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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.

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Published 2024-08-29

Yelp hits Google with search monopoly lawsuit

6 min
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Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting capabilities with the acquisition of Simplebet. (01:54) GameStop (GME) pivots to retro stores as it looks to cash in on gaming nostalgia. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NVDA, CRM, AFRM, and more
Nippon Steel offers additional $1.3B spending on US Steel plants
Senator Rick Scott questions Intel CEO on job cut despite $20B grants - report
Markets minted more 401(K) millionaires in Q2, marking new high

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Published 2024-08-28

XPeng unveils mass-market EV

6 min
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XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM, Samsung SDI (SSNLF) ink deal for $3.5B EV battery plant in Indiana. (03:01)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: ELF, AMBA, and more
FDA approves Illumina's TruSight Oncology biomarker test
Warren Buffett's Berkshire Hathaway may soon join the $1T club
NFL greenlights private equity stakes in teams for the first time

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Published 2024-08-27

Musk backs AI safety bill

4 min
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Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for cannabis reclassification. (3:26)

Show Notes
Coca-Cola is called a top pick at Morgan Stanley
Nvidia could see more than 9% upside on its reporting day

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Published 2024-08-27

Bronfman Bows Out

5 min
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Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19) Campbell (CPB) sells its popcorn business to snack company Our Home. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, TCOM, and more
Meta's Mark Zuckerberg regrets bowing to White House pressure to censor COVID content
Ark Invest says Tesla is the robotaxi leader despite the early start by Waymo and Baidu
Albertsons may have to sell itself, close stores, cut jobs if it can't merge with Kroger

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Published 2024-08-26

Southwest showdown

5 min
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Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)

Show Notes
Stocks most loved and shunned by hedge and mutual funds
Telegram backs CEO Pavel Durov as his arrest prompts online backlash

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Published 2024-08-26

Kroger, Albertsons $25B deal in court

6 min
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Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA) Starliner. (01:43) Earnings preview: Nordstrom (JWN). (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SIRI, XPEV, and more
Oil prices on watch as Israel, Hezbollah strikes fuel fears of wider Mideast conflict
This sector is seen as being the most impacted by the 2024 U.S. election
Telegram backs CEO Pavel Durov as his arrest prompts online backlash
Canada labor board orders rail employees back to work, imposes binding arbitration

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Published 2024-08-25

Nvidia earnings will dictate the week

7 min
View
AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36) Telegram founder arrested. (4:23)

Show Notes
Nvidia earnings previews
‘Bottom-fishing’ ideas within Piper Sandler’s universe of stocks
Earnings calendar

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Published 2024-08-23

Fed's Powell signals the start of rate cuts

2 min
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Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points of rate cuts this year. (1:23)

Show Notes
A brief history of Jerome Powell's past Jackson Hole speeches

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Published 2024-08-23

All eyes on Powell in Jackson Hole

5 min
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Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous rides. (2:55)

Show Notes
Skydance urges Paramount to end negotiations with Edgar Bronfman
Canada government orders railroads into arbitration over labor contract
Altria raises dividend by 4.1%

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Published 2024-08-22

Want a foldable MacBook? Could be a long wait

5 min
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Analyst says production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case of new strain of mpox. (2:08)

Show Notes
Morgan Stanley’s 20 Top Stock Picks
Lionsgate apologizes for fake film critic quotes in the Megalopolis trailer
Snowflake falls after 'good, but perhaps not enough' Q2 results

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Published 2024-08-22

Canada rail shutdown, U.S. trade at risk

6 min
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Canada rail (CP) (CNI) shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (02:30) Disney (DIS) picks Morgan Stanley's Gorman to head Iger succession committee. (03:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SNOW, ZM and more
Several FOMC members saw a case for cutting at July meeting: Fed minutes
Goldman Sachs sees 818K downward revision in payroll gains as ‘exaggerated’
Halliburton hit by cyberattack, impact not yet determined - Reuters

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Published 2024-08-21

'Black Myth: Wukong' makes video game history

6 min
View
First-person game sees 2.2M concurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quarterly comps. (2:45)

Show Notes
Oppenheimer’s top 32 ideas for August-September
Warner Bros. eyes spending $8.5B on Las Vegas film studio if tax credit bill passes

