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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 2024-07-22

Market awaits impact of VP Kamala Harris’ presidential run

5 min
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Wall Street futures edge up as Biden drops out; China cuts rates. (00:24) Goodyear to sell Off-the-Road tire business to Yokohama for $905 million. (01:51)  Woodside Energy to buy Driftwood LNG developer Tellurian in $1.2B deal. (02:07)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RYAAY, CRWD, and more
Kamala Harris' potential impact on health care stocks
Quick service restaurants face disgruntled consumers and nervous investors
SA Asks: Which chip companies could weather an attack on Taiwan?

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Published 2024-07-21

President Joe Biden drops out of race

11 min
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Biden endorses VP Kamala Harris. (0:17) Tesla robotaxi and AI initiatives could balance core auto struggles. (1:54) The world emerges from the blue screen of death. (6:56)

Show Notes
Earnings calendar
Dividend Roundup
Steven Bavaria Takes Investors Inside The Income Factory

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Published 2024-07-19

Major Crowdstrike outage

6 min
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Major tech outage from CrowdStrike (CRWD) hits Microsoft (MSFT) systems worldwide. (00:22) Netflix (NFLX) tops financial, user expectations, though cash flow growth pauses. (01:35) Align (ALGN) reportedly launching sales initiative through Costco. (02:36)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: CRWD, PLUG, HE, and more
Why 'unloved' small-cap stocks are in store for a strong second half - Carson's Detrick
SF Fed chief Daly says price stability yet to be achieved, 'we're not there yet'
D.R. Horton Q3 earnings and revenue beat; announces $4B stock buyback

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Published 2024-07-18

Apple goes to Hollywood

7 min
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AppleTV+ looks to expand its library of studio titles. (0:16) Amazon Prime Day notches record numbers. (1:00) Tesla slides into top 10 in EU registrations. (4:34)

Show Notes
Not the time to buy the dip - Goldman

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Published 2024-07-18

Darden Restaurants acquires Chuy’s

6 min
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Restaurant M&A: Darden Restaurants (DRI) acquires Chuy's Holdings (CHUY) for $605M. (00:24) Warner Bros. Discovery (WBD) said to be weighing split of streaming, studio businesses. (01:41) Beyond Meat (BYND) said to talk with bondholders over restructuring. (03:03)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: NOK, TSM, and more
Netflix ad-tier growth in focus during Q2 earnings
Air-safety officials schedule 2 days of hearings about Boeing 737
Google, Samsung chatbot deal falls under EU scrutiny: report

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Published 2024-07-17

Rotation, rotation, rotation

6 min
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Money continues to look for other homes away from overcrowded tech. (0:16) Five Below has Wall Street crying 'mea culpa!' (2:49) Small-caps are back - here's where to buy. (5:18)

Show Notes
Eli Lilly, Novo slip as Roche posts early-stage data for oral weight loss drug
GitLab soars as Google-backed firm eyes sale

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Published 2024-07-17

Spirit’s outlook, ETH ETF’s and Musk companies moving to Texas

5 min
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Spirit Airlines (SAVE) dips on weak Q2 outlook, non-ticket revenue landed lower. (00:24) Spot ether (ETH-USD) ETFs likely to start trading as early as July 23 - report. (01:28) Musk moving SpaceX to Texas, calls California transgender law 'the final straw'. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: SAVE, ASML, and more
Trumponomics: Trump details plan for economy, Wall Street and foreign policy
adidas raises its full-year outlook after robust Q2 performance
Warner Bros. Discovery reportedly to undergo a 'significantly smaller' round of layoffs

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Published 2024-07-16

Consumers still have some fight left

6 min
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Core retail sales see the best month since January 2023. (0:16) GM backs off its big EV prediction for 2024. (3:49) Stifel still sees a market correction. (4:51)

Show Notes
Bank of America Q2 earnings top consensus on strong sales and trading
Charles Schwab stock slides as stock buybacks stay on hold in Q2 earnings call

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Published 2024-07-16

Amazon Prime Day set to break records

6 min
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Retail blockbuster: Amazon Prime Day (AMZN) is expected to set a record as discounting ramps up. (00:32) Trump picks Ohio Senator Vance as running mate; Rumble (RUM) shares jump. (02:06) Starboard tells Match Group (MTCH) to fix Tinder issues and margins or go private. (03:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT and MTCH
BlackRock CEO Larry Fink calls bitcoin 'digital gold,' says he's no longer a skeptic
Back-to-school spending likely to remain unchanged this year
Elon Musk says the robotaxi team has extra time to update the design before the big reveal event

