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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
Transcripts: seekingalpha.com/wsb
Wall Street Breakfast
Wall Street Breakfast
8 SEP 2024 · Apple's iPhone 16 event will be closely watched for https://seekingalpha.com/article/4719611-stock-to-watch-include-apple-oracle-gamestop-and-rocket-companies?source=wsb_podcast:the_iphone_enters_the_ai_era. (0:17) The August CPI will likely determine how much the https://seekingalpha.com/news/4147806-goldman-sees-fed-base-case-for-25bp-rate-cut-in-speeches-by-bank-leaders-waller-williams?source=wsb_podcast:the_iphone_enters_the_ai_era. (3:41) GameStop sees elevated options activity ahead of earnings. (5:48)
Show Notes
https://seekingalpha.com/news/4147407-50-stocks-to-invest-during-the-bull-steepening-part-1?source=wsb_podcast:the_iphone_enters_the_ai_era
https://seekingalpha.com/news/4147408-50-stocks-to-invest-during-the-bull-steepening-part-2?source=wsb_podcast:the_iphone_enters_the_ai_era
https://seekingalpha.com/news/4147865-elon-musks-ai-startup-is-said-to-discuss-revenue-sharing-with-tesla?source=wsb_podcast:the_iphone_enters_the_ai_era
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:the_iphone_enters_the_ai_era
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:verizon_buys_frontier_for_20_billion
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:the_iphone_enters_the_ai_era and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:the_iphone_enters_the_ai_era.
6 SEP 2024 · 7-Eleven owner Seven & i (SVNDY) rejects https://seekingalpha.com/news/4147556-7-eleven-owner-seven-i-rejects-alimentation-couche-tard-buyout-bid?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers https://seekingalpha.com/news/4147531-intel-considers-selling-more-of-its-stake-in-mobileye-report?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer of its stake in Mobileye (MBLY): report. (01:08) Toyota (TM) plans https://seekingalpha.com/news/4147558-toyota-plans-30-cut-to-2026-global-ev-output-report?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer to 2026 global EV output - report. (02:15)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer.
Show links:
https://seekingalpha.com/news/4147559-biggest-stock-movers-today-avgo-path-and-more?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer
https://seekingalpha.com/news/4147441-red-lobster-survives-bankruptcy-with-544-locations-still-operating?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer
https://seekingalpha.com/news/4147554-larry-ellison-paramount-skydance-deal?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer
https://seekingalpha.com/news/4147423-septembers-rocky-start-isnt-necessarily-a-harbinger-for-the-rest-of-2024-bmo-says?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:7_eleven_rejects_39b_circle_k_offer.
5 SEP 2024 · Verizon will https://seekingalpha.com/news/4147146-verizon-to-acquire-frontier-communications-in-20b-all-cash-deal?source=wsb_podcast:verizon_buys_frontier_for_20_billion in cash, but could face regulatory problems. (0:15) Unit https://seekingalpha.com/news/4147253-q2-productivity-revised-up-to-25-labor-cost-revised-down-to-04?source=wsb_podcast:verizon_buys_frontier_for_20_billion show wage inflation cooling more. (1:39) Chinese EV makers rally on https://seekingalpha.com/news/4147166-chinese-ev-stocks-gain-after-nio-reports-strong-sales-margin-improvement?source=wsb_podcast:verizon_buys_frontier_for_20_billion. (2:36)
Show Notes
https://seekingalpha.com/news/4146992-bofas-global-contenders-and-defenders-list?source=wsb_podcast:verizon_buys_frontier_for_20_billion
https://seekingalpha.com/news/4147133-tesla-set-for-fsd-rollout-in-china-and-europe-rollout-by-q1-2025?source=wsb_podcast:verizon_buys_frontier_for_20_billion
https://seekingalpha.com/news/4147316-ism-services-stays-strong-in-august-topping-consensus?source=wsb_podcast:verizon_buys_frontier_for_20_billion
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:verizon_buys_frontier_for_20_billion
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:verizon_buys_frontier_for_20_billion and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:verizon_buys_frontier_for_20_billion.
5 SEP 2024 · https://seekingalpha.com/news/4147057-golf-spinoff-topgolf-and-callaway-to-trade-as-separate-businesses?source=wsb_podcast:topgolf_callaway_to_go_solo: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new https://seekingalpha.com/news/4147125-beyond-meat-new-steak-alternative?source=wsb_podcast:topgolf_callaway_to_go_solo to revive demand - report. (01:14) Jeep (STLA) to https://seekingalpha.com/news/4147134-jeep-to-cut-production-of-wranglers-and-grand-cherokees-report?source=wsb_podcast:topgolf_callaway_to_go_solo of Wranglers and Grand Cherokees - report. (02:03)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:topgolf_callaway_to_go_solo.
