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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More companies get in on CHIPs Act funds
23/06/2023 Duration: 04minMore companies are now eligible to get funds from the CHIPs Act. Deutsche Bank is unimpressed with the C3.ai (AI) investor day. Goldman taps top stocks for return on equity. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Goldman adds 25 new stocks with growth potential to its ROE basketChip equipment makers, chemical companies, others now eligible for CHIPs Act fundsC3.ai slumps 8% as Deutsche Bank reiterates sell after investor meetingApple, Google, other tech CEOs to
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Microsoft battles FTC in court
23/06/2023 Duration: 06minMicrosoft (MSFT) battles with FTC in court over $69B Activision (ATVI) deal (00:25). Ford (F) preps for another round of layoffs - report (01:55). Virgin Galactic Holdings (SPCE) files to sell another $400M worth of stock (02:38).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:J&J talc bankruptcy unit to establish $750M trust fund with insurersOuster announces layoffs, reaffirms second-quarter revenue outlookAmazon pops as Loop Capital says AWS slowdown likely to 'bo
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Copper prices popping
22/06/2023 Duration: 05minCopper prices hit a seven-week high as inventories fall. Tesla (TSLA) gets a downgrade from Morgan Stanley. A Musk and Zuckerberg cage fight?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Bank of England surprises with half-point hike to 5%AMC dips, APEs rise as special master supports conversion-plan settlementCopper climbs to highest since May as LME stockpiles plungeTesla loses bull rating at Morgan Stanley with AI premium seen at riskElon Musk may have cage match wi
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Cell-based meat gains U.S. approval
22/06/2023 Duration: 06minCell-based meat is approved in the U.S. for the first time (TSN).(00:24) Car insurer Root (ROOT) jumps on report of takeover offer (01:20). Fed's Jerome Powell says more 'moderate pace' of rate hikes may 'make sense' (01:54).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Apple rolls out developer tools to create apps for its Vision Pro headsetCrypto exchange FTX already faces $200M in bankruptcy feesApplied Optoelectronics inks supply deal with MicrosoftToyota introduce
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Inflation still a big battle
21/06/2023 Duration: 05minFed Chairman Jerome Powell kicks off his Washington testimony saying there is a long way to go on inflation. Barclays cuts its rating on Tesla (TSLA) but admits it may be a gamble. Amazon (AMZN) details Prime Day deals.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Federal Reserve Chair Powell to repeat expectation that rates will rise more this yearAmazon sets Prime Day for July 11-12 in big test of consumer discretionary spendingTesla is downgraded at Barclays ahead o
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Powell faces questions on Capitol Hill
21/06/2023 Duration: 05minS&P, Dow, Nasdaq futures tread water ahead of Fed Powell's testimony.(00:24) FedEx (FDX) falls after revenue miss, weak profit guidance; UPS (UPS) slips as well (01:22). Advanced Micro Devices (AMD) to invest up to $135M to expand operations in Ireland (02:03).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:More big wins for Tesla: Charging standards and EV subsidiesSimulations Plus acquires Immunetrics to expand into immunology and oncologyParamount sale of BET may
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Alibaba announces new leadership
20/06/2023 Duration: 05minAlibaba Group (BABA) Announces Chairman and CEO Succession Plan (00:25). Biden sees progress in U.S.-China ties after Blinken meets Xi Jinping (00:53). New York Stock Exchange President sees Cava (CAVA) debut ending drought of IPOs (01:40). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Intel's €30B investment to be single largest FDI in German historyIBM and Adobe collaborate to provide a content supply chain solution using generative AIAirbus receives record order for
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Catalyst Watch: FedEx earnings, sports teams takeovers
17/06/2023 Duration: 11minCatalyst watch for the week of June 18. Seeking Alpha Managing News Editor Kim Khan gives investors a wrapup of the FOMC meeting. (00:28) Seeking Alpha Associate News Editor Kevin Curran previews what to expect when FedEx Corporation (FDX) reports earnings. (03:10) Hot topic: PGA Tour, LIV Golf and Manchester United (MANU) have something in common (06:04). What is it?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:FedEx Q4 2023 earnings on deck, what to expectFedEx Earnin
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Virgin Galactic soars
16/06/2023 Duration: 06minVirgin Galactic (SPCE) targets late June for official launch of commercial service (00:32). Squarespace (SQSP) takes off on deal to buy assets of Google's (GOOG) (GOOGL) domains business (02:15). Intel (INTC) said to be close to deal worth $10.8B in subsidies for German chip plant (01:29).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Adobe rises as it boosts fiscal earnings, revenue outlook after strong Q2BlackRock files for bitcoin ETF; Coinbase as custodianGameStop's
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Fed holds steady
15/06/2023 Duration: 07minFederal Reserve holds interest rate steady in June, skipping a hike (00:28). Music publishers (SONY) (WMG) sue Twitter over alleged copyright infringement (02:57). TrueCar (TRUE) rallies after announcing major restructuring, CEO change (03:34).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:What does Fed’s hawkish pause mean for cryptos? SA analysts weigh inFed Special: Rates Held, Powell's Tell And Market Impact With Chaim SiegelCava shares price at $22 each, resulting
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Fed special: Rates held, Powell’s tell and market impact with Chaim Siegel
14/06/2023 Duration: 19minChaim Siegel, leader of the Fed Trader Investing Group, joins SA's Kim Khan for a breakdown of Wednesday’s Fed decision. What the hawkish pause means for the equity rally, why the market is skeptical about Jay Powell’s rate cut pronouncement, how jobless claims remain crucial and more.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow notes:Subscribe to Chaim Siegel's Fed TraderFed holds rates steadyTwo hikes penciled into dot plotPowell press conference highlights
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Fed expected to skip June hike, then what?
