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Wall Street Breakfast Seeking Alpha
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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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The market's window of inflation
Fed Trader Chaim Siegel discusses fundamental and technical bullishness (0:35). CPI perfect numbers, Fed hiking, fighting inflation and bonds (4:00). This is an abridged conversation from a recent Investing Experts podcast.
Show Notes:
Chaim Siegel Is Bullish For 2024
All About Inflation (Again)
Bull run rolls on as April CPI makes road to Fed's 2% inflation target look ‘less bumpy’
Episode transcripts: seekingalpha.com/wsb
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Here comes the Fed's favorite inflation gauge
The core PCE price index for April hits Friday. (0:14) Salesforce, Best Buy and Chewy highlight earnings. (0:55) GameStop cashes in on meme resurgence. (3:02)
Show Notes
Cathie Wood says investors at Great Depression-level of intensity in search for safety
Episode transcripts seekingalpha.com/wsb
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Inflation fuels Burger King, McDonald’s $5 meal showdown
Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto world. (01:48) Nvidia (NVDA) cuts AI chip price in China amid competition from Huawei - report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: WDAY, INTU, and more
Tesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVs
Norfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailment
Alphabet, Meta eye multimillion-dollar AI partnerships with Hollywood studios
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Nvidia soars on strong earnings, guidance, and stock split
Nvidia (NVDA) gains as Q1 results, guidance top expectations; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, SNOW, and more
First SpaceX satellites for U.S. spy constellation take off; Russia launches 'space weapon'
Chip race: South Korea commits $19B for local chip-making to keep an edge
DuPont to split into three companies; Koch to become CEO, succeeding Breen
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Australia bans weight loss drug copycats
The health ministry cites adverse effects linked to compound versions. (0:16) Target falls on guidance. (2:44) The real AI boom darling (not Nvidia). (5:02)
Show Notes
BuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stake
Hybrid vehicle registrations outpace battery-electric vehicles in Europe again
Episode transcripts seekingalpha.com/wsb
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Deadline looms for BHP’s bid for Anglo American
BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposal. (01:25) Tesla (TSLA) rallies after highlighting its electric Semi potential during a rare conference appearance. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: URBN, VSAT and more
The real AI stock darling since the boom isn't Nvidia -- Bank of America
Lululemon continues to lose ground as consumers tastes shift, competition builds
JPM lists stocks with the least price swings, most attractive option-sale candidates
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.