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Published 2024-07-15

Goldman boosts dividend after solid earnings

9 min
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Goldman Sachs declares a quarterly dividend of $3 per shares. (0:16) The 30-year yield tops the 2-year for the first time since January. (1:26) Hedge funds keep selling tech. (8:10)

Show Notes
Raymond James' Larry Adam On Possible Rate Cuts, Averting Recession And What's Priced In
Nvidia faces French probe over anti-competitive practices
Walmart continues to add more restaurant chains to its stores

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Published 2024-07-15

Google reportedly near $23B Wiz purchase

5 min
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Google's (GOOG) (GOOGL) biggest acquisition: plans to buy cybersecurity startup Wiz for $23B - report. (00:29) Trump Media (DJT) skyrockets 70% as markets reopen following assassination attempt. (01:39)  Smithfield Foods (WHGLY) to be listed on U.S. exchange, Chinese parent says. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT and crypto stocks
Burberry ropes in Joshua Schulman as CEO, issues profit warning
Investors weigh effects of Trump shooting on election, markets
Elon Musk says he was target of 2 assassination attempts
What can Coach v Michael Kors tell us about Lululemon's future?

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Published 2024-07-14

Trump fine after assassination attempt

3 min
View
Former president says he is OK after rally shooting. (0:16) Netflix highlights earnings week. (1:39) Dividend calendar. (2:15)

Show Notes
Goldman lists its top 25 tactical trades for earnings season

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Published 2024-07-12

Big bank results on tap

5 min
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Big banks Q2 earnings expected to show rebounding IB, soft loan growth. (00:21) Tesla (TSLA) falls 7% on reports that the robotaxi event is delayed until October. (01:36) Dollar General (DG) to pay $12M fine for workplace safety violations. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, ERIC, and more
SA subscribers pitch stocks that could potentially replace Tesla in Magnificent 7
PayPal may profit from Apple-EU settlement, analyst says
AI made up a third of all VC funding this quarter, U.S. companies taking the lead - DataTrek

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Published 2024-07-11

The (dis)inflation report the market was waiting for

5 min
View
Core CPI falls to the lowest level in three years. (0:16) Treasury yields tumble, along with the greenback. (1:45) Delta warns of lower fare discounting. (2:55)

Show Notes
S&P 'defiant' behavior
Pfizer advances development of once-daily weight-loss pill
Who could potentially replace Tesla in Magnificent 7?
MicroStrategy to execute 10-for-1 stock split

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Published 2024-07-11

Costco hikes membership fees

6 min
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Costco (COST) reports a 7.4% rise in June net sales, hikes membership fees. (00:29) HubSpot (HUBS) sinks after report Google shelved acquisition plans. (01:30) NBA sets up deals with NBC, Amazon, ESPN — but TNT can still match: Athletic. (02:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: COST, AA, and more
Microsoft dodges EU antitrust probe with €20M settlement - report
Electric stuff: Tesla's business that may have more promise than autos, robots, or FSD
Samsung unveils slate of new AI-powered Galaxy devices
Update on UBS ‘Global top list’ of stocks

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Published 2024-07-10

Goldman plays catchup to Tesla's big run

5 min
View
Goldman hikes target, but Bill Gross says Tesla trades like a meme stock. (0:16) Samsung's 'indefinite' strike. (3:20) Citi says take AI profit. (4:03)

Show Notes
Carvana adds features to make it easier to buy electric vehicles
Baidu climbs after Beijing proposes draft rules for robotaxis

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Published 2024-07-10

Albemarle hits four-year-low as lithium prices slide

6 min
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Albemarle (ALB) plunges to lowest in nearly four years as lithium prices keep sliding. (00:23) Commercial real estate risk may last for years, Fed's Powell warns. (01:40) Oracle (ORCL) dips after potential server deal with xAI falls apart. (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BIDU, LZ, and more
Musk claims new Tesla Optimus design will be completed in 2024
Albertsons, Kroger list stores to be sold in merger ahead of trial next month
Microsoft and Apple ditch OpenAI seats amid antitrust scrutiny - report

