Wall Street Breakfast

Latest Episodes:

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.
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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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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.
Show links:
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.
Show links:
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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