Wall Street Breakfast

Latest Episodes:

Shell lowers Q4 outlook, trims LNG output Jan 08, 2025

Show notes

Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Aurora partners with Continental and Nvidia Jan 07, 2025

Show notes

Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).
Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

U.S. adds Tencent, Huawei to Chinese military list Jan 07, 2025

Show notes

U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’
Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Fubo combines with Disney's Hulu + Live TV Jan 06, 2025

Show notes

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)
Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Trudeau’s potential exit lifts Canadian dollar Jan 06, 2025

Show notes

Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Jobs and CES lead another shortened week Jan 05, 2025

Show notes

Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)
Show Notes
Earnings Calendar
Dividend Roundup
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Biden poised to block US Steel deal: report Jan 03, 2025

Show notes

Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?
Find out more about Seeking Alpha's Virtual Analyst Reports here.

Room for disappointments in 2025 and into 2026 Jan 02, 2025

Show notes

Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.
Episode transcripts: seekingalpha.com/wsb
Show links:
Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Alibaba sells Sun Art at $2B loss Jan 02, 2025

Show notes

Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tale of the tape for 2024 Jan 01, 2025

Show notes

The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)
Show Notes
S&P closes out the year with four sessions in the red
Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.