Wall Street Breakfast

Latest Episodes:

GM pumps the brakes on robotaxis Dec 11, 2024

Show notes

General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of takeover bid. (01:50) Microsoft (MSFT) shareholders vote no on bitcoin (BTC-USD) despite Michael Saylor's pitch. (02:35)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, GEV, and more
Will November's CPI and PPI map out a more difficult path to 2% inflation?
Which subsectors to own and which to avoid – Wolfe Research
The public companies with the 'most bored' workforces
Auto disruption: Amazon joins Costco as a source for consumers to buy cars
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McDonald's review bombed after UnitedHealth suspect arrest Dec 10, 2024

Show notes

Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production restarts. (3:22)
Show Notes
The Stocks According to GARP: growth at a reasonable price
T-Mobile CEO updates investors on Q4 performance, phone sales
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Taiwan Semi chips in big gains Dec 10, 2024

Show notes

Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching diaper production from Kimberly-Clark (KMB). (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: ORCL, AI, and more
Boeing restarts 737 MAX production a month after strike ends - report
McDonald's review bombed on Google after UnitedHealthcare CEO murder suspect's arrest
Newell Brands' turnaround went unnoticed by investors - analyst
Restaurant retreat: CAVA Group and Sweetgreen fall sharply after monster 2024 rallies
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TikTok appeals for breakup lifeline Dec 09, 2024

Show notes

TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's. (3:22)
Show Notes
Stocks with best odds of risk-adjusted returns deserve attention
AMD falls as BofA downgrades amid AI, PC concerns
Episode transcripts: seekingalpha.com/wsb
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Google Payment Counters CFPB Oversight with Lawsuit Dec 09, 2024

Show notes

Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set to join S&P 500. (01:30) Omnicom (OMC) is said to near mega-merger with Interpublic. (02:02)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SMCI, MOMO, and more
Former Intel CEO asks people to pray and fast for employees
Stocks with best odds of risk-adjusted returns deserve attention: Goldman Sachs
Payment processing firms track robust spending on Black Friday-Cyber Monday
Is the Roaring Kitty effect over?
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CPI on tap with inflation fight looking to last through '25 Dec 08, 2024

Show notes

Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)
Show Notes
Wells Fargo’s ‘Core’ List
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Handling volatility with long-term dividends Dec 07, 2024

Show notes

Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa and Microsoft. This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
Show links:
Dividendology on YouTube
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Market drifting higher, punctuated by dramatic tech earnings Dec 06, 2024

Show notes

Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming (5:15). Bifurcation between tech stocks and blue chippers (8:00). Jobs, Fed, rates, and earnings (9:40) Black Friday and retail numbers (13:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
November nonfarm payrolls rebound from October's storms, strike; unemployment touches 4.2%
Bitcoin to reach 200k, propelled by institutional flows and ETFs
Bitcoin hits $100K after Trump picks pro-crypto SEC head
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