Wall Street Breakfast

Published 2024-12-13

More of the same and what can't be ignored

15 min

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More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
GM Drops Out Of The Robotaxi Race. Who Will Win?
CPI 'On The Sticky Side' For November
The Road To Nasdaq 20,000

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Published 2024-12-13

Amazon, Meta back Trump inauguration

6 min

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Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: AVGO, RH, and more
Bank stocks slip after CFPB finalizes overdraft fee rule
Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
Canada considering taxes on commodities exports to US if Trump imposes tariffs: report

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Published 2024-12-12

Watchdog caps bank overdraft fees

8 min

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CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)

Show Notes
10 BofA options overwriting ideas
Red Bull may have won the 2024 energy drink battle

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-12

Big Tech drives Nasdaq rally

5 min

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Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: ADBE, NDSN, and more
Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster

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Published 2024-12-11

Fed cut assured despite stubborn inflation

6 min

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Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39) 

Show Notes
BofA restarts coverage of 11 large-cap biopharmas
Hershey tumbles after Mondelez announces $9B buyback

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-11

GM pumps the brakes on robotaxis

5 min

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General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars

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Published 2024-12-10

McDonald's review bombed after UnitedHealth suspect arrest

6 min

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Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)

Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales

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Published 2024-12-10

Taiwan Semi chips in big gains

6 min

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Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies

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Published 2024-12-09

TikTok appeals for breakup lifeline

5 min

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TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)

Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-09

Google Payment Counters CFPB Oversight with Lawsuit

5 min

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Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY)  set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?

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Published 2024-12-08

CPI on tap with inflation fight looking to last through '25

7 min

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Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)

Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-07

Handling volatility with long-term dividends

3 min

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Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dividendology on YouTube

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Published 2024-12-06

Market drifting higher, punctuated by dramatic tech earnings

15 min

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Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).

Episode transcripts: seekingalpha.com/wsb

Show links: 
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head

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Published 2024-12-06

Lingerie, leggings and beauty wins

6 min

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Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret (VSCO) ups forecast, tops estimates for Q3 results on holiday season boost. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, ULTA, LULU, and more
Bitcoin retreats from $100K, bringing down other crypto, related stocks
Boeing yet to restart 737 Max production after labor strike - report
Classic meme stocks pop on cryptic tweet from Roaring Kitty
OpenAI pushes monetization efforts further with new $200/month plan

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Published 2024-12-05

Airlines climb on upbeat travel trends

6 min

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American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)

Show Notes 
Why you should be checking Reddit again ahead of trading
Here's what Seeking Alpha analysts are saying as Bitcoin trades above $100K

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-05

Bitcoin tops $100K, Trump picks crypto ally

5 min

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Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine assets to form UK's biggest independent oil and gas firm. (01:34) Amazon (AMZN) sued for allegedly excluding D.C. zip codes from Prime delivery benefits. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto stocks, AEO, and more
Meta to build $10B AI data center in Louisiana, to work with Entergy for energy needs
Vodafone UK - Three UK merger gets an all-clear, with conditions from CMA
Hershey suitors have been rebuffed, hard to buy chocolate maker - analyst
Teamsters union files charges against Costco, alleging unfair labour practices

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Published 2024-12-04

UnitedHealth executive shot and killed

6 min

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UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
 
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-04

Political turmoil sends South Korean markets sliding

7 min

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South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters

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Published 2024-12-03

AT&T predicts profit growth acceleration

6 min

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The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48) 

Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-03

Super Micro clears misconduct cloud

6 min

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Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion - report. (01:47) Cheetah Net Supply Chain (CTNT) to acquire TW & EW. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZS, SMCI, and more
Scam? Parody? Sign of a top? Enron relaunches as a crypto play
NATO chief to Trump: Unfavorable Ukraine peace deal would be 'dire threat' to U.S.
Amazon reveals new data center components to improve efficiency
Intel board should consider 'radical change' with new CEO: analysts

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Published 2024-12-02

Intel CEO steps down in surprise move

6 min

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David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)

Show Notes
Most commodity prices to fall in 2025 from current levels

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-02

Tavares exits as Stellantis sales slump

5 min

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Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks

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Published 2024-12-01

Jobs report is make or break for Fed move

5 min

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Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)

Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-29

Black Friday: Online shopping riding high

7 min

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More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)

Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-29

SEC rings the bell on 24X trading

5 min

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Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict

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Published 2024-11-27

Trump's tariff threats, Fed signals moderate pace

10 min

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Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil producers won't 'drill, baby, drill' (5:50). Bitcoin pulls back (7:05). Flurry of retail earnings illustrate challenges (8:40).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Bitcoin drifts down toward $90K; can it hit $100K by year-end?
Trump plans no exemption for crude oil imports in potential tariff plan
Holiday shopping season kicks off with flurry of retail earnings

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Published 2024-11-26

Liquidity is important and private credit is real

9 min

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Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and private credit is real (4:25). Why there's been an increase in interest in BDCs (7:50).

Episode transcripts: seekingalpha.com/wsb

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Trinity Capital Q3 2024 Earnings Call Transcript

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Published 2024-11-26

Gold sinks

5 min

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Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy plan (2:40).

