Wall Street Breakfast Seeking Alpha
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- ニュース
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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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DEA to reclassify marijuana as a less dangerous drug
The reported move falls short of legalizing recreation pot use. (0:16) Eli Lilly boosts outlook on weight loss drug performance. (1:01) Wage inflation comes in hot for Q1. (2:56)
Show Notes
Citi upgrades energy sector, says stocks can recover quickly from geopolitical jolts
Episode transcripts seekingalpha.com/wsb
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NBC pitches $2.5B a year for NBA TV rights
NBC (CMCSA) pitches paying $2.5B a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly $200M for illegally sharing location data. (01:22) USDA now inspecting ground beef due to avian flu outbreak in cows - report. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NXPI, MSTR, ST, and more
Amazon earnings are coming. Could a dividend announcement be part of the mix?
Tesla's big rally on China developments is called overdone by Wells Fargo
Lululemon downgraded as apparel tastes change, competitors gain in popularity
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This may be the best time to pick stocks
The market may not be as tethered to the Fed as people think. (0:16) The yen's free fall prompts intervention to support it. (1:40) Apple gets an upgrade ahead of earnings. (3:44)
Show Notes
With rate cuts pushed out, Goldman looks at quality stocks
Tesla's 'watershed' moment in China helps lift Chinese electric vehicle stocks
Episode transcripts seekingalpha.com/wsb
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Philips settles ventilator recall lawsuits
Philips (PHG) to pay $1.1B to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar LNG supply deal - FT. (01:53) Skydance makes 'best and final' offer for Paramount Global (PARA) - Bloomberg. (02:54)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: TSLA, PHG, and more
IPO watch: Cruise line operator Viking to go public as it looks to cash in on baby boomer buzz
Japanese yen rebounds on suspected intervention from Tokyo
Earnings week ahead: Amazon, Apple, Pfizer, AMD, Coca-Cola, Starbucks and more
MicroStrategy stands to flourish if it implements new accounting rules, analyst says
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Fed, jobs report ahead as Apple, Amazon report
Traders will be looking for any hints to the timing of rate cuts. (0:17) Apple and Amazon lead the earnings parade. (2:06) Elon Musk makes surprise visit to China. (4:12)
Show Notes
SA Analyst Roundtable: When will the Fed cut rates?
Earnings Calendar
Baird says short interest increased in April in the fashion and wellness industries
Episode transcripts seekingalpha.com/wsb
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T-bills, gold and macro volatility
Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
Upside/Downside Tug Of War
Here Comes The Stagflation Debate
10-year yield tops 4.5% after strong CPI report
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カスタマーレビュー
Simply good
They do an excellent job of covering the market without all the blather you get from CNBC. Straight reporting and good info.