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Published 2024-07-09

Fed's Powell worried about too little and too late

5 min
View
Fed chief says 'elevated inflation is not the only risk.' (0:16) Mounjaro tops Ozempic in study. (3:32) Warren Buffett value indicator tops dot-com levels. (4:47)

Show Notes
Nvidia, Micron, others in focus as KeyBanc boosts targets after chip checks
Federal Reserve considers tweaking GSIB surcharge for U.S.'s biggest banks

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Published 2024-07-09

Beryl leaves Houston in the dark

5 min
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Beryl hits Texas: Houston sees widespread power outage, heat alert issued (CNP). (00:20) Tesla (TSLA) rival BYD (BYDDF) to build $1B EV plant in Turkey. (01:18) Stellantis (STLA) to have 30 hybrid models available in Europe this year. (02:08)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: BP, INTC, and more
Study finds patients lost more weight on Mounjaro than Ozempic
Big Lots sets another all-time low as risk of bankruptcy looms
U.S. consumer credit expands by $11.4B in May, exceeding consensus

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Published 2024-07-08

Let's make a deal

6 min
View
Merger Monday deals in beverages, energy, drugs and entertainment. (0:15) Hedge funds like commodity-linked stocks. (2:35) Apple iPhone sales said to be shoring up. (3:17) 

Show Notes
TSA boarding numbers show no signs of the economy slowing down - Apollo
UBS boosts NVDA target as checks confirm demand still 'exceedingly robust'

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Published 2024-07-08

Boeing to plead guilty in 737 MAX fraud case

5 min
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Boeing (BA) to plead guilty to criminal fraud charge in 737 MAX probe. (00:21) Hurricane Beryl shutters oil-exporting hub in Texas. (01:18) SK On is said to declare ‘emergency’ as EV sales disappoint. (02:11) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, GRFS, and more
Paramount and Skydance agree to merge, shaking up entertainment industry
Merger Monday: Carlsberg to buy Britvic in $4B deal
SA Asks: What's a good alternative stock to Nvidia?

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Published 2024-07-07

Earnings season kicks off

9 min
View
Major banks are the start of quarterly results. (0:17) Consumer inflation is expected to fall annually. (3:10) The big thing about Nvidia. (5:37)

Show Notes
Farewell to the famous Tropicana

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Published 2024-07-05

Labour by a landslide

4 min
View
Labour wins U.K. election by a landslide (0:22). Bitcoin slumps below $58K (1:15). Honda and Nissan eye collaboration (1:50). June nonfarm payrolls expected to reflect softening labor market (2:20).

Show Notes:
Bitcoin slumps below $58K for the first time in two months
Labour wins U.K. election, sweeping to power by a landslide
Automakers Honda and Nissan eye collaboration on software and EV charging

Episode transcripts: seekingalpha.com/wsb

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Published 2024-07-03

Tech leads stocks to new highs into July 4

8 min
View
The Nasdaq and S&P gained led by big names in shortened session. (0:17) FOMC minutes show Fed members wanting more data before rate move. (3:48) Jeff Bezos sells $5 billion in Amazon stock. (5:04)

Show Notes
Odds of Harris getting Democratic nomination now even with Biden
JPMorgan chief global markets strategist Marko Kolanovic said to leave bank

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Published 2024-07-03

FTC moves to block Tempur Sealy's $4B Mattress Firm deal

6 min
View
FTC sues to block Tempur Sealy's (TPX) $4B purchase of Mattress Firm. (00:23) EV maker Rivian (RIVN) has no production plans with Volkswagen - report. (01:42) Eli Lilly (LLY) wins FDA approval of donanemab for Alzheimer's. (02:27)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: PARAA, CVAC, and more
Deutsche Bank’s Fresh Money list for Q3
The stocks with the most extreme upside in Q2 - Piper Sandler
Skydance, NAI come to new deal on Paramount merger - WSJ

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Published 2024-07-02

Tesla shares gaining more momentum

7 min
View
Tesla Q2 deliveries handily top expectations. (0:15) Fed's Powell sees disinflation resuming. (1:43) Disney content set for a 'major turnaround'? (4:28)

Show Notes
The top 10 U.S. ideas for Q3: 9 buys, 1 underperform - BofA
M&A thrills: Meet the new theme park sector giant
SA subscribers believe this will be the top-performing S&P 500 stock in H2

