Wall Street Breakfast

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Smoking and driving get earnings applause Oct 22, 2024

Show notes

Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)
Show Notes
Goldman's top high dividend yield and growth stocks
Walmart adds same-day prescription delivery service
Episode transcripts: seekingalpha.com/wsb
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Cheesecake Factory jumps after activist calls for split Oct 22, 2024

Show notes

Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ZION, BOOM, and more
Gold racks up another record; banks see gold's rise running into 2025
RH corrects post-pandemic errors to own luxury category - analyst
Dropping dimes: Nike signs long-term extension with the NBA and WNBA
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Ferrari unveils first new supercar in a decade Oct 21, 2024

Show notes

With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)
Show Notes
Highly shorted Spirit Airlines is on watch after its debt refinancing deal
Lumen, Meta announce partnership to expand AI network
Episode transcripts: seekingalpha.com/wsb
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Perplexity AI targets $8B valuation in new funding Oct 21, 2024

Show notes

AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: BA, SAVE, and more
Some Apple employees believe it's 2 years behind in AI development: Bloomberg
Honeywell forecast shows increased demand for new business jets
Saudi Arabia's United Electronics plans IPO for finance unit
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Here come Tesla earnings Oct 20, 2024

Show notes

Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56)
Show Notes
UBS upgrades view on U.S. stocks to attractive - here are its top picks
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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Netflix global memberships maintain double-digit growth Oct 18, 2024

Show notes

Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NFLX, ISRG, and more
History says the stock market's bull run could keep going for years – Carson’s Detrick
Janet Yellen warns Trump's proposed tariffs would reignite inflation
Nvidia's smothering market share leads BofA to raise EPS estimate
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Retail sales bolster the case for no recession Oct 17, 2024

Show notes

The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law on meal vouchers. (3:41)
Show Notes
Investors should add to small- and mid-cap stocks because of valuations, Fed’s outlook
ECB delivers another 25 bps interest rate cut
Episode transcripts: seekingalpha.com/wsb
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Expedia gains on Uber takeover report Oct 17, 2024

Show notes

Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28) Be our guest....for a hefty price: Disney (DIS) offering Lightning Lane Premier Pass. (02:19)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, NOK, and more
Oklo, NuScale Power hit all-time highs on Amazon's plans to go big on nuclear
BlackBerry shows plan to return to profitability next year at investor day
No more shrinkflation? PepsiCo says it will add more potato chips to some bags
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