Wall Street Breakfast

Latest Episodes:

Investors try to focus on fundamentals on Election Day Nov 05, 2024

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So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)
Show Notes
Midcap stocks with ‘significant scope’ for upside
ADM postpones Q3 earnings to amend results amid more accounting errors
Dollar Tree faces another challenge after its CEO steps down
Episode transcripts: seekingalpha.com/wsb
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Debt weighs on voters on Election Day Nov 05, 2024

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SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: CLF, PLTR, and more
Wynn Resorts falls after Macau revenue misses the consensus expectation
Goodyear cost savings initiative keeps profits intact despite drop in tire sales
Palantir leaps after crushing estimates due to its popular AI tools
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Viking weight loss pill sees positive early data Nov 04, 2024

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Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47)
Show Notes
Marriott's full year outlook lowered again on sluggish Chinese markets
Episode transcripts: seekingalpha.com/wsb
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Nissan, Mitsubishi to form robotaxi, EV battery JV Nov 04, 2024

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Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: NVDA, DJT, and more
Election-proof Walmart is tipped to see gains amid market uncertainty
OPEC+ delays 2.2M barrel-per-day increase until end of December
Earnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and more
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Election Day anticipation Nov 03, 2024

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How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)
Show Notes
Here's how to invest for a Trump or Harris presidency
Episode transcripts: seekingalpha.com/wsb
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Boeing aims to land union deal…again Nov 01, 2024

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Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: AMZN, INTC, and more
Sony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contracts
Carvana shares defy gravity, but is the stock's valuation justified?
S&P 500 October winners and losers: United Air soars, Qorvo craters
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Stocks get a Halloween tech scare Oct 31, 2024

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Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)
Show Notes
Call overwriting and call buying opportunities within the Russell 1000
Put underwriting and put buying opportunities within the Russell 1000
Peloton appoints Apple Fitness+ co-founder as CEO
Episode transcripts: seekingalpha.com/wsb
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Starbucks brews a comeback, ditches non-dairy upcharges Oct 31, 2024

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Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: MSFT, META, and more
Elon Musk ordered to attend hearing in Philadelphia over $1M voter giveaway
Key takeaways from Meta's Q3 earnings, amid flat stock reaction
This is how investors should allocate their money in election years: SA’s Steven Cress
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Super Micro Computer plunges as its auditor quits Oct 30, 2024

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Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)
Show Notes
AMD's results were solid. Why Wall Street wanted more.
Shake Shack rallies to a new 52-week high after strong earnings
Robotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a week
Episode transcripts: seekingalpha.com/wsb
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Reddit gets an upvote from investors Oct 30, 2024

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