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Published 2024-08-21

Walmart exits JD.com

6 min
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Walmart (WMT) exits JD.com (JD) to focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Microchip Technology (MCHP) suffers cyberattack, shuts down some systems, stock slips. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: JD, KEYS, and more
Oppenheimer’s top 32 ideas for August-September
Pot meet kettle: SHEIN sues Temu for selling counterfeit products, copyright infringement
Fed's Bowman says she remains wary of future rate cuts

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Published 2024-08-20

Mpox not next COVID, WHO official says

5 min
View
WHO's Europe regional director says authorities are aware how to control spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout the worst finance deal for banks since crisis. (3:02)

Show Notes
S&P 500 buy and sell ideas for each of the sectors
Edgar Bronfman has reportedly raised $5.5B to bid for Paramount

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Published 2024-08-20

Boeing grounds test fleet

5 min
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Boeing (BA) grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) Workhorse (WKHS) raises doubts about ability to continue as going concern. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PANW, FN, and more
Evercore sees Powell signaling openness to 50bp rate cut in Jackson Hole speech
Trump would consider ending EV tax credit, naming Elon Musk as adviser - report
Kamala Harris to propose raising corporate tax rate to 28% - report
Gold price ekes out new record high; some analysts predict short-term pullback

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Published 2024-08-19

GM cutting salaried tech workers

5 min
View
Layoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Goldman says market is full of RINO stocks. (3:50)

Show Notes
AMD to acquire ZT Systems in $4.9B deal to boost data center AI systems capabilities
Estée Lauder CEO Fabrizio Freda announces intention to retire

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Published 2024-08-19

BYD becomes Pakistan's first major NEV player

5 min
View
China's BYD (BYDDF) to set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (01:18) ‘Alien: Romulus’ (DIS) leads box-office sales with domestic premiere. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: FUBO, EBS, and more
Evercore ISI screens banks likely to fare better when the Fed cuts rates
China stops releasing real-time foreign fund flow data
Wall Street Breakfast: Better For Sellers

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Published 2024-08-18

Market hoping for solid Fed signals at Jackson Hole

8 min
View
Jay Powell will speak Friday with markets looking for September cut. (0:18)  High expectations for Target earnings. (4:51) X shuts down in Brazil. (5:54)

Show Notes
Goldman Sachs lowers U.S. recession risk on strong economic data
Earnings Calendar

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Published 2024-08-16

Stellantis hit with shareholder suit over earnings drop

5 min
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Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - report.  (01:35) Kroger (KR) pledges $1B in cuts to grocery items if it can complete Albertsons (ACI) deal - report. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: HRB, AMAT, and more
Piper Sandler spotlights key technical levels for GOOGL, NFLX, CRWD, OKTA, and others
PepsiCo could be sued for misleading consumers on Gatorade protein bars - report
Pershing Square doesn't expect Chipotle to miss a step with CEO's departure

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Published 2024-08-15

Retail to the rescue

7 min
View
Retail sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out. (4:49)

Show Notes
The 'battleground' stocks shorted by hedge funds, owned by many long-onlys
Alibaba posts mixed quarterly results

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Published 2024-08-15

Softbank, Intel AI chip talks fizzle

5 min
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SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—CrowdTangle despite pleas. (01:28) Serve Robotics (SERV) and Shake Shack (SHAK) roll out autonomous robot delivery via Uber Eats (UBER). (02:19)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: CSCO, NKE, and more
Crypto bill can be passed this year, Schumer says, as Democrats woo industry
Google says: Iranian group trying to access Biden-Trump campaign emails
Warren Buffett's Berkshire Hathaway's Q2 adds Ulta, sheds Snowflake, others
The 'battleground' stocks shorted by hedge funds but owned by many long-only portfolios

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Published 2024-08-14

CPI sparks shelter inflation concern

6 min
View
Retail inflation keeps declining, but rents prove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offsides. (3:58)

Show Notes
Victoria’s Secret stock soars on prelim earnings beat, new CEO
Nvidia, Coherent, Marvell, Apple supply chain updates

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Published 2024-08-14

Mars reportedly nabs Kellanova for $30B

5 min
View
Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:15) GRAIL (GRAL) to focus on multi-cancer early detection; cuts workforce by 30%. (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NU, K, and more
July CPI in focus but keep watch on retail sales as growth risks stalk markets: Goldman
Automakers lowered U.S. vehicle prices again in July and raised incentives
Justice Dept. considers push to break up Google: Bloomberg

