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Wall Street Breakfast

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Podcast


WALL STREET BREAKFAST

Seeking Alpha

Follow





ABOUT

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of
key investment news every morning and afternoon. Transcripts:
seekingalpha.com/wsb
4.6(1.2K)
Business


ALL EPISODES

--------------------------------------------------------------------------------

Cigna, Humana reportedly in merger talks
Wall Street Breakfast

Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ
(update). (00:24) The UAW goes electric with unionization efforts aimed at Tesla
(TSLA), Rivian (RIVN) and Lucid (LCID). (01:35) Crude oil climbs as OPEC+ weighs
new output cuts, with meeting set to start. (02:17)Episode transcripts
seekingalpha.com/wsb.Show links: Biggest stock movers today: Snowflake,
Salesforce and moreDOJ trial to block Spirit/JetBlue set to close on Tuesday as
remaining days canceledOccidental Petroleum in talks to acquire Permian producer
CrownRock - WSJPhillips 66 gains after activist Elliott takes $1 billion stake,
seeks board seatsSign 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.

Nov 30

6 min 20 sec




--------------------------------------------------------------------------------

Charlie Munger dies age 99
Wall Street Breakfast

Iconic investor and Warren Buffett's right-hand man passes away. (0:15) GDP
growth is revised up to 5.2% with inflation revised lower. (1:25) GM boosts
dividend, announces buyback. (2:49)Show NotesHedge funds could get squeezed on
stocks into year endBill Ackman sees Fed rate cuts as soon as first quarter of
2024Episode 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.

Nov 29

5 min 1 sec




--------------------------------------------------------------------------------

Disney’s Iger downplays asset sale, stresses building
Wall Street Breakfast

Disney townhall (DIS): Bob Iger downplays asset sale comments, says it's time
for building. (00:25) Adelson family (LVS) to buy majority stake in Dallas
Mavericks from Mark Cuban - reports. (01:30) Farfetch (FTCH) jumps amid report
founder may make offer for luxury fashion site. (02:18)Episode transcripts
seekingalpha.com/wsb.Show links: Biggest stock movers today: Workday, Las Vegas
Sands and moreCharlie Munger, Warren Buffett's associate, dies at 99: Berkshire
HathawayApple ending credit card partnership with Goldman Sachs - WSJTesla's
Cybertruck is finally here - will the launch create a halo effect?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.

Nov 29

6 min 43 sec




--------------------------------------------------------------------------------

Lilly obesity drug beats Novo in study
Wall Street Breakfast

Tirzepatide 3x more likely to result in 15% weight loss vs. semaglutide. (0:15)
Consumer expectations pick up sharply in November. (1:38) Amazon takes delivery
title from UPS, FedEx. (3:50)Show NotesHedge funds ease up on Magnificent 7
bingeAdobe, Figma deal likely to result in 'substantial lessening of
competition'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.

Nov 28

5 min 40 sec




--------------------------------------------------------------------------------

U.S. court rejects ‘forever chemicals’ class action
Wall Street Breakfast

U.S. court ruling rejects massive class action over 'forever chemicals'. (00:27)
Fast-fashion firm Shein files for U.S. initial public offering - WSJ. (01:25)
Saudi Arabia wants OPEC+ members to cut oil production quotas - Bloomberg.
(02:29)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers
today: Carlyle Group, Zscaler and moreThese are the most under-owned large-cap
tech stocks - MSBroadcom said to let go of 'many' VMware employees after deal
closed: reportAlbemarle, other lithium names extend losses on weak pricing as EV
demand coolsSign 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.

Nov 28

7 min 14 sec




--------------------------------------------------------------------------------

Gold tops $2000
Wall Street Breakfast

Charts say the yellow metal can test all-time highs. (0:15) Shopify sets Black
Friday record. (1:40) Zero-day options arrive for Treasury bonds and oil. (2:31)
Show NotesThe AI gold rush is here. Buy 'picks and shovels' to benefit.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.

