Synopsis
Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare listeners for the week ahead.
Episodes
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Fed’s restrictive policy needs more time to work
17/04/2024 Duration: 06minFederal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: UAL, JBHT, and moreEvercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. AppleShopify pits employees against each other to achieve higher pay - reportSA Analyst Roundtable: What's next for Boeing? 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.
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Bond bulls and dollar bears in hibernation
16/04/2024 Duration: 05min10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)Show NotesAMD unveils new chips to power AI PCs in race against Intel and NvidiaEpisode 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.
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Live Nation reportedly faces antitrust lawsuit, shares drop
16/04/2024 Duration: 06minLive Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: ERIC, LYV, and morePeloton pulls unlimited free app membership tier as it fails to draw paid usersRemain cautious on defense stocks amid Iran escalation: Wells FargoBroadcom questioned by EU regulators over VMware licensing: reportSign 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.
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Goldman Sachs posts strong numbers
15/04/2024 Duration: 06minGoldman's global banking and markets business rebounds in latest quarter. (0:15) Retail sales in March trounce expectations. (2:03) Tesla confirms it will lay off 10%. (4:01)Show NotesSmall and midcap pair trades for every sector - OppenheimerEpisode 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.
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Samsung overtakes Apple as top smartphone maker
15/04/2024 Duration: 06minApple (AAPL) loses top smartphone maker crown to Samsung (SSNLF). (00:27) Tesla (TSLA) employees brace for potential layoffs - report. (01:01) J&J (JNJ) cough syrup recall classified as most serious in South Africa. (01:51) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AA, MPW, and moreEarnings week ahead: BAC, JNJ, TSM, UNH, ABT, SLB, UAL, PG, NFLX and moreGold upgraded at Goldman Sachs amid geopolitical risksU.S. hikes royalty fees for drilling on federal lands for first time in a centurySign 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.
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Oil market in focus after Iran attack on Israel
14/04/2024 Duration: 04minFurther conflict could boost oil prices and keep U.S. inflation high. (0:16) Netflix highlights earnings this week. (2:57) Piper Sandler picks Triple Select Stocks. (3:30)Show NotesThe Federal Reserve Needs To Raise Interest Rates By A Quarter PointEpisode 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.
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Strong economic data not necessarily bad for equity market
13/04/2024 Duration: 08minYimin Xu of Cestrian Capital Research on past easing cycles, strong economic data and Fed rate cuts (0:40). Sticky inflation and bond market equilibrium (2:30). Attractive 10-year yields (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Episode transcripts: seekingalpha.com/wsbShow links:Nasdaq, S&P shed about 1% each, Dow drops more than 400 points after hot CPIRiddled With RatesHot inflation may not be a bump, balance sheet runoff pace discussed: FOMC minutesSign 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.
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U.S. grapples with record high drug shortages
12/04/2024 Duration: 05minDrug shortages in U.S. at highest level on record since 2001. (00:25) Amazon exec: Robots, new technologies stealing jobs is a myth. (01:34) Thyssenkrupp to cut steel production capacity, jobs. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: NRIX and APLDEarnings CalendarBig banks set to report Q1 earnings; seen adjusting guidance for fewer rate cutsExxon CEO's 2024 total pay bumped up 3% to $36.9M; Chevron CEO pay rose 12%FDA chief sees no reason for delay in cannabis reschedulingSign 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.
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Wall Street tunes into the Masters
11/04/2024 Duration: 05minPure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45)Show NotesGlobal Stock leaders for 2030 in Fin Tech - UBSRobinhood stock dips after Citi downgrades to Sell on fundamentals disconnectEpisode 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.
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U.S. regulation targets ‘forever chemicals’ in water
11/04/2024 Duration: 06minNew PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)Episode transcripts seekingalpha.com/wsb.Show links: Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that timeAmazon owes $525M in damages for patent infringement - juryNew additions to Goldman’s High Operating Leverage listSign 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.
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Sticky inflation will give the Fed pause
10/04/2024 Duration: 06minMarch CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)Show NotesCabot Wealth’s Top Ten list of stocksDelta leads the airline sector higher after record Q1 earningsEpisode 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.
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Intel unveils new AI chip, setting up race with Nvidia
10/04/2024 Duration: 07minIntel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SGH and PSMTJPMorgan’s top European picksFitch cuts China's credit outlook to negative on public finance risksQ3 crude oil price outlook raised at Morgan Stanley on rising geopolitical riskSign 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.
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Small business optimism at 11-year low
09/04/2024 Duration: 06minSales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)Show NotesTilray guidance cut sends cannabis stocks lowerGoogle unveils in-house Axion chips to cut AI costs, reliance on Nvidia, othersEpisode 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.
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Samsung reportedly secures $6B grant for U.S. chip expansion
09/04/2024 Duration: 06minSamsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MAXN, NTES, and morePFAS ban in EU and U.S. could have negative implications for Amer Sports - analystDidi Global looks to mass produce robotaxi vehicles in 2025HSBC to sell Argentina business for $550M, expects $1B pre-tax lossSign 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.
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J.P. Morgan's Dimon says rates could spike to 8%
08/04/2024 Duration: 06minJamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)Show NotesCiti's top recommended large-cap stocksEpisode 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.
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Kimberly-Clark to sell PPE business to Ansell
08/04/2024 Duration: 05minKimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, FSLY, and moreShein and Temu: Disruptors of Fast-Fashion and E-CommerceSouthwest Airlines 737 returns to airport after engine cover falls offHousing affordability would’ve waned even without Fed tightening, study showsSign 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.
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Retail inflation and big bank earnings arrive
07/04/2024 Duration: 05minThe Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)Show NotesEarnings CalendarBuy-rated and sell-rated stocks within TechnologyEpisode 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.
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Disney to crack down on password sharing soon
05/04/2024 Duration: 05minBob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock mover today: Grindrod Shipping HoldingsAlphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spendCVS Health to cover Perrigo OTC birth control pillBrent crude tops $90 for first time since October as Middle East tensions spikeSign 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.
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Perma-Fix advances in PFAS chemical elimination
04/04/2024 Duration: 06minPerma-Fix (PESI) flies higher after plant testing for destruction of 'forever chemicals.' (00:25) Cosmetics stocks slump after Ulta Beauty (ULTA) warns on beauty sales slowdown. (01:29) Alphabet (GOOG) reportedly considers putting AI search behind paywall; stock perks up. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: BB, LUNR, and moreNvidia sees no disruptions to chip supply from Taiwan earthquakeApple said to look at personal robots for 'next big thing:' reportGold jumps to another record high after Powell's remarks; silver best since June 2021Stock winners of Republican policy if Trump wins - GSSign 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.
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Disney leadership survives proxy siege
03/04/2024 Duration: 06minCEO Bob Iger wins shareholder board vote over Trian's Nelson Peltz. (0:16) Fed's Powell keeps door open to rate cuts. (1:07) Taiwan earthquake disrupts chip manufacturing. (3:25)Show NotesBuy vs. Sell ideas paired within each sector - OppenheimerParamount gains amid report of advancing talks with SkydanceEpisode 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.