14/06/2023 Duration: 06minFederal Reserve expected to skip June rate hike, but then what (00:40)? Google (GOOG) (GOOGL) delays European start of Bard AI chatbot over privacy concerns - report (01:57). Bud Light (BUD) no longer top-selling beer in U.S. as boycott dents sales - report (02:27).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nvidia crosses $1T market cap powered by the rise of AINetflix to debut first pop-up restaurant in LAAnheuser-Busch InBev SA/NV: The Damage Looks PermanentStella
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May CPI on tap
13/06/2023 Duration: 06minCPI will give Federal Reserve new data on fight against inflation (00:28). Alphabet (GOOGL) (GOOG) to be slapped with ‘massive’ EU antitrust penalty - report (01:45). FTC files for injunction to block Microsoft (MSFT) acquisition of Activision (ATVI).(02:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:China mulls stimulus measures to boost economy, central bank cuts key policy rateApple cut to Neutral at UBS on softer iPhone and services growth in H2Cineplex says QTD
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U.S. credit card debt nears the $1T mark
12/06/2023 Duration: 07minU.S. credit card debt nears the $1T mark: Is there a reason to worry (00:27)? Nio (NIO) cuts prices for all models, ends free battery swapping - report (01:40). UBS (UBS) closes Credit Suisse (CS) takeover, reportedly sets strict curbs for staff (02:38).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyFederal Reserve poised to skip a hike, but don't call it a pivot or a pauseOPEC output cuts will lift crude oil into the $90s this year, Goldman
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Fed hikes, quantitative tightening and international price action with Mike Zaccardi
11/06/2023 Duration: 23minMike Zaccardi, CFA, CMT joins James Foord for a discussion around the Fed funds market (0:30), whether we'll achieve a soft landing (2:35), and why investors should consider having an allocation towards non-U.S. stocks (18:45). This is an abridged conversation from Seeking Alpha's Investing Experts podcast. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Follow Mike Zaccardi, CFA, CMTSubscribe to James Foord's The Pragmatic Investor
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Catalyst Watch: AI, 'Winner-Take-More' Game?
10/06/2023 Duration: 14minCatalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his favorite week, Fed week. He tells us how the markets will react once CPI is released (00:37). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Oracle Corporation (ORCL) reports earnings. (05:04) Oracle leads to another hot topic, AI. Will there be a hotter buzz word in 2023 and which companies will really reap the benefits?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewa
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Trump SPAC DWAC on Watch Following Indictment
09/06/2023 Duration: 06minTrump SPAC DWAC on watch after indictment in classified documents case (00:27). EVs made by General Motors (GM) will be able to use Tesla's (TSLA) Supercharger network (01:26). Sientra (SIEN) rockets ~75% after hours on FDA approval for tissue expander (02:40).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Meta plans launch of Twitter rival via Instagram - reportRoku names former Amazon media leader to boardTD Bank to build on its strength in U.S. core deposits, CFO say
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GameStop Slides on C-Suite Shakeup
08/06/2023 Duration: 09minWildfires, smoke and air quality bring up the climate ETF discussion (00:35). GameStop (GME) slides after firing CEO, elevating Ryan Cohen to chairman slot (01:39). Affirm Holdings (AFRM) surges after Amazon Pay (AMZN) adds its Adaptive Checkout (04:55). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Banks may be pressured by weakening commercial property market, Yellen warnsStocks with top pricing power across all sectorsNasdaq posts worst day in over a month as tech r
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SEC Versus Coinbase, Binance
07/06/2023 Duration: 09minSEC versus crypto: Regulatory clarity or confusion? (00:55) Apple (AAPL) reportedly acquired AR start-up Mira as it pushes new headset vision (02:44). NYC sues Hyundai (HYMTF), Kia (KIMTF) for negligence as car thefts escalate (05:12).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:SEC sues Coinbase (COIN) for operating as unregistered broker; COIN slumps.Shopify stock jumps after sale of logistics businessJOANN nosedives to all-time low after weak Q1 resultsTC Energy la
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Atlas Lithium Slapped with Securities Fraud Lawsuit
06/06/2023 Duration: 10minAtlas Lithium (ATLX) slapped with securities fraud lawsuit (05:04). Apple (AAPL) unveils $3,500 AR/VR headset, biggest product launch in nearly a decade (02:01). Taiwan Semi (TSM) reportedly eyes 3-6% price hikes for 2024 (06:36).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Student loan consumers likely to defer buying soft goods as debt repayment resumes - UBSTarget is downgraded at KeyBanc due to massive student loan repayment headwindHey Siri, Give Us A Hint: Here's