Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
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Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Copyright: © Copyright Seeking Alpha
Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem
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GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)
Show Notes
Stock markets will close Jan. 9 for President Carter Day of Mourning
What to watch out for in 2025 (including a rate hike)
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South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)
Episode transcripts seekingalpha.com/wsb.
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Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok
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The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179. (3:07)
Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade
Episode transcripts: seekingalpha.com/wsb
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Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic
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Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration disillusionment. (4:13)
Show Notes
What to expect from the Macau casino sector in 2025
Uber reacts to regulatory snub in Taiwan
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Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)
Episode transcripts seekingalpha.com/wsb.
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Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan
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Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)
Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework
Episode transcripts: seekingalpha.com/wsb
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Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec
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The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit social media use. (4:46)
Show Notes
Materials, software stocks are best poised for H1 outperformance
Consumer confidence slides
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