Nov 27

4 min 31 sec




--------------------------------------------------------------------------------

U.S. sees record Black Friday online sales
Wall Street Breakfast

U.S. sees record Black Friday online sales, driven by price-conscious shoppers.
(00:23) Tesla's (TSLA) union problems in Sweden include trash piling up and no
mail service. (02:07) Fathom Digital Manufacturing holder offers to buy company
for $4.50 a share. (03:45)Episode transcripts seekingalpha.com/wsb.Show links:
Biggest stock movers today: UP Fintech and Crown CastleThe AI gold rush is here.
Buy 'picks and shovels' to benefitActivist investor Elliott takes more than $2B
stake in Crown Castle - WSJCan current tailwinds support Netflix's accelerated
growth in 2024?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.

Nov 27

7 min 10 sec




--------------------------------------------------------------------------------

Credit event: phase 2 - Michael Gayed
Wall Street Breakfast

Why Michael Gayed sees Phase 2 of a coming credit event going from treasuries to
corporate credit to junk debt to highly levered companies (1:23) and why we're
heading back to an era of dividend focus (5:45). Fed credibility and how they've
left themselves very little wiggle room (8:20). This is an abridged conversation
from Seeking Alpha's recent Investing Experts podcast.Subscribe to Michael's
Lead-Lag ReportShow Notes:JNK: At The Center Of A Credit EventMichael Gayed On
Credit Event Phases And The Fed's Unprecedented MovesEpisode transcripts:
seekingalpha.com/wsbSign 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.

Nov 26

9 min 59 sec




--------------------------------------------------------------------------------

Black Friday hasn't lost its lure
Wall Street Breakfast

More than 130 million people planned to shop for deals. (0:15) Bill Gates says
AI could usher in a 3-day work week. (3:15) This quant portfolio now focuses on
high yield. (3:43)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.Show NotesiRobot surges 37% on report of EU
approval for sale to AmazonNovo's weight-loss drug Wegovy to make Asia
debutNvidia delays launch of an AI chip for China

Nov 24

4 min 51 sec




--------------------------------------------------------------------------------

Barclays to cut 2,000 jobs
Wall Street Breakfast

Barclays (BCS) plans to cut 2000 jobs amid cost-cutting measures. (00:22) Are
Amazon (AMZN) workers in Europe posing threat to big Black Friday sale? (01:33)
AbbVie (ABBV) suing Sandoz, four others to block generic Rinvoq: report.
(02:33)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.Show links: Biggest stock movers today: iRobot,
Fisker and moreSports betting records could be carved up Thanksgiving weekend -
watch these stocksBest stocks for when the 10-year Treasury is fallingOctober
global smartphone sales break two-year losing streak

Nov 24

5 min 47 sec




--------------------------------------------------------------------------------

Oil slides as OPEC argues over output
Wall Street Breakfast

OPEC+ meeting is delayed with Saudi Arabia said to be unhappy. (0:15) Rise in
consumer inflation expectations raises eyebrows. (1:29) Apple's Tim Cook says
there is a detailed succession plan. (3:53)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.Show NotesHedge funds are
crowding more than half of their investments in their top 10 positionsDurable
goods orders fall more than expectedDeere’s stock declines on guidance for
smaller profit

Nov 22

5 min 28 sec




--------------------------------------------------------------------------------

Sam Altman returns as OpenAI CEO with new board
Wall Street Breakfast

Sam Altman to return to OpenAI as CEO with new board of directors. (00:27)
Nvidia (NVDA) slips as Q3, guidance blow past expectations. (02:58) Elon Musk,
Tesla (TSLA) engineers were aware of Autopilot defect - judge. (03:58)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.Show links: Biggest
stock movers today: Virgin Galactic, Autodesk and moreTim Cook discusses Apple's
'very detailed' CEO succession plansBest quality stocks with highest return on
capital, according to NasdaqHP CEO: Growth in PC segment likely to double next
year

Nov 22

7 min 36 sec




--------------------------------------------------------------------------------

India Aims to Boost IT Hardware Production with Subsidies
Wall Street Breakfast

Dell, HP (HPQ), Foxconn (FXCOF) and others to get subsidies to make IT hardware
in India. (00:23) SEC charges Kraken for operating as unregistered crypto
exchange. (01:23) Texas AG sues Pfizer (PFE) for alleged Medicaid fraud over
ADHD meds. (02:23)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.Show links: Biggest stock movers today: Agilent
Technologies, MorphySys and moreThe top 10 value plays, according to SA Quant
RatingsNvidia Q3 earnings preview: Will widening China curbs dampen its
blistering growth?Holiday sales are expected to come in better than feared -
watch these stocks

