Wall Street Breakfast

Latest Episodes:

Southwest Airlines grounds workforce to match capacity Nov 12, 2024

Show notes

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: LYV, GRAB, and more
Baidu unveils AI smart glasses, text-to-image generator at annual event - report
Bitcoin nears $90,000, ETFs see record inflows as institutional demand swells
American Homes 4 Rent upped to Outperform at Evercore on higher mortgage rates
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Nvidia gets a big vote of confidence Nov 11, 2024

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Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)
Show Notes
Monolithic Power Systems tumbles as Blackwell allocation 'at risk'
Episode transcripts: seekingalpha.com/wsb
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Crypto stocks mining gains premarket Nov 11, 2024

Show notes

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)
Episode transcripts seekingalpha.com/wsb.
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Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and more
Firefox turns 20: Can Mozilla return to its previous heights?
Wall Street picks for bank stocks after Trump's victory include Capital One, PNC
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Traders brace for latest inflation data Nov 10, 2024

Show notes

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)
Show Notes
Wells Fargo’s Growth List
Dividend Roundup
Russia mulling mega oil merger
Episode transcripts: seekingalpha.com/wsb
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It pays to be a bull Nov 09, 2024

Show notes

Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
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Great expectations: Earnings guidance, Fed cuts Nov 08, 2024

Show notes

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.
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Wendy's enlists Palantir's AI to keep up with Frosty demand
Chips mostly rise as earnings fly in; Qualcomm gives up gains
Asian markets mixed after Fed's expected rate cut
Episode transcripts: seekingalpha.com/wsb
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Fed chief Powell has his 'I'm not leaving' moment Nov 07, 2024

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Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32)
Show Notes
Goldman Sachs sticks to 9% S&P 500 gain forecast for next 12-months
Episode transcripts: seekingalpha.com/wsb
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