Wall Street Breakfast Seeking Alpha

AT&T (T) goes up against Elon Musk's Starlink with AST SpaceMobile (ASTS) deal. (00:24) China's NIO changing its global strategy as U.S., EU tariffs loom - report. (02:46) Peloton (PTON) hires J.P. Morgan to raise money to refinance debt. (03:49)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: CSCO, CB, and more
Winners and losers from the latest retail sales report
Netflix discloses ad-supported plan tops 40M users
Palo Alto Networks and IBM announces partnership to deliver AI-powered security offerings for customers

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.

April CPI comes in as expected. (0:16) Netflix gets Christmas football. (3:08)  Goldman screens for best option plays. (5:11)

Show Notes
Cathie Wood sells over 300K shares of Jack Dorsey’s Block this week

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.

Comcast (CMCSA) reveals its own streaming bundle of Peacock, Netflix, Apple TV at deep discount. (00:23) Kenvue (KVUE) prices secondary stock offering as Johnson & Johnson exits. (01:23) CVS risks losing up to 10% in Medicare memberships next year. (01:50)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: DLO, PBR, meme stocks, and more
Exxon makes new oil discovery offshore Angola - S&P Global
Boeing ran afoul of criminal settlement on 737 crashes, DOJ says
U.S. senators push for $32B in emergency spending on AI

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.

AMC cashes in with equity offering as the meme rollercoaster continues. (0:16) Powell adamant policy is restrictive. (2:07) PPI comes in hot but revisions calm traders. (2:22) 

Show Notes
Meme stock craze continues; GameStop, AMC see multiple volatility halts
Berkshire Hathaway's mystery stock bet might be revealed soon
10 lessons from earnings season

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.

Novo Nordisk: Patients on Wegovy maintain weight loss over four years. (00:24)  Walmart to cut corporate jobs, relocate staff - WSJ. (01:28) Uber buys foodpanda delivery business in Taiwan for $950M. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers today: Meme stocks, ALC, and more
How April CPI inflation data may influence the Fed's rate path decision
Stocks with more than 10% short interest - Finviz Screener
Morgan Stanley names 6 stocks to help investors navigate the consumer downshift

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.

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
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.