Nov 21

7 min 3 sec




--------------------------------------------------------------------------------

Bob Iger under pressure at Disney
Wall Street Breakfast

Iger will look to encourage investors at a town hall on Nov. 28. (0:15) Casinos
can cash in when the A's move to Vegas. (2:25) Hundreds of Open AI employees
threaten to quit. (3:03)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.Show NotesGoldman Sachs 2024 stock strategy -
sales growthU.S. leading indicator falls slightly more than expected in
OctoberSix Flags lands buy rating from Jefferies on merger upside

Nov 20

4 min 57 sec




--------------------------------------------------------------------------------

Sam Altman to lead Microsoft’s new AI team
Wall Street Breakfast

Ousted OpenAI CEO Sam Altman joins Microsoft (MSFT) to lead advanced AI team.
(00:35) Cruise (GM) CEO Kyle Vogt resigns less than a month after pausing
driverless operations. (02:56) Nokia (NOK) expands partnership with Globe
Telecom to cut network power use in the Philippines. (03:50)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.Show links: Biggest stock movers
today: NuScale Power, Chegg and moreTown hall at Disney: Bob Iger to discuss
future as investors size up stockAdobe gets EU antitrust warning over $20B
planned Figma acquisitionL&T Technology Services collaborates with NVIDIA

Nov 20

6 min 39 sec




--------------------------------------------------------------------------------

Catalyst Watch: Walmart, Target’s mixed signals
Wall Street Breakfast

Catalyst watch for the week of November 19. Seeking Alpha Senior Executive
Editor Kim Khan on the quiet economic calendar. (00:21) Julie Morgan shares the
latest analysis on two companies set to report earnings, Baidu, Inc. (BIDU) and
Nvidia Corporation (NVDA). (02:20) They also discuss the tale of two retail
earnings reports, Walmart (WMT) and Target, (TGT) including WMT’s hint at signs
of deflation.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.Show links:Nvidia: Assuring Processor Dominance
By Technology And Strategic InvestmentsBaidu: Upgrading To BuyWalmart rattles
retail sector with warning on consumer spendingTarget rallies 17% after improved
profitability flips the script on the retailer

Nov 18

7 min 7 sec




--------------------------------------------------------------------------------

Manchester United jumps as deal nears
Wall Street Breakfast

Sir Jim Ratcliffe closes in on buying a 25% stake in the team. (0:15) Housing
market shows surprising strength. (1:45) AT&T to launch standalone cybersecurity
business. (3:20)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.Show NotesDividend Roundup: General Mills, Nike,
Johnson & Johnson, Marriott, and moreSeven times the markets anticipated a
dovish pivot that did not come trueLi Auto rallies after being added to the Hang
Seng Index

Nov 17

6 min 19 sec




--------------------------------------------------------------------------------

Amazon partners with Hyundai to sell cars online
Wall Street Breakfast

Auto retail disruption: Amazon (AMZN) partners with Hyundai (HYMTF) to sell cars
online. (00:29) ChargePoint (CHPT) plummets on CEO replacement, preliminary Q3
results. (01:31) Applied Materials (AMAT) under criminal investigation for
evading export controls: report. (02:45)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.Show links: Biggest stock movers
today: Applied Materials, ChargePoint and moreTop 10 best performing stocks over
the past weekIBM halts advertising on X as report finds ads placed next to
pro-Nazi contentItaly bans lab-grown meat in effort to defend traditional
culinary culture

Nov 17

7 min 19 sec




--------------------------------------------------------------------------------

Forget inflation, Walmart sounds deflation warning
Wall Street Breakfast

Walmart is cautious on the consumer but says falling prices may be ahead. (0:15)
Alibaba scraps cloud business spinoff. (2:30) Goldman channels Taylor Swift for
its 2024 market outlook. (3:58)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.Show NotesWalmart in charts: Comparable sales
growth slows amid shifting consumer trendsPalo Alto Networks tumbles as it cuts
full-year billings forecastInitial jobless claims increase by 13K, more than
expected

