Wall Street Breakfast

Published 2024-10-04

Spirit Airlines exploring bankruptcy option - report

5 min

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Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as GLP-1 shortages ease? (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SAVE and SMMT
What Seeking Alpha analysts think about the Tesla robotaxi event
Barnes Group jumps amid report Apollo in talks for $2B takeover
JPMorgan Chase buys stake in Australia's troubled Star Entertainment

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Published 2024-10-03

Nvidia GPU demand is 'insane'

5 min

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CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)

Show Notes 
Crude oil jumps as Biden mentions potential Israeli retaliation on Iran oil assets
The most crowded restaurant stocks

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-03

LEVI loses its stitch, weighs Dockers sale

6 min

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Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'engage' in talks after striking workers' health plan ends. (03:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: LEVI, STLA, and more
Hershey looks for the right recipe to battle high cocoa prices
Nvidia CEO: 'Demand for Blackwell is insane'
OpenAI overtakes SpaceX as most valuable US-based private company

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Published 2024-10-02

Humana tumbles on Medicare numbers

6 min

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Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)

Show Notes
BofA’s top 10 ideas for the fourth quarter
Barclays sees little upside for Super Micro

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-02

‘Just Do It’ falls flat as stock swooshes down

6 min

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Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears of wider war mount, oil continues to gain. (02:14)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NKE, LW, and more
Gold rises to second highest-ever settlement on Middle East escalation fears
CVS Health investor Glenview denies it's pushing to break-up company
U.S. port strike expected to have limited impact on healthcare supply chain: HHS

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Published 2024-10-01

Israel braces for Iran missile attack

6 min

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Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)

Show Notes
Wells Fargo Q4 tactical ideas include TSLA, LVS, ULTA
Boeing looking to raise at least $10B via share sale

Episode transcripts: seekingalpha.com/wsb
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Published 2024-10-01

T-Mobile settles data breach cases with FCC for $31.5M

6 min

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T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is reportedly on the hunt to acquire Siete Foods. (01:59)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Veeva Systems faces increasing competition from Salesforce: Morgan Stanley
Dockworkers go on strike, shutting down ports from Maine to Texas
Federal Reserve's policy rate is not on preset course as it moves toward neutral, Powell says
Tesla, Elon Musk score a win in legal battle over self-driving marketing

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Published 2024-09-30

AT&T exits DirecTV, which buys DISH and Sling

6 min

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TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)

Show Notes
Wall Street institutions share their S&P 500 year-end targets
Core inflation is still 'uncomfortably' above the Fed's goal - Bowman

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-30

East Coast port strike starts Tuesday

6 min

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East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election night. (02:41)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: Chinese stocks, and more
Stocks to watch amid the threat of a major East Coast port strike this week
Israel downgraded by Moody's as war weighs on economy
Economic growth, interest rates to dictate quality factor in stocks, Goldman says

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Published 2024-09-29

Do jobs or profits rule the week?

5 min

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Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)

Show Notes
Earnings Calendar
Stocks with the highest consensus of expected ROE growth

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-27

Bristol-Myers wins FDA nod for novel antipsychotic

5 min

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Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service: Bloomberg. (01:11) Major Trump Media (DJT) shareholder dumps nearly entire stake. (02:18)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Hurricane Helene misses 'most prolific' Gulf of Mexico oil and gas producing areas
U.S. and Intel could close $8.5B chip funding by year-end - report
Intel said to rebuff approach by Arm Holdings for product unit

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Published 2024-09-26

Micron renews AI chip enthusiasm

5 min

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Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold crypto. (3:53)

Show Notes
Buy Tesla call options ahead of two October catalyst events - Goldman
Durable goods orders come in flat in August; core number rises more than forecast

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-26

OpenAI eyes restructure, Murati exits

6 min

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OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most markets. (01:49) Blackstone (BX) to park $13B in AI data center in Britain. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: MU, ARMK, and more
Vistra passes Nvidia to become S&P 500's top gainer this year
Zuckerberg shows off Orion AR glasses, Quest 3s, limited edition Ray-Ban at Meta Connect 2024
Stocks that are set to benefit from either Harris or Trump winning scenarios – Barclays

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Published 2024-09-25

American ISPs targeted by new hacker group

6 min

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China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto sector. (1:50) 

