Wall Street Breakfast Seeking Alpha
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- 新聞
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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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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The Fed, CPI and Apple AI
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)
Show Notes
Earnings calendar
Dividend Roundup
7 Actionable trading ideas - Piper Sandler
Episode transcripts seekingalpha.com/wsb
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May jobs report to show more balanced labor market
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?
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Rate cutting cycle in full swing
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)
Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today
Episode transcripts seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.