Nov 16

5 min 50 sec




--------------------------------------------------------------------------------

Cisco takes a hit as revenue outlook slips
Wall Street Breakfast

Cisco (CSCO) plunges as it lowers full-year revenue guidance as new orders slow.
(00:26) Exxon (XOM) CEO says turning oil and gas firms into 'villains' harms
path to net zero. (02:03) Walgreens Boots (WBA) close to £5B pension deal -
report. (02:46)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.Show links: Biggest stock movers today: Cisco
Systems, Palo Alto Networks and moreBiden hails progress in Beijing ties; Xi
tells CEOs China ready to be U.S. partnerEli Lilly said to be eyeing
billion-dollar German plant amid GLP-1 shortageGoldman Sachs channels Taylor
Swift for its 2024 stock market forecastFDA reviewers reportedly question
efficacy of Merck cough drug

Nov 16

8 min




--------------------------------------------------------------------------------

What Buffett, Burry and more are buying
Wall Street Breakfast

Money managers disclose new and closed positions in 13F filings. (0:15) More
soft inflation, but retail sales show strength. (2:12) Target shares soar as
margins improve. (4:26)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.Show NotesMichael Burry closes out broad market
shorts, bets against semisWarren Buffett's Berkshire Hathaway exits GM,
Activision bets in Q3Ray Dalio's Bridgewater boosts stakes in 3M, Best Buy,
exits Apple, Shopify

Nov 15

6 min 40 sec




--------------------------------------------------------------------------------

Solid Biosciences gets FDA okay for DMD trial
Wall Street Breakfast

Solid Biosciences (SLDB) gets FDA okay for clinical testing of DMD gene therapy.
(00:26) Chevron (CVX) reviewing options for Texas Haynesville shale assets -
Reuters. (02:01) U.S. House clears stopgap spending bill to avoid government
shutdown, Senate vote next. (02:53) 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.Show links: Biggest stock movers
today: JD.com, Arcturus Therapeutics and moreChina reset? Big business, Biden
set to meet with Xi JinpingWall Street’s 20 most overbought stocksC3.ai soars on
expansion of AWS deal focused on generative AI

Nov 15

6 min 56 sec




--------------------------------------------------------------------------------

Markets say job done on Fed hikes with cool CPI
Wall Street Breakfast

Stocks jump, yields sink on tame retail inflation report. (0:15) Traders now see
first interest rate cut in May. (2:00) YouTube to require disclosure on AI
video. (3:54) 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.Show NotesTop 10 most and least shorted stocks by
hedge fundsHome Depot tops estimates even as customers opt for smaller
projectsCanadian Solar sinks after Q3 miss; Q4 sales guidance far below
consensus

Nov 14

5 min 37 sec




--------------------------------------------------------------------------------

Teck Resources sells coal business
Wall Street Breakfast

Teck Resources (TECK) to sell coal business to Glencore (GLNCY). (00:21) Bayer
(BAYRY) pulling lymphoma drug from US market over failed study. (01:39) Boeing
(BA) expands factory to boost output of Patriot missile sensors. (02:19)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.Show links: Biggest
stock movers today: Fisker, Snap, Beauty Health Company and moreConsumer price
index expected to slow in October; core inflation seen stallingIndex investing
has created the most massive misallocation of capital in history – Cathie
WoodU.S. probes ~100 tankers for suspected violations of Russia oil sanctions -
Reuters

Nov 14

7 min 18 sec




--------------------------------------------------------------------------------

Get ready for the new tech bull market
Wall Street Breakfast

Wedbush analyst Dan Ives picks Apple as the leader for tech in 2024. (0:15)
Exxon plans to become a leading producer of lithium for the EV sector. (1:48)
Stock and bond markets are now punishing zombie companies. (3:04)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.Show NotesAlphabet
ditches Robinhood stake, filing showsTyson Foods falls 6% after guiding for flat
revenue in FY24Ford workers in Louisville vote against new labor deal

