Wall Street Breakfast

Latest Episodes:

Softbank CEO says Nvidia is undervalued Oct 29, 2024

Show notes

Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)
Show Notes
The most overbought and oversold global assets
PayPal stock slips after Q3 revenue misses
Episode transcripts: seekingalpha.com/wsb
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Microsoft accuses Google of shadow campaigns Oct 29, 2024

Show notes

Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: F, VFC, and more
US Treasury Department finalizes rule curbing tech investments in China
JPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reports
Starbucks threatens to fire employees who don't return to office: Bloomberg
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Robinhood rolls out election betting Oct 28, 2024

Show notes

Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)
Show Notes
Hedge funds are a lot more skittish for this round of Magnificent 7 earnings
Boeing looks to raise up to $19 billion in share offering
Episode transcripts: seekingalpha.com/wsb
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Volkswagen readies $4.3B cost-cutting plan Oct 28, 2024

Show notes

Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PHG and DJT
Oil futures slide as fears of supply disruptions ease after Israel's strike on Iran
SA Asks: Which tech stocks could rise or fall on a Harris win?
Boeing plans to raise over $15 billion as early as Monday - report
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Earnings from Apple, Amazon, Google, Microsoft and Meta Oct 27, 2024

Show notes

Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)
Show Notes
The most overweight stocks in ESG funds
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Capri tanks on blocked Tapestry deal Oct 25, 2024

Show notes

Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)
Episode transcripts seekingalpha.com/wsb.
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Berkshire Hathaway's Warren Buffett won't endorse political candidates
Steel union president trying to persuade members on opposition to Nippon Steel deal - Bloomberg
DigitalBridge said to weigh sale of Brazilian hyperscale data center firm Scala
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Labor market keeps defying the doomsayers Oct 24, 2024

Show notes

Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)
Show Notes
Societe Generale’s global nuclear-exposed picks as capacity increases
UPS rallies after solid earnings into the holiday season; FedEx also higher
Episode transcripts: seekingalpha.com/wsb
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Boeing workers reject contract, strike continues Oct 24, 2024

Show notes

Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSLA, IBM, and more
T-Mobile US delivers robust results, forecast on continued subscriber strength; shares rise
Frontier's biggest holder hires adviser to evaluate sale to Verizon - Bloomberg
The U.S. debt: How annual deficits pile up to a $35T-plus total
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Boeing loses $6 billion Oct 23, 2024

Show notes

Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)
Show Notes
Paul Tudor Jones on inflation hedges: Long gold, bitcoin, commodities
AT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares rise
Episode transcripts: seekingalpha.com/wsb
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McDonald’s shares dip on E. coli outbreak Oct 23, 2024

Show notes

What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: SBUX, MCD, QCOM, and more
Meta wins lawsuit dismissal over child safety allegations - report
Arm to cancel chip design license deal with Qualcomm over contract dispute - report
Oil industry averts Gulf of Mexico shutdown as judge extends environmental review deadline
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