Show links:
https://seekingalpha.com/news/4147132-biggest-stock-movers-today-ftv-chpt-ai-and-more?source=wsb_podcast:topgolf_callaway_to_go_solo
https://seekingalpha.com/news/4147133-tesla-set-for-fsd-rollout-in-china-and-europe-rollout-by-q1-2025?source=wsb_podcast:topgolf_callaway_to_go_solo
https://seekingalpha.com/news/4147128-qualcomm-samsung-google-mixed-reality-smart-glasses?source=wsb_podcast:topgolf_callaway_to_go_solo
https://seekingalpha.com/news/4146974-us-steel-plunged-on-report-biden-preparing-to-block-nippon-steel-deal?source=wsb_podcast:topgolf_callaway_to_go_solo
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:topgolf_callaway_to_go_solo and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:topgolf_callaway_to_go_solo.
4 SEP 2024 · Markets price in 50% chance of half-point rate cut https://seekingalpha.com/news/4146819-job-openings-weaken-more-than-expected-in-july. (0:16) Nvidia is in https://seekingalpha.com/news/4146639-nvidia-is-now-in-bear-territory-after-near-300b-wipeout-goldman-sachs but could catch https://seekingalpha.com/news/4146531-intel-dow-index-potential-replacement-nvidia-texas-instruments. (1:59) Nordstrom family https://seekingalpha.com/news/4146675-nordstrom-family-offers-to-buy-retailer-for-23-a-share for namesake chain. (3:55)
Show Notes
https://seekingalpha.com/news/4146309-35-green-energy-stocks-for-a-new-era-of-profitability-citi
https://seekingalpha.com/news/4146629-dollar-tree-tumbles-after-weak-guidance-dollar-general-and-five-below-also-drop
https://seekingalpha.com/news/4146709-google-expected-to-appear-next-week-for-antitrust-trial-related-to-ad-business-practices
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:layoffs_put_a_bigger_fed_cut_back_in_play
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:layoffs_put_a_bigger_fed_cut_back_in_play and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:layoffs_put_a_bigger_fed_cut_back_in_play.
4 SEP 2024 · US Steel (X) to https://seekingalpha.com/news/4146525-us-steel-to-remain-american-prioritize-us-steel-demands-nippon-steel?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames https://seekingalpha.com/news/4146516-snap-ceo-blames-slow-advertising-business-for-stock-underperformance?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american business for stock underperformance. (01:44) https://seekingalpha.com/news/4146518-molson-coors-ends-diversity-policies?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american: Molson Coors drops diversity policies. (02:51)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american.
Show links:
https://seekingalpha.com/news/4146533-biggest-stock-movers-today-nvda-zs-and-more?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american
https://seekingalpha.com/news/4146306-airbnb-urges-nyc-officials-to-overturn-laws-restricting-short-term-rentals?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american
https://seekingalpha.com/news/4146485-musks-starlink-says-it-is-complying-with-brazils-order-to-block-x?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american
https://seekingalpha.com/news/4146494-justice-department-to-drop-censorship-efforts-against-social-media?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american
https://seekingalpha.com/news/4146531-intel-dow-index-potential-replacement-nvidia-texas-instruments?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:nippon_steel_assures_us_steel_to_remain_american.
3 SEP 2024 · CEO hits out against a short thesis and says 10-K delay https://seekingalpha.com/news/4146168-super-micro-ceo-addresses-financial-delay-short-seller-statements-in-new-letter?source=wsb_podcast:super_micro_ceo_speaks_out customers. (0:16) Tesla's robotaxi goes https://seekingalpha.com/news/4146028-tesla-picks-hollywood-movie-lot-for-the-location-of-its-robotaxi-reveal?source=wsb_podcast:super_micro_ceo_speaks_out. (3:39) Goldman loves https://seekingalpha.com/news/4146019-go-for-gold-goldman-sachs-says-keeps-bullish2700oz-target-for-early-2025?source=wsb_podcast:super_micro_ceo_speaks_out. (4:29)
Show Notes
https://seekingalpha.com/news/4146100-jpmorgan-cut-to-hold-bofa-and-wells-fargo-raised-to-buy-at-deutsche-bank?source=wsb_podcast:super_micro_ceo_speaks_out
https://seekingalpha.com/news/4146035-novo-nordisk-warns-of-continued-ozempic-shortage-in-q4?source=wsb_podcast:super_micro_ceo_speaks_out
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:super_micro_ceo_speaks_out
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:super_micro_ceo_speaks_out and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:super_micro_ceo_speaks_out.
