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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Stocks jump on cool inflation, steady Fed
Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as yields sink. (0:54)
Show Notes
Seeking Alpha community still favors first Fed cut in September
Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance
Global oil markets set for major surplus this decade, IEA says
Episode transcripts seekingalpha.com/wsb
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Paramount merger talks with Skydance called off
Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24) Musk drops lawsuit against OpenAI: report. (01:31) U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ORCL, RTO, and more
No hot dog for you! Joey Chestnut banned from Nathan's iconic contest
Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants
Stocks with quality growth stories within Apparel, footwear and fitness - Baird
Changing energy market demands holistic view: Seeking Alpha Investing Summit Preview
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Musk threatens Apple ban
Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)
Show Notes
Tesla topped Chevron as most shorted large-cap stock in May
Supreme Court seeks Biden administration views on Honolulu climate lawsuit
General Motors approves new $6B share repurchase program
Episode transcripts seekingalpha.com/wsb
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Apple Intelligence
Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers: DXC, YEXT, and more
Is Nvidia primed for Dow inclusion after 10-for-1 stock split?
The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst
Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban
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AI chip jitters?
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)
Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman
Episode transcripts seekingalpha.com/wsb
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Five Japanese automakers accused of falsifying safety data
Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LUV, DO, KKR, and more
Adobe seeks to clarify new AI terms after users protest
Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
Schwab Trading Activity Index rises slightly in May
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