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Published 2024-07-02

Paramount gains on Barry Diller buzz, streaming merger talks

5 min
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Paramount (PARA) (PARAA) talking with potential partners to merge streaming - CNBC, report of interest from media mogul Barry Diller/IAC. (00:29) U.S. judge halts Biden administration pause on LNG export licenses. (01:44) Conn's (CONN) may file for Chapter 11 bankruptcy - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: PARA, INCY, and more
Where Morgan Stanley sees pockets of safety as S&P 500 faces 'technical fragility'
Will BYD beat Tesla again in the EV sales race?
Salesforce shareholders reject pay package for CEO Marc Benioff, top execs

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Published 2024-07-01

Roaring Kitty returns with Chewy stake and facing lawsuit

7 min
View
Keith Gill discloses 6.6% stake in Chewy and is named in pump-and-dump class action. (0:15) Manufacturing activity contracts again. (2:20) Tech industry turns to nuclear for AI power demands. (4:40)

Show Notes
AI megacap stocks face a tough valuation test this earnings season

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Published 2024-07-01

BlackRock to acquire Prequin for $3.2B

5 min
View
BlackRock (BLK) to buy data provider Preqin in $3.2B deal. (00:24) Boeing (BA) agrees to Spirit AeroSystems (SPR) takeover for $37.25 a share. (01:05) EU to charge Meta over ‘pay or consent’ model - report. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: SPR and LI
Surveillance network: FedEx, retailers said to be sharing AI camera feeds with cops
Rising drug costs force a third of Americans to leave prescriptions unfilled: report
A second Trump administration may be more lenient towards antitrust enforcement - JPMorgan

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Published 2024-06-30

Jobs in spotlight this holiday week

8 min
View
Nonfarm payrolls are expected to rise by 200,000. (0:17) Why Apple may be the place to be. (3:12) Wall Street myth busting. (6:40)

Show Notes
Who Doesn't Feel Comfortable Owning Apple? Nvidia's Upside Volatility.
Earnings Calendar
Dividend Roundup

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Published 2024-06-28

Nike ‘comeback takes time,’ shares drop

6 min
View
Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NKE, DJT, and more
Meta may block news content on Facebook in Australia if forced to pay licensing fee
NFL ordered to pay $4.7B after losing Sunday Ticket antitrust trial
Tractor Supply shelves climate, diversity goals after pushback

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Published 2024-06-27

Walgreens plunges as it preps to shutter stores

6 min
View
Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26) 

Show Notes
Durable goods orders edge up in May
The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs

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Published 2024-06-27

SpaceX said to hit $210B valuation, wins $843M NASA deal

6 min
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SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: BB, MU, and more
The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler
Amazon joins $2T market cap club, boosted by Rivian stake and AI wave
Morgan Stanley to deploy OpenAI-powered assistant for financial advisors

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Published 2024-06-26

Fed will take notice of FedEx

7 min
View
Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)

Show Notes
Goldman’s top 50 high Sharpe Ratio stocks
These 5 stocks in the S&P now have the highest prices following Chipotle's split
Whirlpool stock jumps as Bosch weighs takeover bid

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Published 2024-06-26

Tech stocks recover, South Korea grants and Micron's Q3

10 min
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Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).

Episode transcripts: seekingalpha.com/wsb

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Nasdaq, S&P, Dow futures tick up after tech stocks recover
Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
Exxon threatens to suspend French refinery if strike continues

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Published 2024-06-25

Pfizer working on new weight-loss drug mechanism

5 min
View
Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)

Show Notes
Airbus's stock falls more than 9% after cutting guidance
U.S. consumer confidence pulls back in June, but range-bound for past two years

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Published 2024-06-25

Boeing shifts to stock deal to acquire Spirit Aerosystems

6 min
View
Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DJT, SEDG, EPAC and more
Shein confidentially files paperwork for possible London IPO - reports
Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
Google working on customizable chatbot product to rival Meta, Character. AI - report

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Published 2024-06-24

UAE gets ready to roll the dice on casinos

7 min
View
United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)

Show Notes
Gap between growth and small-cap is huge, but don't call it a bubble
Micron sees price target raised at Citi, Wolfe ahead of earnings
CrowdStrike reaches S&P 500 Index five years after IPO

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Published 2024-06-24

ByteDance reportedly teams with Broadcom on AI chip

5 min
View
ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers today: RXO, RMD, and more
CDK Global works on fixing data breach that hit thousands of car dealers
Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer

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Published 2024-06-23

Inflation data and NIke earnings on the way

8 min
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A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)

Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar

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Published 2024-06-21

Qualcomm dips following reports of AI laptop struggles

5 min
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Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)

Episode transcripts seekingalpha.com/wsb.

