Wall Street Breakfast

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 125:22:26
  • More information

Informações:

Synopsis

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare listeners for the week ahead.

Episodes

  • The Default Saga Ends

    02/06/2023 Duration: 07min

    U.S. avoids default with passage of the debt ceiling bill, markets brace for the May jobs report and clues about rates and recession and the S&P 500 hits a 9-month high.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:U.S. Senate passes debt ceiling bill, averting first-ever U.S. defaultWill the May nonfarm payroll report signal recession or sustainable growth?Nasdaq ends +1%, S&P, Dow also gain on hopes for rate hike pause at June Fed meet

  • Liquidity Squeeze

    01/06/2023 Duration: 07min

    lLiquidity worries arise as debt ceiling deal easily passes the House, Meta threatens to pull news from California and is the AI boom starting to show cracks?Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Debt-limit increase passes easily in House voteDebt Limit Drama Part 2: The next chapter could slam stocks and GDPMeta threatens to pull news in California over publisher compensationSizing up the AI playing field: All stocks may not be equal

  • AI Extinction-Level Threat

    31/05/2023 Duration: 06min

    AI experts and creators warn about extinction risk on par with nuclear war, the debt ceiling bill clears another hurdle as a floor vote nears and Twitter is worth just a third of what Elon Musk paid, Fidelity says.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:OpenAI CEO, others write letter that AI risk is on par with pandemic, nuclear warDebt ceiling deal heads to House vote after passing initial hurdleTwitter worth one-third of what Elon Musk paid for it, Fidelity say

  • Debt Deal Heads To Vote

    30/05/2023 Duration: 06min

    The debt ceiling deal moves towards a vote in Congress, what’s next for stocks and bonds with the tail risk of default almost gone and Salesforce (CRM) is expected to join the AI bandwagon as it reports results this week.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Debt ceiling deal: What's in the bill as the fight moves to CongressNasdaq leads S&P and Dow futures, yields slip after debt limit agreementSalesforce likely to show 'increased deal stability' in Q1, Wed

  • Bank Tightening, Commercial Real Estate And Natural Gas Demand

    28/05/2023 Duration: 09min

    Kirk Spano and CashFlow Hunter discuss bank tightness and whether it's a harbinger of recession, (0:10) commercial real estate market's problematic loans coming due (4:00) and big themes for energy (6:30). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Subscribe to Kirk Spano's Margin of Safety InvestingSubscribe to CashFlow Hunter's Catalyst Hedge InvestingSeeking Alpha Premium and PRO

  • Tech Resilience, Snowflake Slowdown, Nvidia And AI With Julian Lin

    26/05/2023 Duration: 20min

    Julian Lin discusses the tech sector, macro headwinds and recent earnings.(0:30) - Tech's powerful recovery(2:34) - Nvidia and how AI may impact tech as a whole(5:30) - AI stocks' rich valuations, but don't short(9:00) - Snowflake's slowdown not hard to understand(14:30) - Macro environment means companies having to rationalize costs.Our Links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Julian Lin on Seeking AlphaBest Of Breed Growth StocksSnowflake: 40% Revenue Growth With 25%

  • The Few, The Tech, The Stock Leaders

    26/05/2023 Duration: 06min

    Stock market leadership continues to narrow, the framework for a debt limit deal could be in place and the war of words between Carl Icahn and Bill Ackman heats up.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Nasdaq, S&P rise as Nvidia outlook stuns traders; Dow in red for 5th day in a rowDebt ceiling likely to be raised, spending to be capped for two yearsIcahn Enterprises tumbles 14% amid salvo from Bill AckmanThis show is part of the Spreaker Prime Network, if y

  • U.S. AAA Credit Rating on Negative Watch

    25/05/2023 Duration: 07min

    Fitch puts the U.S. AAA rating on negative watch amid debt ceiling standoff, Nvidia set to soar on strong results, Fed minutes show members split on more hikes.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Fitch places U.S.'s 'AAA" rating on watch negativeNvidia earnings trigger AI stock rally - will the gains hold?Federal Reserve officials see downside risks to growth, upside risks to unemployment: FOMC minutesThis show is part of the Spreaker Prime Network, if you are

  • Retailers Call Out Organized Theft Hitting Profits

    24/05/2023 Duration: 16min

    The amount lost to theft by retailers, known as "shrinkage," is rising sharply, according to execs at major chains. Organized shoplifting is hitting bottom lines and is becoming "normalized," says one expert. And it extends to the supply chain. Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Executives call out rising retail theft hitting profitsShrinkage Crisis: Target's Financial Battle Against Organized Retail CrimeTarget issues soft earnings forecast due to inventory,

  • America's AI Strategy

    24/05/2023 Duration: 08min

    White House developing national AI strategy, Ford recalls vehicles over seatbelts and Nvidia earnings after close.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:The White House is looking to develop a national AI strategyFord recalls over 175,000 vehicles due to seatbelt issueAbbott, other baby-formula makers see FTC probe over collusion - reportThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://ww

  • Microvast Plunges on Canceled Grant Report

    23/05/2023 Duration: 11min

    Microvast (MVST) plunges as Energy Department said to cancel DoE contract (01:48). Tegna (TGNA) jumps 5% after Standard General deal terminated, buyback announced (06:37). Yelp (YELP) gains on report of activist investor push for sale (07:11). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium:A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Plug Power scores three deals to supply electrolyzers in EuropeDollar Tree: Higher Store Traffic Levels Is One Potential CatalystFarfetch extends post-earnings rally to +36% with U.S.

