1 000 épisodes
Wall Street Breakfast Seeking Alpha
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4,2 • 96 notes
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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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Comcast enters streaming bundle race
StreamSaver will cost $15/month for Peacock, Netflix and AppleTV+. (0:16) The SEC could do a 180 on an ether ETF. (1:33) Next stop Dow 60,000 and S&P 8,000? (4:15)
Show Notes
Macy's Q1 results top expectations, lifts guidance, but comp sales remain negative
Episode transcripts seekingalpha.com/wsb
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U.S probes ArcelorMittal’s claim of patent violation by Vinfast
U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: PANW, GOTU, and more
Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey
Hims & Hers surges on cheap compounded versions of semaglutide
Full 180? Ether surges on report of SEC's sudden progress on spot ETF filings
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Target cutting prices on 5,000 items
Thousands of items will see everyday price cuts through the summer. (0:16) One of Wall Street's biggest bears waves the white flag. (2:03) Endless shrimp hastens Red Lobster bankruptcy. (4:05)
Show Notes
Nvidia in focus as Barclays, Stifel boost price targets ahead of Q1 results
The name Magnificent 7 needs to be retired - Goldman
Episode transcripts seekingalpha.com/wsb
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Oil on watch as Iranian president dies, Saudi king treated
Oil on watch as Iran president's death confirmed; Saudi king treated for lung infection. (00:28) China sanctions Boeing (BA) unit, two other U.S. defense firms over Taiwan arms sales. (01:39) Minnesota lawmakers approve minimum pay deal for Uber, Lyft drivers. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Mining stocks, LI and more
SEC unlikely to green-light spot ether ETFs this week
Earnings week ahead: NVIDIA, Target, Zoom Video, Snowflake and more
SA Roundtable: Are Eli Lilly and Novo Nordisk overvalued?
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Big week for AI as Nvidia reports
Analysts generally expect another boost in guidance from Nvidia. (0:17) Big win for banks in capital requirement plans? (3:57) UBS picks its favorite AI stocks. (5:59)
Show Notes
Dividend Roundup
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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Where Fed is likely to go and what that means for equities
Michael Kramer discusses market divergences, interest rates and inflation (0:30). How many rate cuts will we see this year? (6:20) Bleak 2024 earnings picture (11:20). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts
Show links:
Historic week ends with S&P above 5,300, Dow scaling 40K for the first time ever
S&P 500 Earnings Season Suggest A Dire 2024 Forecast
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
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Avis des utilisateurs
Seems to only work on spotify
Love the podcast but it stopped working on Apple app and now only works on Spotify. Inconvenient. Hope it gets fixed soon.
Good content - needs better/consistent sound quality
Content is good - sound quality and consistency of release time needs to be improved.
Decent Podcast
This podcast is decent. Try focusing on regularly releasing the podcast every weekday at the same time. I will change to 5 star once the release is consistently available by 8:00am EST. It needs to be available quite a bit before the market opens if you want it to be useful to any trader. *Updated May 2022*