Wall Street Breakfast Seeking Alpha
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- Business 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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Air Caitlin Clark?
Nike closing in on new deal with Iowa star, including signature shoe. (0:16) Philly Fed manufacturing highest since April '22 (1:39) Deutsche Bank cries 'uncle' on its Tesla Buy. (3:29)
Show Notes
Apple might wait until September to reveal most new AI features
14 companies with a near-term catalyst around 1Q earnings - MS
Episode transcripts seekingalpha.com/wsb
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TikTok divestment bill on potential fast track
Snapchat (SNAP) surges as TikTok (BDNCE) bill on potential fast track through Congress. (00:23) Micron (MU) to get $6.1B grant from U.S. for local chipmaking projects. (01:14) 23andMe (ME) CEO Anne Wojcicki eyes taking DNA-testing company private. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: EFX, DUOL, and more
Tesla to let go of 285 employees in Buffalo, New York
Oracle to invest over $8B in Japan to meet cloud computing, AI demand
Nvidia retakes top spot from Tesla as IBKR's most actively traded during 'chaotic' week
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Lilly weight loss drug succeeds in sleep apnea trial
Zepbound sees positive outcomes in Phase 3 clinical trials for sleep disorder. (0:16) Walmart teams up with Jessica Simpson. (3:25) Cathie Wood's flagship ARRK ETF falls below key technical level. (3:42)
Show Notes
Wedbush says these housing stocks can benefit from rising interest rates
Episode transcripts seekingalpha.com/wsb
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Fed’s restrictive policy needs more time to work
Federal Reserve's restrictive policy needs more time to work, Jerome Powell says. (00:28) Theft Auto publisher Take-Two Interactive to lay off 5% of workforce. (01:24) Hawaiian Electric hits 40-year low as wildfire probe does not fault first responders. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: UAL, JBHT, and more
Evercore considers DOJ vs. Google a bigger risk to Apple than DOJ vs. Apple
Shopify pits employees against each other to achieve higher pay - report
SA Analyst Roundtable: What's next for Boeing?
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Bond bulls and dollar bears in hibernation
10-year Treasury yield nearing a full point rise for 2024. (0:16) UnitedHealth rallies on solid results. (2:19) Fund managers are so bullish it might be time to sell. (4:13)
Show Notes
AMD unveils new chips to power AI PCs in race against Intel and Nvidia
Episode transcripts seekingalpha.com/wsb
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Live Nation reportedly faces antitrust lawsuit, shares drop
Live Nation (LYV) drops on reports Justice Dept. may file antitrust lawsuit next month. (00:32) U.S. government expected to award all CHIPS Act grants this year. (01:28) Microsoft (MSFT) invests $1.5B in UAE-based AI firm G42. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ERIC, LYV, and more
Peloton pulls unlimited free app membership tier as it fails to draw paid users
Remain cautious on defense stocks amid Iran escalation: Wells Fargo
Broadcom questioned by EU regulators over VMware licensing: report
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