applied Materials, Lowe's added to Jefferies franchise picks list
Volvo bags record order for 1000 electric trucks for Holcim
Debt ceiling crisis: Biden and McCarthy set to meet on Monday
Mediterranean restaurant chain CAVA files for $100M IPO
Nasdaq, S&P, Dow close in the red on debt ceiling standoff concerns, slide in bank stocks
Broadcom acquisition of VMware end date extended until Aug. 26
Monday's Economic calendar

The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.

Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

Show Notes:

Subscribe to The Pragmatic Investor

Subscribe to The Portfolio Architect

Investing Experts with Transcripts

Seeking Alpha Premium and PRO

The Pragmatic Investor Podcast

Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

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Lowe’s Companies, Inc.
The Home Depot, Inc.
Initial jobless claims drop more than expected
Fraud makes Thursday's jobless claims numbers 'literally unbelievable'
Applied Materials, Lowe's added to Jefferies franchise picks list
Tesla meeting: Elon Musk talks rough economy, advertising and new models
Elon Musk is still bound to have Tesla tweets approved by a company attorney

Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).

Our links:
Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

Show links:

How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Leading Indicators slip as expected in April, signaling recession by mid-2023
Veteran focused fixed income ETF is filed with the SEC
Four Corners Property: Buy The Dip On This Restaurant REIT
Sony eyeing partial spinout of financial services group
Friday's Economic Calendar

Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.

Our links:

Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

Show links:

Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence Fuller
PayPal exploring sale of Xoom - report
Snowflake: The AI OpportunityTheranos founder Elizabeth Holmes to begin prison sentence on May 30
Prelude Therapeutics launches proposed public offering of up to $100M
Paramount Global gains amid speculation could become activist target
Thursday's Economic Calendar

Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).

Our links:

Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

Seeking Alpha Premium:
A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

Alpha Picks:
Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

Wall Street Breakfast on Twitter

Show links:

Macro Quarterly Update Q2 2023 With Eric Basmajian
ZoomInfo gains amid activist investor speculation with 13F filing
ZoomInfo: Too Expensive To Consider Now
IRS to roll out pilot program for free tax filing option in 2024
Wednesday's Economic Calendar