Show Notes
The Top Five short crowded stocks in each sector
The Top Five long crowded stocks in each sector

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-25

Stitch Fix sinks after Q4 sales drop, gloomy outlook

6 min

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Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600. (01:39) Coca-Cola (KO) pulls the plug on Coke Spiced. (02:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: SAP, SFIX, RITM, and more
Goldman's U.S. equities chief sees S&P at 6,000 in 2025, with election a near-term hurdle
Caroline Ellison sentenced to 24 months in prison over FTX collapse
DOJ adds AI risks in guidance to evaluate company compliance programs

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Published 2024-09-24

China acts to jumpstart its economy

6 min

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Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your questions? (4:03)

Show Notes
Stocks that benefit from a softer labor market
Snap taps Google’s Gemini AI for Snapchat's chatbot

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-24

DOJ reportedly to sue Visa over debit card monopoly

6 min

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U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share. (01:24) Boeing (BA) strike: Union refuses to vote on 'final' contract offer this week. (02:00)


Episode transcripts seekingalpha.com/wsb.

Show links: 

Take the Seeking Alpha Sentiment Survey
Biggest stock movers Tuesday: SNOW, LNW, and more
Senate HELP Committee hearing could get heated as Novo Nordisk CEO testifies
Trump threatens Deere with huge tariffs if it moves production to Mexico
Levi Strauss says it may take longer to reach $10B sales target - report

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Published 2024-09-23

Global banks back big nuclear funding

6 min

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International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver? (3:56)

Show Notes
Here’s how S&P 500 sectors perform one year after the Fed launches easing cycles
Monetary policy is still tight after rate cut, neutral rate may have risen: Kashkari

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-23

Apollo said to offer up to $5B investment in Intel

5 min

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Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware - Reuters. (01:16) Samsung (SSNLF), TSMC are said to weigh Middle East megafactories. (02:25)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: INTC and CIEN
Google's emails presented as key evidence in antitrust trial
Elon Musk says SpaceX to launch 5 uncrewed Starships to Mars
Telix to expand its North American manufacturing footprint with acquisition of RLS for $250M

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Published 2024-09-22

Meta Connect 2024 kicks off

7 min

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Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron earnings will grab AI attention. (3:04)

Show Notes
Goldman Sachs’ Rubner: Negative near term
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-20

Nike rallies as new CEO boosts hopes

5 min

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Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America (BAC) stake. (01:55)  Macy's (M) to hire fewer employees for holiday season this year. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: FDX, NKE, and more
OpenAI's possible pursuit of IPO creates unique challenges
J&J said to boost offer to settle baby powder lawsuits to over $8.2B
Disney to stop using Slack as its corporate messaging platform - WSJ

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Published 2024-09-19

Jamie Dimon warns on 'evil axis'

5 min

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J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba unveils 100 open-source AI models. (4:01)

Show Notes
Small cap stocks that could perform best during downturns

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-19

FedEx earnings on deck

6 min

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FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray of shine for Boeing (BA): Chinese aircraft lessor orders 50 737 MAX. (03:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: PLUG, NIO, and more
Reaction Roundup: SA analysts, experts weigh in on Fed's jumbo rate cut
Jamie Dimon: Geopolitical tensions, 'evil axis' countries are top concern
Tesla's upcoming robotaxi event has analysts and investors guessing

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Published 2024-09-18

Fed slashes interest rates by half point

6 min

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Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts this year. (1:31) Lionsgate makes an AI movie production deal with Runway. (4:09)

Show Notes
Federal Reserve sees two more interest-rate cuts by end of 2024, dot plot shows
The 50-bp rate cut is a sign of the Fed's confidence: Powell press conference

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-18

Gulf, East coast port strike looms as talks stall

6 min

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East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to launch $30B AI infrastructure fund. (02:10) Coca-Cola (KO) makes a new alcohol move with a test run of Bacardi rum and coke drinks. (03:08)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: LUNR, CWST, and more
Snap releases latest AR glasses, Spectacles, targeted at developers
EU to impose hefty fines on Meta over classified ads practices - report
United States Steel gains on reports it won an extension for US review of Nippon Steel

