Wall Street Breakfast Seeking Alpha
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- News
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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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Weak GDP raises stagflation debate
GDP +1.6%, the slowest pace in 2 years, as inflation came in hot. (0:16) Wall Street rushes to defend Meta stock. (3:33) Biggest oil ETF sees biggest outflows ever. (4:42)
Show Notes
David Einhorn: Gold demand from the East is pushing its price higher
Only 14 S&P stocks have a 3% yield and have climbed over 10% YTD
7 Stocks in Fin-tech and Payments Baird analysts like the most
Episode transcripts seekingalpha.com/wsb
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Nvidia to acquire two Israeli AI startups
Nvidia (NVDA) to buy two Israeli startups aiming to run AI models more cheaply. (00:25) META earnings call: More spending on AI ahead before payoff. (01:14) Microsoft-backed Rubrik (RBRK) prices IPO at $32/shr, above indicated range. (02:32)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: META, IBM, F, and more
Walmart, Kroger shares hint at concerns about Amazon's low-cost delivery plan, UBS says
GDP watch: U.S. economic growth likely slowed in Q1
BHP weighs potential takeover of Anglo American - Bloomberg (update)
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Boeing cites safety progress as loss narrows
Boeing topped estimates on the top and bottom lines. (0:16) AT&T reaffirms guidance. (1:46) Iron ore futures hit highest level in 7 weeks. (3:53)
Show Notes
Stock investors facing 'meaningful losses' but hope lies in key metric
Durable goods orders rise more than expected in March
Episode transcripts seekingalpha.com/wsb
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. -
Google delays phaseout of third-party cookies
Google (GOOG) (GOOGL) delays phaseout of third-party cookies in Chrome yet again. (00:26) Tesla (TSLA) rallies after pointing to its upcoming affordable models. (01:10) FTC votes to ban non-compete clauses. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, TXN, ENPH, and more
JPMorgan CEO Jamie Dimon: U.S. economy is booming, but beware of fiscal dominance
Grayscale files to register shares of ethereum trust, plans for lower-fee substitute
History suggests the materials sector is about to hit a seasonal peak, RenMac says
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California vs airport security line jumping
State Senator's bill would ban Clear Secure from security areas across the state. (0:16) GM handily beats earnings forecasts. (2:33) Apple sets special event for May 7. (4:22)
Snow Notes
J.P. Morgan's Kolanovic says the correction in stocks isn't finished yet
U.S. PMI Manufacturing unexpectedly slips into negative territory in April
Episode transcripts seekingalpha.com/wsb
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. -
UnitedHealth confirms personal data compromised in cyberattack
UnitedHealth (UNH) confirms personal data compromised in cyberattack. (00:28) China reportedly bought Nvidia (NVDA) AI chips embedded in Super Micro (SCMI), Dell servers. (01:24) New York Stock Exchange (ICE) gauging interest for 24/7 stock trading. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: IBRX, NVS, and more
FTC sues to block Capri Holdings $8.5B sale to Tapestry
Headed into earnings, most Magnificent 7 stocks are well off their 2024 peaks
California bill aims to ban Clear from airport security lines
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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