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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Meme stock vibes return as GameStop soars
Roaring Kitty tweets and GameStop is off to the races. (0:16) Consumer expecting stickier inflation ahead. (2:15) The best pain trades for bulls and bears. (4:53)
Snow Notes
Magnificent 7 predicted to reinvest $350 billion this year
Nvidia favorite in AI basket, gets Buy rating at Jefferies
Episode transcripts seekingalpha.com/wsb
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Arm forges ahead in AI chip development - report
Arm Holdings said to eye AI chip launch next year in major SoftBank bet. (00:24) United Auto Workers faces key vote among Mercedes workers in Alabama. (01:28) Amazon to invest $1.3 bln in France, create 3,000 jobs - report. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: ZK, TME, GME, and more
Magnificent 7 predicted to reinvest $350 billion this year
Workers at Apple's first unionized store vote to authorize strike
South Korea plans over $7B aid package to boost local chip industry - report
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April CPI and Walmart earnings in spotlight
CPI shelter costs will be closely watched by the Fed. (0:17) Walmart reports results as consumers stumble. (1:58) OpenAI expected to debut Google search competitor. (4:58)
Show Notes
Barclays spotlights 44 stocks to watch if inflation remains sticky
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb
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Will inflation be larger than we think?
AI data center spending boom and the end of US exceptionalism (0:20). Why everyone should own gold miner stocks (2:40). Is the Fed handling inflation? (5:35) 10-year yield outlook short and near term (8:40). This is an abridged conversation from a recent Investing Experts podcast.
Episode transcripts: seekingalpha.com/wsb
Show links:
T-bills, gold and macro volatility
Gold jumps to highest in a month as data signals slowing economy, likely rate cuts
Citadel CEO Ken Griffin sees the Fed likely cutting interest rates later in 2024
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U.S. to impose tariffs on Chinese EVs - report
New tariffs on Chinese EVs, other sectors expected next week - report. (00:25) OpenAI to unveil Google (GOOG) (GOOGL) search rival next week - report. (01:26) McDonald's (MCD) beefing up investment in digital marketing. (03:09)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: U, NVAX, and more
Elon Musk’s Neuralink reports malfunction in first in-human brain implant
Ford tempering pledge to go full-EV in Europe by 2030
BP aims to buy Tesla supercharging sites for U.S. expansion - Bloomberg
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CBS, Paramount Plus could be up for sale
Sony and Apollo group would shed a number of Paramount assets if their bid is successful. (0:16) Roblox tumbles on weak booking forecast. (3:07) Manhattan authorities bust major shoplifting fencing ring. (4:48)
Show Notes
Investor bullishness is spreading beyond the stock market - SentimenTrader
Plug Power slides after posting larger than forecast Q1 loss
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.
Kundrecensioner
Better delivery needed
Very interesting content but blankly read from a paper. Come on. You can do Better than that
What a monotonous bot-like talk!
Sounds like an un-motivated person has been forced to read it from a document.