Wall Street Breakfast

Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.

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Wall Street Breakfast
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Wall Street Breakfast on Twitter

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Stocks to Watch

Catalyst Watch

Disney Earnings Preview

Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34)

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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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Post-Fed the new market buzzword is SLOOS - here's what to know
U.S. economy adds 253K jobs in April, unemployment drops to 3.4%
Earnings Calendar
The Walt Disney Company: Buckle Up For Big News
Hollywood writers strike for first time since 2007, with streaming in focus
Regional bank fears? Watch this key variable
Entertainment stocks slide with Paramount serving as anchor

Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).

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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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Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?
FDIC set to propose assessment on larger banks to replenish insurance fund - report
J&J spinout Kenvue shares climb 22% following $3.8B upsized IPO (update)
Apple Q2: Another Solid Beat
Apple Fiscal Q2 Earnings: Not Good Enough
What happened during the White House meeting on artificial intelligence?

Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).

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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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Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M deal
Apollo-led group nears acquisition of Arconic for $30 a share - WSJ
J&J talc bankruptcy judge pushes both sides into settlement talks
Icahn Enterprises falls for second day amid short call; Icahn net worth dropped $3B on Tuesday (update)
United Airlines outlines aims to hire 50,000 workers by close of 2025
Mike Fay Investing Group leader of BlockChain Reaction
PacWest Bancorp Plummets On Renewed Solvency Concerns

Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37).

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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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The Fed Is Set To Tighten The Screws Further On The Economy
CVS Health closes acquisition of Oak Street Health
Revlon emerges from Chapter 11 protection
Biden said to be close to nominating Fed vice chair and governor
White House calls a meeting of tech CEOs for AI safety measures
Is the debt ceiling constitutional and has the U.S. ever defaulted?

U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27).

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am 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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FDIC proposes changes to deposit insurance system in wake of bank failures
How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel
Hollywood writers strike for first time since 2007, with streaming in focus

First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).

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Wall Street Breakfast:
Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am 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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Iveric Bio: ACP Advances As GATHER Results Continue To Impress
Arm confidentially files for U.S. initial public offering
Nornickel board recommends no dividend for first time since 2009
Will Apple, AMD earnings continue tech's 'so far, so good' results?
Charlie Munger sounds warning on U.S. commercial property market
Catalyst watch: FOMC, Apple earnings, Kenvue IPO and jobs report are on tap

JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.

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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

Show Notes:

JD Henning's Value & Momentum Breakouts Investing Group

Tracking Flows Of Smart Money With JD Henning (Value And Momentum Breakouts)

Chaim Siegel's Fed Trader Investing Group

How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim Siegel

Seeking Alpha Investing Groups

Seeking Alpha Premium and PRO

Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.

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:

Stocks to Watch

Earnings Week Ahead

Catalyst Watch

Quick Dividend Stock Picks

Apple’s Q2 Preview

Kenvue IPO Update

Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09).

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:

Samsung, Apple lead another weak smartphone quarter
Starbucks traffic on uptrend in 2023, analyses indicate
U.S. Q1 GDP growth of 1.1% slows more than expected
Should the Fed surprise the markets with a strategic pause?
Meta shares surge as ad sales, outlook show strength