Wall Street Breakfast Seeking Alpha
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- Noticias
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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
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The Fed, CPI and Apple AI
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)
Show Notes
Earnings calendar
Dividend Roundup
7 Actionable trading ideas - Piper Sandler
Episode transcripts seekingalpha.com/wsb
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May jobs report to show more balanced labor market
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?
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Rate cutting cycle in full swing
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)
Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today
Episode transcripts seekingalpha.com/wsb
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Nvidia hits $3T, faces antitrust challenges
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker
Biggest stock movers: LULU, FIVE, and more
S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk
Lululemon delivers strong Q1 and hikes profit guidance above street view
Victoria's Secret sees sales and profits decline in 'challenging and competitive' environment
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Rave over: FDA shuts down MDMA therapy
An advisory panel votes against ecstasy treatment for PTSD. (0:16) Services activity picks up. (1:34) You know what they call a Chicken Big Mac in Europe? (4:14)
Episode transcripts seekingalpha.com/wsb
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PA court cuts Bayer’s Roundup verdict from $2.25B to $400M
Bayer's (BAYRY) $2.25B Roundup verdict cut to $400M by Pennsylvania judge. (00:23) United Airlines (UAL) expected to cut staffing needs this year as carrier faces shortage of planes. (01:01) Nike (NKE) cuts jobs at its European headquarters as part of $2B cost-cutting plan - report. (03:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CRWD, HPE, and more
Elon Musk estimates Tesla will spend up to $4B this year on Nvidia AI chips
Microsoft invests in AI startup Touchcast as it improves gen-AI efficiency: report
The EV-related stock that is up 100% this year and still loved by both analysts and quants
'Roaring Kitty's' GameStop trades come under probe by Massachusetts regulator - report
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