Nov 13

4 min 17 sec




--------------------------------------------------------------------------------

China reportedly eyes Boeing 737 MAX deal
Wall Street Breakfast

China may end Boeing (BA) freeze with 737 MAX deal - Bloomberg. (00:23) OpenAI
pursues more Microsoft (MSFT) money to build 'magic intelligence in the sky'.
(01:25) Ajinomoto (AJINF) to acquire Forge Biologics in an all-cash deal.
(03:00)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.Show links: Biggest stock movers today: Boeing,
StoneCo and moreApple is working on generative AI. Morgan Stanley shares how it
could monetize itEarnings Week Ahead: Walmart, Home Depot, Target, Alibaba,
Cisco and moreUBS sees pickup in mergers and acquisitions next yearMoody's cuts
United States credit outlook to negative, reaffirms ratings

Nov 13

6 min 31 sec




--------------------------------------------------------------------------------

Catalyst Watch: CPI outlook, Vegas strike averted
Wall Street Breakfast

Catalyst watch for the week of November 12. Seeking Alpha Senior Executive
Editor Kim Khan on what to expect when CPI is released on Tuesday. (00:21) Julie
shares the latest analysis on three retailers set to report earnings including
Home Depot (HD), Target (TGT) and Walmart (WMT). (02:20) They also discuss the
strike that was averted in Las Vegas ahead of major events. (03:43)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.Show links:Catalyst
Watch: Walmart earnings, DraftKings event, REITworld, OPEC update and another
CPI nail-biterIs Home Depot A Wise Investment Choice Amid Inflation SurgeTarget:
A Value Trap, The Sell-Off Should AccelerateWalmart: Strategy, Stability And
Innovation In A Single Package

Nov 11

8 min 43 sec




--------------------------------------------------------------------------------

Investors continue to punish earnings stumbles
Wall Street Breakfast

Execution is critical when investors get high yields in bonds and cash. (0:15)
Consumer are feeling the inflation pinch again. (2:31) Will global instability
bring buying opportunities? (5:21)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.Show NotesDividend Roundup: Exxon Mobil, Kroger,
Waste Management, Devon Energy, and moreThe Trade Desk's weak outlook causes
Wall Street to defend; shares plungePlug Power plunges as losses mount, hit by
'unprecedented supply challenges'

Nov 10

6 min 11 sec




--------------------------------------------------------------------------------

DBV’s toddler peanut allergy therapy shows positive results
Wall Street Breakfast

DBV reports positive Phase 3 data for peanut allergy therapy in toddlers.
(00:26) Meta (META) eyes return to China with Tencent (TECHY) deal to sell VR
headsets. (01:28) BlackRock (BLK) plans to create ethereum (ETH-USD) ETF, Nasdaq
filing shows. (02:15)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.Show links: Biggest stock movers today: Unity
Software, The Trade Desk and moreMeta, Amazon debut feature to shop directly
from Facebook and Instagram adsICBC, China's largest bank, said to be hit by
ransomware attackHawaiian Electric to delay quarterly filings, citing potential
lawsuitsBig tech stocks should continue to perform better than the whole S&P 500
into 2024

Nov 10

6 min 46 sec




--------------------------------------------------------------------------------

DraftKings made a play for 888
Wall Street Breakfast

DraftKings reportedly held talks with 888 for an all-stock deal. (0:15) Tesla
gets a Sell-equivalent from HSBC on deadlines, Elon Musk risk. (1:44)
Magnificent 7 stock ownership hits 'critical mass.' (3:41) 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.Show NotesDisney drives higher
as analysts (mostly) applaud resultsAnheuser-Busch InBev lands buy rating from
HSBC with global business getting strongerMorgan Stanley wealth management arm
under Fed probe over due diligence lapses

Nov 9

5 min 13 sec




--------------------------------------------------------------------------------

Actors, studios reach tentative deal
Wall Street Breakfast

Actors, studios reach tentative agreement to end strike - reports. (00:26)
'Barbenheimer' boosts AMC Q3 results, but concerns remain over debt, Q4 box
office. (01:41) Eli Lilly (LLY) extends expiration of tender offer to acquire
Point Biopharma (PNT). (03:15)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.Show links: Biggest stock movers today: Disney,
Twilio, Arm Holdings and moreDisney earnings call: Focusing streaming, paving
ESPN's futureB&G Foods sells Green Giant vegetable product line to Seneca
FoodsGM's Cruise recalls 950 driverless cars after production halt