3 SEP 2024 · Brazil https://seekingalpha.com/news/4145991-brazil-telecom-regulator-elon-musk-starlink-x?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German https://seekingalpha.com/news/4145927-volkswagen-says-german-plant-closures-are-possible?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute are possible. (02:06) General Motors (GM) Ecuador factory to https://seekingalpha.com/news/4145990-general-motors-ecuador-factory-to-shut-shop-report?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute - report. (02:43)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute.
Show links:
https://seekingalpha.com/news/4146014-biggest-stock-movers-today-u-ba-and-more?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute
https://seekingalpha.com/news/4145945-kamala-harris-expected-to-say-us-steel-should-remain-independent?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute
https://seekingalpha.com/news/4145901-huawei-to-unveil-new-phone-hours-after-apples-marquee-event-for-iphone-in-september?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute
https://seekingalpha.com/news/4145985-activist-elliott-crosses-threshold-to-call-for-southwest-airlines-special-meeting-reuters?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:brazil_takes_aim_at_starlink_over_x_dispute.
1 SEP 2024 · A weak August https://seekingalpha.com/article/4718250-spotlight-on-jobs-report-us-auto-sales-dollar-store-drama-and-citi-tmt-conference?source=wsb_podcast:labor_day_week_all_about_jobst could put a half-point Fed cut back in play. (0:17) Chinese EV makers report https://seekingalpha.com/news/4145787-byd-notches-another-record-sales-volume-in-august?source=wsb_podcast:labor_day_week_all_about_jobs. (3:55) https://seekingalpha.com/news/4145736-elon-musk-reacts-brazils-ban-x-takes-effect?source=wsb_podcast:labor_day_week_all_about_jobs starts in Brazil. (5:09)
Show Notes
https://seekingalpha.com/news/4145684-heavily-shorted-stocks-are-not-always-in-distress-s3-partners-analysis-says?source=wsb_podcast:labor_day_week_all_about_jobs
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:labor_day_week_all_about_jobs
https://seekingalpha.com/news/4145287-dividend-roundup-waste-management-deere-company-mcdonalds-lockheed-martin-and-more?source=wsb_podcast:labor_day_week_all_about_jobs
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:labor_day_week_all_about_jobs
Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:labor_day_week_all_about_jobs and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:labor_day_week_all_about_jobs.
30 AUG 2024 · Intel (INTC) said to be https://seekingalpha.com/news/4145365-intel-exploring-options-business-turnaround?source=wsb_podcast:intel_mulls_foundry_split_report including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) https://seekingalpha.com/news/4145255-secureworks-gains-on-report-dell-exploring-sale-of-cybersecutiy-firm?source=wsb_podcast:intel_mulls_foundry_split_report of cybersecurity firm. (01:56) Verizon (VZ) and Skylo to launch https://seekingalpha.com/news/4145256-verizon-and-skylo-to-launch-satellite-messaging-service?source=wsb_podcast:intel_mulls_foundry_split_report service. (03:03)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:intel_mulls_foundry_split_report.
Show links:
https://seekingalpha.com/news/4145373-biggest-stock-movers-today-lulu-dell-ulta-and-more?source=wsb_podcast:intel_mulls_foundry_split_report
https://seekingalpha.com/news/4145359-dogecoin-lawsuit-elon-musk-tesla-win-dismissal-report?source=wsb_podcast:intel_mulls_foundry_split_report
https://seekingalpha.com/news/4145333-ulta-beauty-stock-takes-an-ugly-turn-after-results-and-forecast-miss?source=wsb_podcast:intel_mulls_foundry_split_report
https://seekingalpha.com/news/4145347-jp-morgan-outlines-how-12-asset-classes-perform-depending-on-why-the-fed-cuts-rates?source=wsb_podcast:intel_mulls_foundry_split_report
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:intel_mulls_foundry_split_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:intel_mulls_foundry_split_report.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Information
Author | Seeking Alpha |
Organization | Seeking Alpha |
Kategorien | Business News , Investing |
Website | seekingalpha.com |
[email protected] |
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