Show links: Biggest stock movers: ASAN, SWBI, and more
Unprofitable growth stocks with a path to profitability - GS
Top 10 Info Tech stocks according to SA Quant Ratings
SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'

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Published 2024-06-20

Dell, Super Micro in on xAI supercomputer

6 min
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Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)

Show Notes
Seeking Alpha Investing Summit insight
Nvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'
Kroger rallies after topping Q1 estimates, backing full-year profit guidance

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Published 2024-06-20

Switzerland cuts rates again as Fed holds steady

5 min
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Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56)  Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: NVDA, DJT, and more
BlackRock sees no AI bubble and says AI winners will drive market returns for a while
Accenture plans to buy Fibermind - a network services player in Italy
U.S. homebuilder sentiment declines for the second month

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Published 2024-06-18

Softer retail sales, rate cuts and tech's top targets

8 min
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Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Nvidia rises after Rosenblatt sets Street High PT of $200
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit
Apple's price target raised at J.P. Morgan on AI boost to iPhones
Tech bull market to last another 2–3 years
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead





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Published 2024-06-18

Supreme Court refuses to hear Florida sports betting case

5 min
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U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
J.P. Morgan’s top picks within Defensives
Most shorted S&P 500 stocks in May
Biden set to reopen U.S. oil reserves if gasoline prices surge again - FT

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Published 2024-06-17

Social media can be hazardous to your health

5 min
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The Surgeon General calls for mental health warning on social media. (0:16) BofA gets more bullish on chips. (2:54) Evercore puts Street-high target of 6,000 on the S&P. (4:25)

Show Notes
Next Apple Watch likely to have larger screen sizes, be 3D printed
Five catalysts that could propel Costco even higher

Episode transcripts seekingalpha.com/wsb
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Published 2024-06-17

Toyota faces shareholder revolt over chairman seat

5 min
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Toyota (TM) proxy advisers demand vote against chairman amid scandal. (00:25) Boeing (BA) whistleblower reports to FAA have jumped since 737 incident. (02:10) Federal Reserve is well poised to be patient on rate moves, Kashkari says. (03:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Ozempic drives more demand for smaller clothes, WSJ reports
10 predictions on how artificial intelligence will reshape the world: UBS
SA Asks: What is the No. 1 cybersecurity threat facing companies today?

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Published 2024-06-16

Retail highlights a holiday week

7 min
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Retail sales are expected to climb for the first time since January. (0:18) How can you build a rate-agnostic portfolio? (1:34) Deadpool & Wolverine set for a record open. (3:52)

Show Notes
Goldman Sachs raises its S&P 500 year-end target to a joint Street high at 5,600
Earnings calendar
Catalyst Watch

Episode transcripts seekingalpha.com/wsb
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Published 2024-06-13

EV tariff battle

7 min
View
China hits back at EU tariff on EVs as Tesla asks for exemption. (0:16) PPI adds to the soft landing picture. (1:42 ) Citi paints bleak picture for oil. (5:11)

Show Notes
Chinese stocks with improving earnings momentum and expectations of margin expansion
Broadcom soars as Q2 results, stock split buoy hopes

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Published 2024-06-13

Elon Musk: Tesla shareholders on track to approve pay and Texas move

5 min
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Elon Musk: Tesla (TSLA) shareholders vote for CEO pay package, Texas move by 'wide margins'. (00:23) Meta plans to make company leaner, cut down on VP positions: report. (01:36) Terraform Labs to pay $4.47B to resolve SEC lawsuit. (02:07) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: TSLA, AVGO, and more
Apple is not paying OpenAI for ChatGPT deal - report
Appeals court vacates ruling banning Amazon from firing pro-union workers
Ships will not return to Red Sea 'anytime soon' even with ceasefire, Frontline CEO says
GameStop is holding its annual meeting. Does Ryan Cohen have a surprise ready?

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