  • Ford's Capital Markets Day With David Alton Clark - Bullishness Intact

    22/05/2023 Duration: 11min

    Welcome to Wall Street Lunch, our first afternoon episode! We're discussing Ford's Capital Markets Day with David Alton Clark, who runs the Winter Warrior Investing Group on Seeking Alpha.(0:13) - Ford's (F) Capital Markets Day - bullishness intact (4:00) - Glad Ford didn't raise guidance in last earnings call(5:20) - Jim Farley as CEO - Why David loves him(7:10) - Ford competitors: Tesla, GM and BYD (9:30) - What would turn David bearish on Ford?Show Notes:Subscribe to David Alton Clark's The Winter Warrior InvestorFollow David Alton Clark on Seeking AlphaInvesting Expert episodes with transcriptsThis show is part of the Spreaker Prime Network, if you are interested in advertising on this podcast, contact us at https://www.spreaker.com/show/5725002/advertisement

  • Micron Drops in War Over Silicon

    22/05/2023 Duration: 09min

    Who's next? Micron (MU) stock drops after being swept up into the war over silicon (00:45). Volvo (VLVLY) bags record order for 1000 electric trucks for Holcim (04:05). Why did Farfetch (FTCH) fly higher? Strong sales amid China rebound (04:57).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyFarfetch Q1 Earnings: Back To Growth ModeExxon bought lithium drilling rights in Arkansas - WSJApplied Materials, Lowe's added to Jefferies franchise pick

  • Fed Pause, Mid-Cycle Slowdown And Banks' Liquidity Crisis With James Foord And Lawrence Fuller

    21/05/2023 Duration: 20min

    The Pragmatic Investor's James Foord and Lawrence Fuller discuss current Fed policy and inflation expectations. Was that the last rate hike - has the Fed paused? (1:20) Recession or mid-cycle slowdown (9:30) Bank liquidity crisis (13:10). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow Notes:Subscribe to The Pragmatic InvestorSubscribe to The Portfolio ArchitectInvesting Experts with TranscriptsSee

  • Catalyst Watch: Jobless Claims Review, Lowe’s Earnings Preview

    20/05/2023 Duration: 14min

    Catalyst watch for the week of May 21. Seeking Alpha Managing News Editor Kim Khan says to look out for reports on personal income and spending, core PCE price index and durable goods orders next week (00:28). He also talks about the possibility of fraudulent jobless claims. (01:48) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Lowe’s (LOW) reports earnings. (05:24) Hot topic: Should CEO’s be able to say whatever they want and get away with it? (08:20)Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks.

  • Disney Dumps $1B Florida Project

    19/05/2023 Duration: 09min

    Disney (DIS) dumps $1B Florida project set to bring in 2,000 jobs (01:32). Coinbase (COIN) takes subscription service out of beta testing (05:19). Four Corners Property Trust (FCPT) acquires 2 Fast Pace Health properties for $4.9M (03:54).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:How Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelLeading Indicators slip as expected in April, signaling recession by mid-2023Veteran focused fixed income ET

  • TikTok Ban in Montana

    18/05/2023 Duration: 09min

    Montana to become the first U.S. state to ban TikTok (BDNCE). (00:44) Uber (UBER) introduces new features including linked accounts for teenagers (02:22). Snowflake (SNOW) rises on report it's discussing acquiring search firm Neeva (05:55). Learn more about these stocks with Seeking Alpha Premium.Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Gannett Bullishness, Options Strategies And Fed Policy With James Foord And Lawrence FullerPayPal exploring sale of Xoom - report

  • VivoPower Rises on Distribution Deal

    17/05/2023 Duration: 10min

    Biden plans to cut Asia trip short to get back to debt ceiling talks (01:03). VivoPower (VVPR) skyrockets on distribution deal for EV chargers (01:49). Tesla (TSLA) meeting: Elon Musk talks rough economy, advertising and new models (06:34).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Macro Quarterly Update Q2 2023 With Eric BasmajianZoomInfo gains amid activist investor speculation with 13F filingZoomInfo: Too Expensive To Consider NowIRS to roll out pilot program for

  • 13F Filings: Berkshire Takes New Stakes in COF, DEO

    16/05/2023 Duration: 10min

    Warren Buffett's Berkshire takes new stakes in COF, Diageo, exits RH (01:01). Daniel Loeb's Third Point amasses new stakes in Alphabet, Micron, AMD, Alibaba (01:42). Rumble buys podcasting and live streaming company CallIn (08:02). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:Wall Street Breakfast SurveyRelief rally for regional bank shares - Will it continue?Vodafone to slash 11,000 jobs as new CEO plans turnaroundWells Fargo reaches $1B class-action settlement over

  • Vice Files Chapter 11

    15/05/2023 Duration: 09min

    Media struggles see Vice (VICEM) file for bankruptcy protection. (00:52) Oneok (OKE) to buy Magellan Midstream Partners (MMP) in a deal valued at $18.8B (05:35). Athenex (ATNX) falls 52% after bankruptcy filing (07:05).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.Alpha Picks:Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.Wall Street Breakfast on TwitterShow links:CVS is said to shut down clinical trial businessAmerican innovator, Austin Russell to acquire majority stake in ForbesCatalyst watch: AI talk, ON Semiconductor event, hedge fund reports and Walmart earningsTa

page 38 from 50