Episode transcripts: seekingalpha.com/wsb

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Gold sinks by most in four years as Israel-Hezbollah ceasefire nears
Trump prepares broad energy plan to boost gas exports - report

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Published 2024-11-25

Holiday-shortened week kicks off on positive note

5 min

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Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold rally pause? (3:45)

Episode transcripts: seekingalpha.com/wsb

Show links: 
JPMorgan updates its U.S. Analyst Focus List
Gold rally may pause, while platinum set to catch up
Nuclear wins as the best alternative energy source

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Published 2024-11-22

Nvidia's big buildup, then a shrug

12 min

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Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing report (6:15). Earnings season takeaways (8:20).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia's results and guidance were exceptional. Wall Street says ignore the noise.
Target is on the outside looking in at the retail trinity of Walmart, Amazon and Costco
Bitcoin flirts with $100K

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Published 2024-11-22

DirecTV drops Dish deal over debt dispute

5 min

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DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit with federal charges for illegal wastewater dumping. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: RDDT, GAP, and more
Instacart heads to the Super Bowl for the first time
Apple working on more conversation Siri, may launch in 2026: report
Will Glicked rival Barbenheimer? Stocks to watch as Wicked, Gladiator II open in theaters

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Published 2024-11-21

Cutting the line? American Airlines says, ‘not today’

6 min

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American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)

Episode transcripts: seekingalpha.com/wsb

Show links: 
Biggest stock movers Thursday: NVDA, PANW, and more
Boeing CEO tells employees aviation giant can't afford another mistake
These private prison stocks have soared on Trump's mass deportation plan
The RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sector

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Published 2024-11-20

Comcast eyes NBCUniversal cable spinoff

7 min

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Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: POWL, KEYS, and more
Adtech firm PubMatic to help Musk's X generate more ad dollars
JPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideas
Biden approves antipersonnel mines for Ukraine to slow Russia's advances - report

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Published 2024-11-19

Bullish trends, financials and infrastructure, Bitcoin break out

12 min

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Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!

Episode transcripts: seekingalpha.com/wsb

Show links: 
Sectors all up YTD, but Financials and Energy were the only up last week
Bitcoin hits all-time high as it surpasses $93,800
Market Misbehavior with David Keller, CMT
The Mindful Investor w/ David Keller, CMT

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Published 2024-11-19

Fate Therapeutics rises on Lupus drug data

5 min

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Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: SMCI, INCY, and more
Nippon Steel makes anti-import promise to win worker support for US Steel deal
No time to chill: Netflix must fix livestreaming before Christmas NFL games or lose face
DOJ to ask judge to push Google to sell Chrome browser - Bloomberg
Apple said to offer $100M investment in Indonesia to reverse iPhone 16 ban

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Published 2024-11-18

Beware juicy yields and ETF expense ratios

7 min

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In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. 

Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). 

Episode transcripts: seekingalpha.com/wsb

Show links: 
Ryne Williams YouTube channel
Dividend Growth Investing YouTube channel

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Published 2024-11-18

Spirit Airlines lands in Chapter 11

5 min

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Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: TSLA, SMCI, and more
Nvidia's Blackwell AI chips overheating in servers: report
Xi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'
Cineworld owners working on plans to return to stock markets: report

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Published 2024-11-17

Here comes the boom: Nvidia

8 min

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Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)

Show Notes
Super Micro Computer to file plan on Monday to remain listed on Nasdaq
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-15

Tesla, crypto and the Trump trade

15 min

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Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combined
Wall Street Brunch: Time To Eye The CPI
Favorable environment for crypto, although with several caution signals

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Published 2024-11-15

Ford hit with $165M fine for recall delay

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NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: AMAT, DPZ, ASTS, and more
Defense, government contractor stocks shot down on sudden worries over Trump Pentagon
FAA sets record for commercial space licenses amid red tape criticism
Vaccine makers close lower amid reports RFK Jr to head HHS (update)

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Published 2024-11-14

Disney makes a splash with guidance

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Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)

Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-14

Amazon unveils ‘Haul’ for Temu, Shein showdown

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Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CSCO, CNH, and more
i-80 Gold cut in half after issuing going concern warning
Exxon to cut nearly 400 Pioneer employees in Texas by 2026
Lilly three-year tirzepatide results show sustained weight loss, diabetes benefits

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Published 2024-11-13

No panic on 'crispy' inflation just yet

5 min

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Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)

Show Notes
Groupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidance
Skyworks sinks on earnings as outlook remains tethered to Apple

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-13

Frontier reportedly drops bid for Spirit

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Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SPOT, RIVN, and more
Elon Musk and Vivek Ramaswamy named to lead Trump's government efficiency efforts
Rivian Automotive and Volkswagen finalize their major EV partnership
SoftBank will be first to receive Nvidia's Blackwell chips to build supercomputer

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Published 2024-11-12

Retail sales bounce back

5 min

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National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)

Show Notes
Is the Magnificent Seven at the end of their magnificent advantage?
Home Depot gains after topping comparable sales expectations

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-12

Southwest Airlines grounds workforce to match capacity

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Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates

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Published 2024-11-11

Nvidia gets a big vote of confidence

4 min

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Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)

Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-11

Crypto stocks mining gains premarket

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Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)

Episode transcripts seekingalpha.com/wsb.

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Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC

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Published 2024-11-10

Traders brace for latest inflation data

6 min

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The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)

Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger

Episode transcripts: seekingalpha.com/wsb
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Published 2024-11-09

It pays to be a bull

8 min

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Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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