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Published 2024-08-13

Starbucks poaches Chipotle CEO

6 min
View
Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian Holdings deal. (4:12)

Show Notes
BofA’s Fund Manager Survey: Recession fears rise
Home Depot points to weak consumer spending trends

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Published 2024-08-13

CXApp surges on Google Cloud deal

5 min
View
CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in price wars. (01:10) J&J (JNJ) makes headway in settling talc baby powder litigation: reports. (01:58)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RUM, DELL, and more
Semiconductors could start recovering in October, BofA says
NASA watchdog hits Boeing on quality control problems with Space Launch System
Oxy Petroleum says CrownRock Holdings launches sale of 29.6M shares

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Published 2024-08-12

Are Magnificent 7 stocks now a hedge?

5 min
View
After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)

Show Notes
74 S&P 500 stocks that can beat the cash yield
Stock market to stay choppy near term after historic volatility shock

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Published 2024-08-12

EV fires may spark new rules in South Korea

5 min
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EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'Deadpool & Wolverine' (DIS) surpasses $1B worldwide. (01:53) NBCUniversal (CMCSA) publishes impressive numbers as Olympics come to a close. (02:27)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: ESPR and HUMA
Tesla pivots to pricier Cybertrucks; halts orders for cheapest version
Earnings Week Ahead: Walmart, Home Depot, Alibaba, Cisco and more
Einhorn's Greenlight says it won't matter who wins the US election for markets
Goldman screens for post-selloff stocks with healthy fundamentals at a discount

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Published 2024-08-11

Spotlight swings back to inflation with CPI

10 min
View
A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions. (6:50) 

Show Notes
42 high-quality, low beta stocks to better ‘sleep at night'
Chinese robotaxi operator WeRide seeks up to $5B U.S. IPO
Fed Governor Bowman cautions against 'overreacting'

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Published 2024-08-09

Paramount gains with U.S. workforce cut

5 min
View
Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip demand. (01:21) Amazon (AMZN) to let TikTok (BDNCE) users shop select products without leaving the video app - report. (02:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, TTD, and more
Donald Trump thinks the president should have a say on monetary policy - report
Richmond Fed's Barkin says hiring is slowing, but layoffs still remain low
Delta warns of $380M revenue hit from CrowdStrike outage

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Published 2024-08-08

Intel sued: Shareholders claim cover-up

5 min
View
Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COST) to scan membership cards at store entrances to deter non-members. (02:30)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: WBD, MNST, and more
Monster Beverage falls after cautious guidance, reversal in alcohol sales
Airbnb losses accelerate as market continues to digest soft outlook for travel
Citi spotlights 33 stocks in what it calls its ‘post pullback shopping list’

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Published 2024-08-07

Household debt increases in Q2

5 min
View
Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as running mate. (01:43) Hyundai (HYMTF) to invest $28M in Thailand for EV assembly and batteries. (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock today: SMCI, LUMN, and more
Microsoft says Delta declined 'repeated' assistance after CrowdStrike-linked outage
NBA's telecast deal with Amazon has 'several provisions' Warner couldn't match - WSJ
Fed emergency rate cut? Pantheon Macro, BofA, and Goldman CEO don't think so
Disney hikes prices for Disney+, Hulu and ESPN+ plans in U.S.

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Published 2024-08-06

Google loses antitrust case over search

5 min
View
Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott files 13D filing. (01:18) SunPower (SPWR) files for bankruptcy, enters stalking horse asset purchase deal with Complete Solaria (CSLR). (01:59)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PLTR, LCID, and more
Market Opportunity In Today's Uncertain Market
Warner Bros. Discovery wants to avoid break-up of company - report
Jefferies thinks Netflix might raise prices by year end helped by 'impressive content slate'
FDA indicates Lilly, Novo weight-loss drug shortages easing

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Published 2024-08-05

Mars nearing deal to acquire Kellanova

6 min
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Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevron (CVX) moving to Texas, says California policies discourage investment and hurt consumers. (01:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Selloff rocks the globe as markets start the week in panic mode
Earnings week ahead: Disney, Duke Energy, Palantir, Shopify, Uber and more
Buffett's Berkshire Hathaway cuts massive Apple stake by nearly 50% in Q2
Blame game: CrowdStrike hits back at Delta Air Lines over litigation threat

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Published 2024-08-04

Sentiment leads the market; the Fed follows

11 min
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The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024 in DXY, then a multi-year rally. Will emerging markets outperform S&P? (1:40) Investing in an election year (5:15). Why it's time to get out of dividend plays (7:15).This is an abridged conversation from a recent Investing Experts podcast.

