Wall Street Breakfast

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)Show Notes4- and 5-Star rated “Dividend Aristocrat” stocks for 2024 by CFRAJ.P. Morgan trade desk splits with Kolanovic on stocks, loves Magnificent 7Roblox jumps amid bookings surge, strong outlook through 2027Episode 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.

SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports streamer. (01:41) PayPal (PYPL) Q4 earnings: Eyes on guidance and profit margins. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Ford Motor, Snap, Enphase Energy, and morePalantir's 'off the charts' success shows the AI revolution is herePinterest's deal with Amazon is bigger than believed; may lead to Google pact80 Stocks that offer more dividend yield than cash in the next 3 years - BofA / Part 2Sign 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.

Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced shock results. (2:38)Show NotesOppenheimer's Buy vs. Sell ideas paired by each SMID sectorDocuSign to shrink headcount; company will stay public after failed takeover talksEpisode 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.

Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (01:51) Layoff season continues to roil across tech industry. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BP, Palantir Technologies, Chegg and moreVirgin Galactic reports flight issue to FAAChegg's investment in AI taking longer to pay offInvitae plunges amid report it may file for bankruptcy within weeksSign 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 Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do the Magnificent 7 stack up against the Tech Bubble 5? (5:02)Show NotesHertz Global hits the brakes on EV plans with Polestar AutomotiveMcDonald's falls short of Q4 comparable sales expectationsEpisode 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.

Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Palantir (PLTR) Q4 earnings preview: Big expectations from commercial division. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Cytokinetics, 4D Molecular Therapeutics, and moreEarnings week ahead: Alibaba, PepsiCo, Disney, Palantir, McDonalds, Ford and moreAI may be much more than a buzzword for ShopifyWatch this restaurant stock for a near-term bounceSign 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.

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books are already Super Bowl 58 winners. (5:45)Show NotesSeeking Alpha's Catalyst WatchEarnings Week AheadCompanies with profit warnings after negative earnings seasonEpisode 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.

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Intel (INTC) reportedly delays $20B chip facility in Ohio. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Amazon, Meta Platforms, and moreApple falls as China worries overshadow sales growthAmazon gains after holiday quarter sales shine and profits soarBAE Systems buys Malloy Aeronautics, a British tech companySign 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.

Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes well for the S&P in 2024. (5:25)Show NotesISM manufacturing index hits highest level since October 2022Plug Power completes first customer fill at Georgia green hydrogen plantEpisode 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's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms length. (02:10) Qualcomm (QCOM) pops as Q1 results top expectations. (04:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Vaxart, Rocket Lab, and moreLi Auto accelerates into 2024 with a 105.8% Y/Y surge in January deliveries; sets ambitious goals for 800K annual deliveriesParamount gains amid report board has formed a special independent committeeViking Therapeutics gains amid takeover speculationSign 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.

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart switches gears to open new stores. (4:57)Show NotesPrivate sector adds 107K jobs in December, less than expectedSeeking Alpha's Alpha Picks portfolioEpisode 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.

Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT) to implement a 3-for-1 stock split. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Paramount Global, Google parent Alphabet, and moreKen Griffin: If China invades Taiwan, the U.S. could see “a great depression”Embraer sees 13% increase in 2023 deliveriesStarbucks strikes confident tone on store growth and profitability despite headwindsSign 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.

Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) Job openings unexpectedly surge. (2:19)Show NotesQuality stocks that would outperform in 2024 - UBSU.S. consumer confidence advances in January, hitting two-year highUPS slides after revenue outlooks 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.

Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyback agreement. (01:33) AMD Q4 earnings preview: AI tailwinds expected in 2024. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Super Micro Computer, Whirlpool, and moreQuality stocks that would outperform in 2024 - UBSNew federal energy standards won't ban gas stovesBaker Hughes cut at Wolfe with 'too much risk' seen in LNG marketSign 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 Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflation still top of mind. (4:45)Show NotesGoldman sees a positive yield curve by Q3; what does that mean for stocks?Dollar Tree gains after J.P. Morgan turns bullishEpisode 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.

United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chip subsidies for Intel (INTC) , Taiwan Semi (TSM), others - report. (02:06) China pumps the brakes on short-selling to bolster market. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Koninklijke Philips, SoFi Technologies, and moreEarnings week ahead: Microsoft, Apple, Meta, Google, Amazon, Chevron and moreReddit reportedly looking at $5 billion IPO valuationCalifornia playing 'dangerous game' with climate policies, Chevron exec saysSign 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.

Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play for Tesla. (5:14)Show NotesSeeking Alpha Earnings CalendarCatalyst WatchThese are the top 10 ETFs with the most bullish sentiment - BarclaysEpisode 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.

Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launch. (01:25) California regulator OK's $45M PG&E (PCG) payment in Dixie Fire settlement. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Intel, Visa, and moreThese are the top 10 ETFs with the most bullish sentiment - BarclaysFlorida House passes bill to ban minors from social mediaLevi Strauss to cut global workforce 10-15%, reports mixed Q4 resultsSign 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.

GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train wreck' earnings call. (4:00)Show NotesIncyte is the most overweight stock by hedge funds Walmart is the least shorted stock by hedge fundsNextEra Energy strikes bullish tone for next three years after posting Q4 beatEpisode 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.

FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. state. (01:42) Haleon (HLN) to sell ChapStick to Suave Brands for $430 million in cash. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Tesla, Nokia, IBM, and morePayPal Holdings placed on 30-day negative catalyst watch at CitiTotalEnergies wins 20-year contract to supply renewable electricity to New JerseyTesla earnings call: AI talk, Gigafactory plans, Cybertruck and Optimus robot buzzSign 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.