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Wall Street Breakfast

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

Episodes

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Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.

Show links: 
Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut

Episode transcripts: seekingalpha.com/wsb

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Extract Knowledge
Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) 

Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months

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Extract Knowledge
Published 2024-11-07

Airbnb earnings on deck

7 min
View
Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: QCOM, MELI, and more
MSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalance
Fed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfolds
Trump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO says

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Extract Knowledge
Published 2024-11-06

Wall Street's election winners and losers

6 min
View
Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)

Show Notes
Super Micro Computer down 25%, giving up its entire AI rally
Incumbent party loses three-straight presidencies for the first time in 120 years

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Extract Knowledge
Published 2024-11-06

Trump wins presidential election

5 min
View
Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: DJT, SMCI, and more
Dave faces FTC complaint alleging deceptive practices toward consumers
Nvidia retakes world’s most-valuable company title from Apple as market cap climbs
Hawaiian Electric completes $2B settlement on deadly Maui fire

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So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)

Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down

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Extract Knowledge
Published 2024-11-05

Debt weighs on voters on Election Day

5 min
View
SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools

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Extract Knowledge
Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47) 

Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets

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Extract Knowledge
Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more

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Extract Knowledge
Published 2024-11-03

Election Day anticipation

5 min
View
How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)

Show Notes
Here's how to invest for a Trump or Harris presidency

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Extract Knowledge
Published 2024-11-01

Boeing aims to land union deal…again

5 min
View
Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters

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Extract Knowledge
Published 2024-10-31

Stocks get a Halloween tech scare

6 min
View
Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)

Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO

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Extract Knowledge
Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress

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Extract Knowledge
Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)

Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

Episode transcripts: seekingalpha.com/wsb
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Extract Knowledge
Published 2024-10-30

Reddit gets an upvote from investors

5 min
View
Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GOOG, SNAP, and more
Colonial Pipeline considers options including potential $10B-plus sale - Bloomberg
Ukraine, Russia said to be in talks over halting attacks on energy infrastructure
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week

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Extract Knowledge
Published 2024-10-29

Softbank CEO says Nvidia is undervalued

6 min
View
Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)

Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses

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Extract Knowledge
Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg

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Extract Knowledge
Published 2024-10-28

Robinhood rolls out election betting

4 min
View
Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)

Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering

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Extract Knowledge
Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report

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Extract Knowledge
Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)

Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup 

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Extract Knowledge
Published 2024-10-25

Capri tanks on blocked Tapestry deal

4 min
View
Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala

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Extract Knowledge
Published 2024-10-24

Labor market keeps defying the doomsayers

6 min
View
Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)

Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher

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Extract Knowledge
Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total

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Extract Knowledge
Published 2024-10-23

Boeing loses $6 billion

5 min
View
Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)

Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise

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Extract Knowledge
What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline

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Extract Knowledge
Published 2024-10-22

Smoking and driving get earnings applause

6 min
View
Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)

Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service

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Extract Knowledge
Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA

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Extract Knowledge
With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)

Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network

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Extract Knowledge
AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit

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Extract Knowledge
Published 2024-10-20

Here come Tesla earnings

6 min
View
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56) 

Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar

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Extract Knowledge
Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate

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Extract Knowledge
The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)

Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut

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Extract Knowledge
Published 2024-10-17

Expedia gains on Uber takeover report

5 min
View
Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags

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Extract Knowledge
Published 2024-10-16

Is Tesla bailing out of bitcoin?

6 min
View
The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback. (3:05)

Show Notes
GameStop becomes an authorized dealer of sports and hobby trading cards
Amazon signs deals to invest in small nuclear reactors to power AI
British American Tobacco plans to sell synthetic nicotine pouches in U.S.