Nov 9

7 min 20 sec




--------------------------------------------------------------------------------

Illegal tobacco. legal pot
Wall Street Breakfast

The U.K. goes ahead with phasing out legal cigarettes and Ohio legalizes
marijuana. (0:15) Warner Bros. Discovery plunges despite 'Barbie.'(2:36) Grand
Theft Auto VI hype gears up. (3:22)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.Show NotesTop 10 exchange traded fund inflow
leaders of 2023Robinhood stock slides on Q3 revenue miss, expense guidanceRoblox
surges as Q3 results top estimates; will give guidance starting next year

Nov 8

5 min 22 sec




--------------------------------------------------------------------------------

Credit card debt hits new record
Wall Street Breakfast

Credit card debt hits new record, delinquencies rise most among millennials.
(00:23) CarGurus (CARG) to fully acquire online car dealership CarOffer for
$75M. (01:27) Virgin Galactic (SPCE) cuts jobs to support Delta spaceship
production. (02:04)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.Show links: Biggest stock movers today: Rivian,
Robinhood, Upwork and moreWall Street’s top 10 growth stocks according to SA
Quant RatingsJ.M. Smucker forms new strategic business area, makes changes to
leadership teamPG&E files for federal extension of Diablo Canyon power plant
operations

Nov 8

6 min 30 sec




--------------------------------------------------------------------------------

A recession is happening if you look at banks
Wall Street Breakfast

Tighter lending standards signal the downturn. (0:15) Celsius says it's the top
energy drink on Amazon. (1:57) Barclays says there's more pain to come for
office real estate. (3:00)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.Show NotesChart: Recession probability vs.
SLOOSUber in charts: Double-digit growth for total gross bookings, active
customers and tripsTop 7 tech stocks with even more growth opportunity

Nov 7

4 min 30 sec




--------------------------------------------------------------------------------

WeWork files for Chapter 11
Wall Street Breakfast

WeWork (WE) files for Chapter 11 bankruptcy protection. (00:23) Lucid Group
(LCID) is the latest electric vehicle maker to move to NACS charging standard.
(01:12) GM, Cruise to hit brakes on Origin robotaxi production as safety woes
mount. (02:00)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.Show links: Biggest stock movers today: Alteryx,
TripAdvisor and moreVMware collaborates with Intel to unlock private AI
everywhereKinder Morgan to buy NextEra Partners' south Texas assets in ~$1.8B
dealOMV, Abu Dhabi near deal to form €30B chemical giant - Bloomberg

Nov 7

6 min 2 sec




--------------------------------------------------------------------------------

Short selling ban
Wall Street Breakfast

South Korea halts shorting stocks until June. (0:15) DISH Network tumbles as CEO
departs (2:48) The U.S. is closer to a recession than you think. (4:07)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.Show NotesBerkshire
Hathaway Q3 earnings rise 41% Y/Y, cash holdings jump to $157BDisney taps
longtime PepsiCo exec as new finance chiefBumble CEO stepping down, to be
replaced by Salesforce exec

Nov 6

5 min 16 sec




--------------------------------------------------------------------------------

Epic Games v. Google
Wall Street Breakfast

Fortnite maker Epic Games takes Google (GOOG) (GOOGL) to court over antitrust
claims. (00:23) Palo Alto Networks (PANW) close to buying Talon Cyber Security
for $600M-$700m - report. (01:54) Elon Musk unveils Grok AI bot with real-time
access to X data to rival ChatGPT. (02:36)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.Show links: Berkshire Hathaway
Q3 earnings rise 41% Y/Y, cash holdings jump to $157BOil edges up after Saudi
Arabia, Russia stick to production cutsSilicon Valley Bank was not a one-off,
many more banks will fail - Duke professor

Nov 6

6 min 9 sec




--------------------------------------------------------------------------------

An extremely important week of data; understanding technical analysis
Wall Street Breakfast

Matthew Tuttle and Rob Isbitts discuss this week's extremely important data
(0:10). T-Bills yielding over 5%, quickly changing sentiment and market
technicals (3:00). Monster-size US debt (7:20).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.Show links:Tuttle Capital
ManagementRob Isbitts, Sungarden Investment PublishingWall Street Breakfast: The
Week AheadWall Street Breakfast: What Moved MarketsRate Watching And Why The
Bond Market Matters

