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    Business

    Wall Street Breakfast

    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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    Copyright: © Copyright Seeking Alpha

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    Latest Episodes:
    TikTok CEO, Trump talk as ban looms Dec 17, 2024
    Show notes

    TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: ZYME, EVGO, and more
    Quantum stocks continue to surge as enthusiasm behind tech remains strong
    Worst performing stocks for tax loss selling – Wolfe
    The hottest auto stock over the last six weeks is not Tesla
    Find out more about Seeking Alpha's Virtual Analyst Reports here.


    The case for Apple as top pick for 2025 Dec 16, 2024
    Show notes

    Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)
    Show Notes
    U.S. Composite PMI rises to highest since March 2022
    J.P. Morgan upgrades Okta to Overweight
    Find out more about Seeking Alpha's Virtual Analyst Reports here.


    Wedbush boosts Tesla price targets Dec 16, 2024
    Show notes

    Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: SMCI, MSTR, and more
    ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
    Tax cut renewals may not spur the economic growth proponents expect - report
    SA Asks: How should investors position portfolios ahead of Fed vote?
    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.


    Fed cut baked in this week; what about '25? Dec 15, 2024
    Show notes

    Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)
    Show Notes
    Palantir in the Nasdaq 100, Super Micro Computer out
    Apple developing a foldable iPad - report
    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.


    The world of funds and why U.S. is most attractive Dec 14, 2024
    Show notes

    Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.
    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.


    More of the same and what can't be ignored Dec 13, 2024
    Show notes

    More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade a possible signpost for tech investors (7:30). CPI data and Fed expectations (8:30). Insurance stocks, public sentiment and regulatory signals to look for (11:25).
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    GM Drops Out Of The Robotaxi Race. Who Will Win?
    CPI 'On The Sticky Side' For November
    The Road To Nasdaq 20,000
    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.


    Amazon, Meta back Trump inauguration Dec 13, 2024
    Show notes

    Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S. Department of Energy. (01:47) RH soars after saying it defied the worst housing market in 30 years. (02:44)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: AVGO, RH, and more
    Bank stocks slip after CFPB finalizes overdraft fee rule
    Morgan Stanley analyzes what TikTok's fate could mean for Big Tech Cap as likelihood of ban/sale looms
    Costco's mixed FQ1 results influenced by tax benefit, hike in membership fees
    Canada considering taxes on commodities exports to US if Trump imposes tariffs: report
    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.


    Watchdog caps bank overdraft fees Dec 12, 2024
    Show notes

    CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)
    Show Notes
    10 BofA options overwriting ideas
    Red Bull may have won the 2024 energy drink battle
    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.


    Big Tech drives Nasdaq rally Dec 12, 2024
    Show notes

    Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54) Kroger launches $7.5B stock buyback after merger with Albertsons gets terminated. (02:44)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: ADBE, NDSN, and more
    Exxon unveils low-carbon plan to power data centers; eyes $140B in Permian Basin capex
    Trump 2.0 will worsen the economic slowdown says Pantheon Macroeconomics
    Red Bull may have won the 2024 energy drink battle as it fended off Celsius and Monster
    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.


    Fed cut assured despite stubborn inflation Dec 11, 2024
    Show notes

    Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big chip names. (4:39)
    Show Notes
    BofA restarts coverage of 11 large-cap biopharmas
    Hershey tumbles after Mondelez announces $9B buyback
    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.


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