Wall Street Breakfast Seeking Alpha
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- News
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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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
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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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Reddit surges on OpenAI partnership
Reddit (RDDT) surges following OpenAI partnership. (00:38) China announces major rescue measures for housing market. (01:25) Cracker Barrel (CBRL) slashes dividend by 80% to fund restaurant overhaul. (02:44)
Episode transcripts: seekingalpha.com/wsb
Show links:
Biggest stock movers today: RDDT, CBRL, and more
AI investing: UBS lists stocks providing exposure to turbocharged AI investment cycle
Neuralink looking for second participant for Telepathy cybernetic brain implant
Under Armour's 18-mo reset timetable is too long - analyst
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AT&T strikes deal with AST SpaceMobile
AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: CSCO, CB, and more
Winners and losers from the latest retail sales report
Netflix discloses ad-supported plan tops 40M users
Palo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customers
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