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Published 2024-09-17

Intel gets a little groove back

5 min

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The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion buyback. (3:43)

Show Notes
SA Sentiment: Will the Fed cut rates by 50 or 25 basis points?
Small-cap stocks best positioned for further upside

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-17

Tupperware to file bankruptcy - report

6 min

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Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner management. (01:24) UAW files complaint against Stellantis (STLA) for violating terms of 2023 contract. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: INTC and APP
Free speech? TikTok in court to argue against U.S. ban
Intel unveils foundry update, Amazon deal for AI chips; pauses Germany, Poland plants
Boeing’s 2008 strike offers clues on current work stoppage

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Published 2024-09-16

Holiday shopping season kicks off in less than a month

7 min

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Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to make Michelob Ultra the top beer brand. (4:38)

Show Notes
Goldman rebalances its long and short duration stock baskets
Citi cuts estimates on Applied Materials, Lam Research, KLA

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-16

Trump safe after apparent assassination attempt, DJT rises

6 min

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Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants. (01:52) Oracle (ORCL) rally: Larry Ellison briefly overtook Bezos to be world's second-richest person. (02:59) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT, INTC and more
Stock moves reflect downgrade for US economic growth outlook - Goldman
Wall Street is alarmed about weaker consumer-credit trends: WSJ
Boeing strike may drag on, workers have 'most leverage' than ever before - union boss

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Published 2024-09-15

It's interest rate cut time

7 min

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The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to end blackout. (4:30)

Show Notes
Internet stocks with high interest income could see free cash flow drags
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-13

Boeing workers strike after rejecting contract

5 min

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Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy reaches $100M settlement with SEC in HB 6 bribery scandal. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
China to raise retirement age as workforce shrinks, aging population grows
GS strategist says quality small-cap stocks worth a look as the Fed embarks on rate cuts
Noom launches cheaper compounded version of Novo's semaglutide

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Published 2024-09-12

Stellantis car dealers decry 'degradation'

6 min

View

The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's extends its $5 menu. (3:52)

Show Notes
5 reasons why stock market volatility persists
Alaska Air rallies after hiking profit guidance

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

Boeing workers to vote: Deal or strike

6 min

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Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45) BurgerFi International (BFI) files for Chapter 11 bankruptcy protection. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NTGR, OXM, and more
U.S. considering Nvidia chip exports to Saudi Arabia- report
SentinelOne sees increased interest after CrowdStrike incident, CEO says
Fox could shake up the sports betting sector with the activation of its FanDuel stake

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Published 2024-09-11

Markets bracing for smaller rate cut after CPI

6 min

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Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick. (3:39)

Show Notes
UBS updates its ‘election watch’ stocks to match new winning probabilities

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

Microsoft CTO teases next AI leap

5 min

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Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community coffeehouse vibe. (01:30) Apple (AAPL) sends hearing aid stocks lower on AirPods upgrade. (03:05)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: GME, DJT, and more
U.S. accuses Iran of supplying missiles to Russia, West responds with fresh sanctions

Presidential debate recap:
Trump, Harris spar at second U.S. presidential debate
Trade, inflation, healthcare and energy policy among talking points at Harris/Trump debate
Donald Trump says he's 'a big fan' of solar power
Trump win would hit Treasury prices - ING

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Published 2024-09-10

Bank giants face capital hike of 9%

6 min

View

The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed' ad competition. (4:05)

Show Notes
Oppenheimer lists best stock ideas going into the 2024 U.S. elections
Citi screens for mid-cap tech stocks for barbell investment approach with Magnificent 7

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

Taiwan exports notch new record on AI boom

7 min

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Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring plan. (01:41) Uber's (UBER) Khosrowshahi sees significant growth potential in AV, sponsor listing, plans for buybacks. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: ORCL, RBRK, and more
GameStop earnings preview: Do investors want more than retro stores and cash hoarding?
U.S. natural gas slumps as Gulf of Mexico storm seen slamming demand
Apple loses EU court battle over €13 billion Irish tax case
Harris-Trump debate: Plans for the economy in focus

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Published 2024-09-09

Apple unveils AI for new iPhones, watches and AirPods

6 min

View

The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling. (4:58)