Nov 5

11 min 47 sec




--------------------------------------------------------------------------------

Catalyst Watch: Is consumer sentiment just another data point in the mix?
Wall Street Breakfast

Catalyst watch for the week of November 5. Seeking Alpha Senior Executive Editor
Kim Khan on a quiet week ahead on the macro-front and why consumer sentiment is
just like any other poll. (00:21) Julie gives a brief earnings preview of Disney
(DIS). (03:10) They also discuss Disney acquiring Comcast’s (CMCSA) stake in
Hulu and the Six Flags (SIX), Cedar Fair (FUN) merger. (04:57)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.Show links:Hulu's
valuation still up in the air as Disney to buy Comcast stakeSix Flags, Cedar
Fair ride higher amid upgrades at Citi, B Riley on merger hopesUber, Lyft seen
having strong Q3 results, though with lower multiples - UBS

Nov 4

9 min 25 sec




--------------------------------------------------------------------------------

Jobs and wages weakening
Wall Street Breakfast

There are signs of a loosening labor market that the Fed will like. (0:15) The
10-year Treasury yield tumbles again. (1:40) Will AI eliminate every job?
(3:19)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.Show NotesBanks at 80-year low vs. S&P 500 and
tech is at an all time highReading Wall Street Research Like A ProThe Las Vegas
Strip is a week away from its biggest worker strike in history

Nov 3

5 min 28 sec




--------------------------------------------------------------------------------

Sam Bankman-Fried found guilty
Wall Street Breakfast

Sam Bankman-Fried found guilty on all seven criminal counts. (00:23) Apple
(AAPL) slips even as Q4 sales top estimates. (01:59) Amazon (AMZN) to shut
apparel stores to focus on grocery business. (03:03)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.Show links: Biggest stock movers
today: Apple, Block, Digital Ocean and moreElon Musk warns AI will make all jobs
obsolete at some pointBroadcom CEO met with Chinese officials over weekend amid
VMware deal - report (update)Novo Nordisk says ~80% of insured U.S. patients pay
less than $25 for Wegovy

Nov 3

6 min 43 sec




--------------------------------------------------------------------------------

The Everything Is Awesome trade appears
Wall Street Breakfast

Stocks are off the the races and yields sink as market looks to move past the
Fed. (0:15) U.S. productivity saw the highest non-COVID acceleration since 2009.
(1:25) Palantir Technologies (PLTR) rallies post-results. (2:51)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.Show NotesReading
Wall Street Research Like A ProGoldman Sachs' 25 'conviction list' stocks to
buyStarbucks rallies after comparable sales, margins shine in FQ4

Nov 2

5 min 35 sec




--------------------------------------------------------------------------------

Disney to acquire Comcast’s Hulu stake
Wall Street Breakfast

Disney (DIS) expects to pay Comcast (CMCSA) $8.61B by Dec. 1 for Hulu. (00:27)
Cedar Fair (FUN), Six Flags (SIX) gain amid reports of potential merger. (01:55)
Live Nation (LYV) falls amid report DOJ probing deals with artists, venues
-report. (02:52)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.Show links: Biggest stock movers today: Qualcomm,
PayPal, Roku, Fastly and moreGoldman Sachs' 25 'conviction list' stocks to
buyRayonier targets $1B in asset sales as part of a plan to improve shareholder
valueEtsy falls after macro backdrop impacts the retailer's outlook for the
holiday quarter

Nov 2

6 min 19 sec




--------------------------------------------------------------------------------

Is the Fed done after second straight pause?
Wall Street Breakfast

The FOMC keeps rates steady at 5.25%-5.5%. (0:15) Jay Powell says the questions
is 'should we hike more?' (1:20) Atlanta GDP Now forecast for Q4 tumbles on weak
manufacturing. (0:59)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.Show NotesISM Manufacturing unexpectedly falls in
October as demand stays softU.S. Treasury boosts quarterly refunding to $112B of
securities