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Extract Knowledge
Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic partnership. (01:47) Meta Platforms (META) must face lawsuits saying it profited from youth social media addiction. (02:40)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, JBHT, and more
Short sellers boost bets against technology stocks in September
Qualcomm expected to wait until after US election to make Intel decision - Bloomberg
Stellantis sees 20% Y/Y drop in Q3 shipments

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Extract Knowledge
Published 2024-10-15

ASML oops slams chip stocks

6 min
View
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200 stores. (3:10)

Show Notes
Bullish software stocks you shouldn’t sleep on
Medical Properties Trust investigation findings refute short seller allegations

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Extract Knowledge
Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon - Reuters. (01:22) Acting Labor Secretary visits Seattle in bid to end strike at Boeing. (01:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ERIC, DJT, and more
Odds rising that Saudi Arabia may 'open floodgates' on oil production - report
California governor signs law aimed at preventing spiking gas prices
S&P Global warns the auto industry has a tough road ahead

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Extract Knowledge
Published 2024-10-14

Apple, Nvidia get research love

5 min
View
Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event? (3:01)

Show Notes
OPEC lowers global oil demand growth outlook for third-straight month
Three U.S. professors win Nobel Prize for economics

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Extract Knowledge
Published 2024-10-14

SpaceX completes historic Starship flight

5 min
View
SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to Oaktree Capital for $400M in cash, stock: WSJ. (01:58) Biggest stock movers Monday: RILY, SIRI, and more. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China unveils highly-anticipated fiscal stimulus plan but fails to deliver stimulus specifics
JPMorgan's Jamie Dimon, analysts exchange words on 2025 NII outlook
Wall Street's bull run celebrates second birthday: A look at major assets & their returns

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Extract Knowledge
Published 2024-10-13

Netflix in spotlight as earnings rev up

6 min
View
Netflix's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more SiriusXM. (3:47)

Show Notes
Long high-end spending and short low-end spending
Earnings Calendar
Dividend Roundup

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Extract Knowledge
Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale. (02:01) Disney (DIS), Comcast (CMCSA), and SeaWorld (PRKS) to reopen Florida theme parks after Hurricane Milton landfall. (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: TSLA, AEHR, and more
Boeing accuses union of bad faith bargaining, misleading public
Why is Wall Street shrugging off geopolitical risk and powering to new highs?
AMD dips after unveiling new AI chip, CPU at showcase event

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Extract Knowledge
Published 2024-10-10

Inflation stubborn as jobs wobble

6 min
View
The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on streaming. (4:25)

Show Notes
Winners and losers from Piper Sandler's latest survey of teenagers
Pfizer ex-CEO and CFO exit Starboard activist campaign

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Extract Knowledge
Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm HPS. (01:41) OpenAI (MSFT) projections suggest no profits until 2029: report. (02:26)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Texas Instruments, Infineon added as new Nvidia suppliers: analyst
Costco reports 9% increase in September net sales and comp sales
Peter Todd denies claims of being bitcoin's mysterious creator - reports

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Extract Knowledge
Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get cut to junk. (2:09)

Show Notes
Taiwan Semi's September revenue surges
Apple's global PC shipments tumble, Lenovo leads

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-09

DOJ weighs Google breakup

6 min
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U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45) The Las Vegas Strip says goodbye to the iconic Tropicana property tonight. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: Arcadium Lithium, Chinese stock names
Hurricane Milton nears Florida as people rush to evacuate, companies halt operations
Warren Buffett's Bank of America selling spree surpasses $10 billion mark
GM sees EV's achieving profitability by Q4, no plans to scale back in China
Rio Tinto to acquire Arcadium Lithium for $6.7B in all-cash deal

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Published 2024-10-08

McDonald's takes on 'conspiracy' of beef

5 min
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McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)

Show Notes
End of Lilly obesity drug shortage leads to lawsuit
China balks at major stimulus

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-08

Samsung warns of Q3 profit hit

6 min
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Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is building world's largest Nvidia 'superchip' factory. (03:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Chinese stocks, and more
China announces special bond to support economy, no major stimulus
ADT announces 'unauthorized activity on the company’s network'
Vodafone, Google deepens AI ties in billion-dollar-plus deal across Europe, Africa

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The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)

Show Notes
Yield curve inverts again
Hedge funds pile into healthcare stocks amid dip
Wells Fargo cuts Amazon as headwinds pressure OI, margins

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-07

Starboard takes $1B stake in Pfizer

5 min
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Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brutal reviews. (01:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PFE and ALTM
Regeneron co-founder warns of harms from weight-loss drugs: FT
BP said to eye raising oil production as it scales back clean energy strategy
TotalEnergies to acquire 50% stake in North Sea wind projects

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Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)

Show Notes
Goldman raises 12-month S&P 500 target to 6,300, lifts 2025 EPS growth view to 11%
Wynn Resorts granted UAE’s first commercial gaming license
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
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