Wall Street Breakfast

Nvidia (NVDA) earnings call: Generative AI demand knows no bounds, shares surge. (00:25) Reddit said to reach first AI content licensing contract with Google (GOOG) (GOOGL). (01:52) Weight Watchers (WW) weighed down by fallout from 'GLP-1 House' - report. (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NVIDIA, Lucid Group, and moreRivian Automotive slides after posting another loss, announcing cuts to salaried staff10 worst performing Nasdaq 100 stocks of 2024 so far, including Tesla and IntelCVS Health invests $35M in affordable housing in Hawai'iSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Reddit is sharing the love with users, selling stock to them at the IPO price. (0:15) Sticky inflation could be good for stocks. (1:10) Bezos sells more Amazon shares. (3:00)Show NotesPTON, PLUG, and CAR are some of the high beta losers to Sell according to OppenheimerRealty Income Q4 beats, FFO misses, and 2024 guidance comes in slightly softEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia (NVDA) Q4 Earnings Preview. (00:22) FuboTV (FUBO) files antitrust action against streaming venture partners Disney, WBD, Fox. (01:46) Amazon (AMZN) and Uber to be added to Dow Jones Indices. (02:40) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Palo Alto Networks, Teladoc Health, and moreUber Eats is bringing robot deliveries to JapanSamsung sells entire stake in ASML to advance in new areas - reportPalo Alto Networks plummets as it cuts full-year billings, revenue guidanceSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

As well as the deal, Walmart beat on earnings and sees deflation trend easing. (0:16) Weight-loss drugs could cut grocery bills by 9%. (1;33) Citi says summer will bring clear recession signals. (5:05)Show NotesGoldman jumps on the Magnificent 7 earnings bandwagonHome Depot falls after U.S. comparable sales growth disappointsEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Capital One (COF) to acquire Discover Financial (DFS) for $35.3B in stock. (00:26) Bayer (BAYZF) to slash dividend by 95% to reduce its debt. (01:39) Palo Alto Networks (PANW) Q2 earnings preview: Focus on billings. (02:19) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Discover Financial Services, Barclays, and moreEarnings week ahead: NVIDIA, Walmart, Home Depot, Lucid and moreEating at home could get cheaper this summerXPeng to hire more, invest in AI as 'knockout round' for Chinese EV brands beginsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Danielle DiMartino Booth shares why Jerome Powell is a man on a mission and why this is where he wants to be (0:35). Should we trust economic data coming out? (2:20) Importance of following real time layoff data (4:30). This is an abridged conversation from a recent Investing Experts podcast.Episode transcripts seekingalpha.com/wsbShow Notes:Trust The DataJanuary CPI Comes In HotSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Nvidia is due for the most important earnings report in years. (0:15) Walmart reports results ahead of stock split. (2:05) How do the biggest modern bubbles look today? (4:59)Show NotesSeeking Alpha Catalyst WatchEarnings CalendarEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

OpenAI (MSFT) set to launch a text-to-video AI model. (00:21) Applied Materials (AMAT) surges as AI, internet of things boosts Q1 results, guidance. (01:36) Nike (NKE) reportedly plans to slash over 1,600 jobs to reduce costs. (02:43)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Roku, Coinbase, Applied Materials and moreMicroStrategy's $10B bitcoin stash sits on 70% unrealized profit'Unsustainable' lithium prices must rise to meet demand, Albemarle CEO saysWhite House: Russia building 'anti-satellite capability,' but no immediate safety threatSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Is the bloom off the big-spending rose? (0:16) Warren Buffett trims his stake in Apple. (1:59) Super Micro gets another vote of confidence. (3:31)Show Notes10 option overwriting calls that can capture 7% upside - BofAEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI bets: Nvidia reports stakes in Arm Holdings, SoundHound and others. (00:24) Shell exits discussions to build major petrochemicals plant in Iraq. (01:25) Macau tourism hits a post-pandemic record during Chinese New Year. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cisco, Twilio, and moreJoann falls amid report of talks with lenders on cash infusionOccidental Petroleum plans flat 2024 production, to cut two Permian Basin rigsRoku facing mixed impact from proposed Walmart-Vizio deal, analysts saySign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uber is the latest company to announce a new stock buyback at $7 billion. (0:16) Plug Power unveils costs-cutting plans. (4:00) Jeff Bezos sells $4 billion in AMZN stock. (4:50)Show NotesMoney managers now the most bullish they've been in two yearsKraft Heinz sees volume drop in Q4 as consumers push back on higher pricingEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Lyft shares go on wild after-hours ride following earnings typo. (00:27) Coca-Cola (KO) among suitors for healthy soda brand Poppi - report. (01:45) Airbnb (ABNB) posts revenue beat, $6B buyback announcement. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Lyft, Robinhood Markets, and moreMoney managers now the most bullish they've been in two yearsJeff Bezos sells $4B of Amazon stock after Miami moveIpsen gets FDA approval for pancreatic cancer drug regimenSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

A hot January CPI disrupts the disinflation narrative. (0:16) Odds of Fed rate cuts tumble. (1:49). Coca-Cola impresses with strong guidance. (3;17)Show NotesMorgan Stanley’s Fresh Money buy listMicrosoft's AI tool Copilot's early users have mixed reviews, question price tag Episode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Bitcoin (BTC-USD) tops $50,000 for the first time in over two years amid spot ETF momentum. (00:21) JetBlue (JBLU) soars after Icahn discloses stake. (01:34) Express (EXPR) tumbles after hours amid report of imminent restructuring. (02:21)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: JetBlue, Waste Management, and moreWalmart and Energizer face class action lawsuits over battery pricesFederal judge dismisses PhRMA challenge to Medicare price negotiationsDiamondback sees growing pro-forma production with fewer wells after Endeavor dealSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it gauges risk. (3:38)Show NotesAfter Meta debuts a dividend, Goldman does the math if big names follow suitEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:18) Tesla (TSLA) temporarily cuts some U.S. auto prices. (02:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Joby Aviation, monday.com, and moreEarnings week ahead: Coca-Cola, Cisco, Shopify, Roku, Biogen and moreThe price of chocolate may be hard to swallow this Valentine's DayTesla trades lower than it did a year ago - reality check or buying opportunity?Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock. (5:02)Show NotesIPO activity in U.S. expected to continue to improve in 2024, Goldman saysEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl brand buzz MVP award. (02:30) Coca-Cola (KO) spices things up with first new flavor in three years. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cloudflare, Pinterest, and moreFocus on smokeless tobacco paying off for British American TobaccoFive questions on investors’ minds for 2024 answered - UBSGreenlight Capital founder: Markets are fundamentally broken by passive investorsSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) These idiosyncratic stocks could help your portfolio. (5:22)Show NotesGreenlight Capital founder: Markets are fundamentally broken by passive investorsPhilip Morris points to strong momentum as smoke-free sales climbEpisode transcripts seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, could be valued at $3B plus. (01:48) PayPal (PYPL) Q4 earnings beat, but active accounts slip; guidance disappoints. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Disney, PayPal, Arm Holdings, and moreU.S. Treasury's record 10Y auction sees strong demand; eyes on 30Y saleStocks with expensive valuations vs their peers - BofABill Ackman's Pershing Square files to launch new closed-end fundSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.