Nov 1

4 min 54 sec




--------------------------------------------------------------------------------

Bayer hit with $332M verdict in Roundup trial
Wall Street Breakfast

Bayer (BAYRY) slapped with $332M jury verdict in Roundup cancer trial. (00:29)
Real estate stocks slump amid report NAR, brokerages guilty of collusion.
(01:32) WeWork (WE) poised to file for Chapter 11 bankruptcy next week - report.
(02:38)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.Show links: Biggest stock movers today: Paycom
Software, CRISPR Therapeutics and moreCRISPR, Vertex gene editing therapy gets
warm response from FDA panelGenerative AI in 'very early days' for software
giants like Microsoft, Salesforce - Deutsche BankU.S. automakers oppose
Cleveland-Cliffs bid for U.S. Steel - reportTesla eyes producing 200,000
Cybertrucks annually - Elon Musk

Nov 1

7 min 23 sec




--------------------------------------------------------------------------------

Apple's scary fast Macs get a shrug from Wall Street
Wall Street Breakfast

Analysts say timing Mac announcement right before earnings is odd. (0:15)
Stanley Druckenmiller slams Janet Yellen. (3:04) Morgan Stanley stands firm with
prediction of S&P drop to close out year. (5:25)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.Show NotesU.S. chip curbs put
Nvidia's $5B of China orders at riskCaterpillar’s stock falls amid investor
concerns about future growthPfizer posts rare topline miss in Q3 amid COVID
cliff

Oct 31

6 min 33 sec




--------------------------------------------------------------------------------

Albemarle, lithium names slump on supply-demand impact
Wall Street Breakfast

Albemarle (ALB), lithium names plunge as supply storm merges with weakening
demand. (00:25) SolarWinds (SWI), chief information security officer charged
with fraud by SEC. (01:52) Jabil (JBL) to produce, sell Intel's (INTC) silicon
photonics components. (02:48)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.Show links: Biggest stock movers today: BP,
Pinterest, Lattice Semiconductor and moreApple takes wraps off 'scary fast' Macs
with M3 chipsSpirit Airlines plunges as investors hope for settlement with DOJ
over JetBlue fadesX is now worth less than half of what Elon Musk paid to buy
TwitterBiden's Alaska oil plan seen as major threat to future drilling -
Bloomberg

Oct 31

6 min 20 sec




--------------------------------------------------------------------------------

White House issues AI order
Wall Street Breakfast

The executive order establishes standards for safety and security. (0:15) Will
Treasury refunding overshadow the Fed. (1:50) McDonald's (MCD) tops profit and
sales forecasts. (3:21)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.Show NotesSkeptical of a recession? Goldman likes
beaten-down cyclical stocksOn Semiconductor drops as fourth quarter forecasts
miss estimatesG7 economies to agree on AI guiding principles for companies -
report

Oct 30

6 min 9 sec




--------------------------------------------------------------------------------

G7 to embrace AI principles-report
Wall Street Breakfast

G7 economies to agree on AI guiding principles for companies - report. (00:27)
UAW reaches tentative agreement with Stellantis (STLA), expands strike against
GM. (01:57) Boeing (BA) weighing ransomware threat from hackers. (03:10)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.Show links: Biggest
stock movers today: Coherus BioSciences, ArcelorMittal and moreHSBC net profit
more than triples in Q3; $3B stock buyback plannedCiti explores a Disney
trade-off: ABC and India for HuluEvergrande gets last chance for debt deal to
avert liquidation; stock hits record low

Oct 30

7 min 26 sec




--------------------------------------------------------------------------------

Catalyst Watch: Hershey lead, cocoa worries ahead of holidays
Wall Street Breakfast

Catalyst watch for the week of October 29. Seeking Alpha Senior Executive Editor
Kim Khan on the 2-day FOMC meeting. (00:21) Julie gives a brief earnings preview
of McDonald’s (MCD), Starbucks (SBUX), and Eli Lilly (LLY). (03:35) They also
discuss Hershey (HSY), the consumer report about lead levels in its products,
the impact of the price of cocoa, whether the company should be concerned about
weight loss drugs and the upcoming holiday season. (04:53) Hot topic: Kim’s Wall
Street Halloween costume ideas. (07:13)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.Show links:Catalyst Watch: Apple
earnings, Fed policy meeting, jobs reportEli Lilly: The GLP-1 Opportunity, While
Increasingly Recognized, Is Vastly UnderestimatedMcDonald’s Q3 earnings on deck,
what to expectBrewing Up Profits: Starbucks' Q4 Earnings Preview

Oct 28

9 min 5 sec


















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