Episode transcripts: seekingalpha.com/wsb

Show links: 
How To Make Better Decisions In Any Financial Market
Fed Chair Powell’s message was what the markets ‘wanted and needed to hear’ 
The 20+ Year US Treasury is up for 7 days straight

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Published 2024-08-02

Intel dives on weak results, guidance

6 min
View
Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despite lower costs for retailers. (02:17) Eli Lilly (LLY) CEO says weight loss drug shortage is ending. (03:31)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: AMZN, INTC, and more
Snap dives 23% on narrow revenue miss, light earnings outlook
Uranium stocks plummet as world's top producer hikes production outlook
NFL's $4.7B verdict in Sunday Ticket case tossed out by judge
Warren Buffett's Berkshire sells more Bank of America stock

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Published 2024-08-01

Global easing gains steam as Bank of England cuts

7 min
View
The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure risk. (5:40)

Show Notes
Continuing jobless claims highest since November 2021
Arm Holdings sinks as Wall Street defends after Q1 results, guidance

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Published 2024-08-01

Applied Materials reportedly denied government funding

7 min
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Applied Materials (AMAT) said to be denied CHIPS Act funding for $4B research center. (00:24) Meta earnings call: Better spending on AI now, rather than too late. (01:37) Delta Air Lines (DAL) CEO sees $500M hit from CrowdStrike-Microsoft (CRWD) (MSFT) outage. (02:42)

Episode transcripts seekingalpha.com/wsb.
Show links: 
Biggest stock movers today: META, TDOC, and more
Nancy Pelosi buys more Nvidia, sells Microsoft
Russell 2000 rise: Top 5 best, worst performers during July's rally in small-cap stocks
Gundlach says Fed should’ve cut rates in July, sees room for reduction of 150bps

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Published 2024-07-31

Fed dual mandate officially back

6 min
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The Federal Reserve keeps rates unchanged, brings more focus to jobs market. (0:14) Fed chief Jay Powell says September cut is on the table. (0:50) Stocks rally, led by the Nasdaq. (1:52)

Show Notes
Favorite high-yield dividend stocks - BMO
Boeing names Kelly Ortberg as next chief executive

Episode transcripts: seekingalpha.com/wsb
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Published 2024-07-31

Meta settles Texas lawsuit for $1.4B

6 min
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Meta to pay $1.4B for Texas biometric lawsuit settlement. (00:31) Flight refunds: Pete Buttigieg urges airline CEOs to comply with new law. (01:31) DOJ files complaint against Norfolk Southern for not ceding freight traffic to passenger trains. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: AMD, ASML, and more
Only one Mag 7 name is in the top 20 S&P 500 YTD performers
Microsoft stock dips amid service outage led by "unexpected usage spike"
GSK shingles vaccine cuts dementia risk

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Published 2024-07-30

Meta to let users create custom AI chatbots

5 min
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The company will unveil a new tool called AI Studio. (0:16) 'Deadpool & Wolverine' sets a box office record. (3:24) BofA says AI hype days are over. (4:32)

Show Notes
Procter & Gamble falls after organic sales miss expectations
PayPal boosts 2024 earnings and buyback guidance after strong Q2 beat.

Episode transcripts: seekingalpha.com/wsb
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Published 2024-07-30

U.S. debt tops $35T

5 min
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U.S. national debt exceeds $35T for the first time ever. (00:23) J.M. Smucker exploring sale of Voortman cookie brand - Reuters. (01:21) Delta hires law firm following CrowdStrike software outage - report. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: TLRY, CRWD, and more
Biden administration continues refilling oil emergency reserve, needs funds to buy more
Robotaxi jolt: Tesla autonomous driving test goes poorly for Truist Securities
Nvidia begins ushering in next wave of AI - physical AI: SIGGRAPH 2024
McDonald's trades higher after saying its $5 Meal Deal is seeing some traction

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Published 2024-07-29

Trump unveils vision to make U.S. ‘crypto capital’, ‘bitcoin superpower’