Show Notes
Air Canada prepares for shutdown as union talks hit deadlock
Summit stock soars as lung cancer drug beats Merck’s Keytruda in late-stage trial

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

DirecTV accuses Disney of stifling competition in FCC complaint

6 min

View

DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital. (01:20) Panasonic (PCRFF) set to make next-gen EV cells at Japan plant - report. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BIG, PLTR, and more
Google vs. DOJ: Second antitrust showdown to begin, this time over advertising
OnlyFans creators made $5.32B in 2023
Janet Yellen says recent data points to soft landing for U.S. economy

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Published 2024-09-08

The iPhone enters the AI era

9 min

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Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)

Show Notes
50 stocks to invest during the bull steepening – Part 1
50 stocks to invest during the bull steepening – Part 2
Elon Musk’s AI startup is said to discuss revenue sharing with Tesla
Earnings calendar

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-06

7-Eleven rejects $39B Circle K offer

5 min

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7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans 30% cut to 2026 global EV output - report. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: AVGO, PATH, and more
Red Lobster survives bankruptcy with 544 locations still operating
Tech mogul Larry Ellison to take control of Paramount after Skydance deal closes
September’s rocky start isn’t necessarily a harbinger for the rest of 2024, BMO says

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Published 2024-09-05

Verizon buys Frontier for $20 billion

6 min

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Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers rally on Neo results. (2:36)

Show Notes
BofA’s global contenders and defenders list
Tesla plans full self-driving rollout in China and Europe by Q1 2025
ISM Services stays strong in August, topping consensus

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-05

Topgolf, Callaway to go solo

6 min

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Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand - report.  (01:14) Jeep (STLA) to cut production of Wranglers and Grand Cherokees - report. (02:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: FTV, CHPT, AI, and more
Tesla plans full self-driving rollout in China and Europe by Q1 2025
Qualcomm said to be working with Samsung, Google on mixed reality smart glasses
US Steel plunges on reports Biden preparing to block Nippon Steel deal (update)

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Published 2024-09-04

Layoffs put a bigger Fed cut back in play

5 min

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Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family makes offer for namesake chain. (3:55)

Show Notes
35 green energy stocks for a new era of profitability
Dollar Tree tumbles after weak guidance
Google expected to appear next week for antitrust trial related to ad business practices

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-04

Nippon Steel assures US Steel to remain American

6 min

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US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock underperformance. (01:44) DEI pullback: Molson Coors drops diversity policies. (02:51)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NVDA, ZS, and more
Airbnb urges NYC officials to overturn laws restricting short-term rentals
Musk's Starlink says it is complying with Brazil's order to block X
Justice Department to drop censorship efforts against social media
Which stock could replace Intel in the Dow as INTC shares slump?

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Published 2024-09-03

Super Micro CEO speaks out

5 min

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CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. (4:29)

Show Notes
JPMorgan cut to Hold, BofA and Wells Fargo raised to Buy at Deutsche Bank
Novo Nordisk warns of continued Ozempic shortage in Q4

Episode transcripts: seekingalpha.com/wsb
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Published 2024-09-03

Brazil takes aim at Starlink over X dispute

5 min

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Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General Motors (GM) Ecuador factory to shut shop - report. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: U, BA, and more
Kamala Harris says US Steel should remain independent (update)
Huawei to unveil new phone hours after Apple's marquee event for iPhone in September - report
Activist Elliott crosses threshold to call for Southwest Airlines special meeting - Reuters

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Published 2024-09-01

Labor Day week all about jobs

8 min

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A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil. (5:09) 

Show Notes
Heavily shorted stocks are not always in distress
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2024-08-30

Intel Mulls Foundry Split - Report

6 min

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Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch satellite messaging service. (03:03)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: LULU, DELL, ULTA, and more
Dogecoin lawsuit: Elon Musk, Tesla win dismissal - report
Ulta Beauty stock takes an ugly turn after results and forecast miss
J.P. Morgan outlines how 12 asset classes perform depending on why the Fed cuts rates

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Published 2024-08-29

Is Apple the new AI torchbearer?

7 min

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Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)

Show Notes
Markets minted more 401(K) millionaires in Q2, marking new high
Chinese media issues warning on 'irrational' iron ore spike

Episode transcripts: seekingalpha.com/wsb
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