Wall Street Breakfast

Latest Episodes:

Bitcoin tops $100K, Trump picks crypto ally Dec 05, 2024

Show notes

UnitedHealth executive shot and killed Dec 04, 2024

Show notes

UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss drugs. (3:41)
Show Notes
South Korea is an important test for advanced economies
Will a Santa Claus rally boost Wall Street this December?
Episode transcripts: seekingalpha.com/wsb
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Political turmoil sends South Korean markets sliding Dec 04, 2024

Show notes

South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role' in Trump's tech policies. (01:41) Salesforce (CRM) climbs despite mixed Q3 results as Agentforce gains ground. (03:02)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: CRM, MRVL, and more
TPG evaluates $1.5B sale of Crunch Fitness - Reuters
Amazon goes all in on AI with GitLab and PagerDuty
Clean fuel tax credit guidance will not be finalized before Trump takeover - Reuters
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AT&T predicts profit growth acceleration Dec 03, 2024

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The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration. (4:48)
Show Notes
Apple to deal with class action lawsuit in UK over App Store
Small-cap momentum picks
Episode transcripts: seekingalpha.com/wsb
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Super Micro clears misconduct cloud Dec 03, 2024

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Intel CEO steps down in surprise move Dec 02, 2024

Show notes

David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at ads. (4:06)
Show Notes
Most commodity prices to fall in 2025 from current levels
Episode transcripts: seekingalpha.com/wsb
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Tavares exits as Stellantis sales slump Dec 02, 2024

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Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock (BLK) close to deal to acquire HPS Investment Partners for at least $12B: report. (02:41)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: STLA, MNSO, and more
Coinbase policy chief sees crypto laws passing 'fairly quickly' after Trump takes office
SA Asks: Which retail stocks will win or lose this holiday season?
VW workers set to begin walkouts on Monday over cutbacks
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Jobs report is make or break for Fed move Dec 01, 2024

Show notes

Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)
Show Notes
Canada calls alleged Snowflake hacker 'a risk of danger' to public
Episode transcripts: seekingalpha.com/wsb
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Black Friday: Online shopping riding high Nov 29, 2024

Show notes

More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup. (4:04)
Show Notes
Disney's 'Moana 2' bashing Thanksgiving records
3 “winners” vs. “losers” within consumer discretionary stocks
Episode transcripts: seekingalpha.com/wsb
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SEC rings the bell on 24X trading Nov 29, 2024

Show notes

Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer stocks enter the limelight with Black Friday and Cyber Monday. (02:21)
Episode transcripts seekingalpha.com/wsb.
Show links:
Germany's retail sales rise 1% Y/Y in October
Asian markets mixed after Thanksgiving, China rebounds over easing concerns
Google asks appeals court to throw out Epic Games app store verdict
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