5 min
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Trump lays out plan to turn U.S. into a 'crypto capital' and 'bitcoin superpower'. (00:25) Apple Intelligence won't debut with initial iOS 18 launch - report. (01:13) Mitsubishi Motors is said to join Honda-Nissan alliance. (02:21)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PBI, PHG, and more
Earnings week ahead: MSFT, AMZN, AAPL, META, PFE, MCD, SBUX, XOM, CVX and more
The Paris Olympics are expected to provide sportsbooks with a major boost
Microsoft's LinkedIn to settle lawsuit by advertisers alleging overcharges - report

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Published 2024-07-26

2024 Olympics: Game on!

6 min
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Here come the 2024 Olympic Games: Faster, Higher, Stronger and Debt. (00:25) OpenAI (MSFT) begins testing AI-powered search; GOOG slips. (01:34) Southwest Airlines (LUV) ditches open seating model to offer assigned seats in major policy shift. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: DXCM, COUR, and more
Bitcoin 2024: Trump set to woo crypto industry
Barack and Michelle Obama endorse Kamala Harris for president
Nvidia dethrones Tesla on IBKR's most-active list, CrowdStrike in at third after outage
Lululemon downgraded as athleisure falling out of favor, Breezethrough leggings pulled

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Published 2024-07-25

Economic growth ramps up in Q2

5 min
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GDP topped expectations, rising 2.8% with less pricing pressure. (0:16) Durable goods orders plunge, driven by aircraft. (1:26) Viking Therapeutics soars with late-stage move for obesity drug. (3:35)  

Show Notes
Tech sell-off likely to be 'short-lived' as AI, cloud helps power earnings
The correction happening in stocks is 'far from over'

Episode transcripts: seekingalpha.com/wsb
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Published 2024-07-25

Boeing pleads guilty in 737 MAX case

6 min
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Boeing (BA) formally files guilty plea in 737 MAX case. (00:25) Ford (F) profitability skids on higher warranty costs, EV losses. (01:17) NBA rejects Warner Bros. Discovery (WBD) on deal, to go with Amazon (AMZN). (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: F, CMG, and more
The correction happening in stocks is 'far from over,' IBKR says
Warehouse REIT Lineage prices IPO near high end of range in year's biggest debut - report
Succession feud: Rupert Murdoch moves to ensure media empire's conservative stance

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Published 2024-07-24

Investors cashing in their chips

4 min
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Semiconductor stocks lead another tumble in the Nasdaq. (0:16) AT&T bucks the trend post-earnings. (2:08) Bill Dudley calls for Fed cut next week. (2:48)

Show Notes
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps

Episode transcripts: seekingalpha.com/wsb
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Published 2024-07-24

Ether ETFs dip on first day

5 min
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Spot ether ETFs close out first trading day lower as ether price slips. (00:27) Tesla (TSLA) earnings call: Elon Musk talks robotaxi delay, energy upside, discounting downside, and calls out Nvidia. (02:03) CrowdStrike (CRWD) blames bug in content update for global Windows meltdown. (02:48)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: TSLA, V, DB, and more
Apple dabbles with foldable iPhone, eyes possible 2026 release: reports
Alphabet beats as search, Cloud come through and profit jumps
Watch this $70B ETF to gauge if bulls can maintain sway over small-caps: BTIG

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Published 2024-07-23

Ether ETFs start trading

5 min
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The crypto-based ETFs moved slightly lower on first day of trading (0:16). Coca-Cola smashes organic sales. (2:15) CrowdStrike CEO called to Capitol Hill. (3:51)

Show Notes
Delta struggles to resume operations
AI startup Cohere sees valuation soar to $5.5B

Episode transcripts: seekingalpha.com/wsb
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Published 2024-07-23

Wiz rejects Google’s acquisition deal

5 min
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Wiz turns down Google's (GOOG) (GOOGL) $23B acquisition deal - report. (00:23) WBD taps matching rights in attempt to stay on NBA deal. (01:23) Mattel (MAT) jumps after report PE firm L Catterton made takeover approach. (02:43)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NXPI, CCK, and more
New presidential contender Harris seen as tougher oil industry foe than Biden
CrowdStrike slips as Guggenheim, BTIG downgrade following global outage
Kronos Worldwide announces private offering

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