Portada del podcast

Wall Street Breakfast

  • Peloton cycles through CEO

    2 MAY. 2024 · Peloton also announces https://seekingalpha.com/news/4098333-peloton-interactive-gains-after-announcing-ceo-resignation-more-jobs-cuts?source=wsb_podcast:peloton_cycles_through_ceo, but shares fall post-earnings. (0:16) Novo Nordisk faces weight-loss drug https://seekingalpha.com/news/4098171-novo-nordisk-stock-guidance-earnings-weight-loss-drug-demand?source=wsb_podcast:peloton_cycles_through_ceo. (2:20) Second Boeing https://seekingalpha.com/news/4098392-second-boeing-linked-whistleblower-dies-after-two-weeks-in-critical-condition?source=wsb_podcast:peloton_cycles_through_ceo dies. (3:28) Show Notes https://seekingalpha.com/news/4097785-ned-davis-researchs-crowd-sentiment-poll-ends-another-long-streak-of-optimism?source=wsb_podcast:peloton_cycles_through_ceo Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:peloton_cycles_through_ceo Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:peloton_cycles_through_ceo and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:peloton_cycles_through_ceo.
    5m 22s
  • FTC reportedly set to approve Exxon-Pioneer deal

    2 MAY. 2024 · Exxon (XOM) set to win https://seekingalpha.com/news/4097846-exxon-set-to-win-ftc-ok-for-pioneer-deal-with-settlement-bloomberg?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal for Pioneer (PXD) deal, but without Sheffield on board - report. (00:24) Carvana (CVNA) shorts to be potentially put to the test as https://seekingalpha.com/news/4098074-carvana-shorts-to-be-potentially-put-to-the-test-as-stock-soars-after-hours-on-q1-results?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal after hours on Q1 results. (01:15) Google (GOOG) (GOOGL) to https://seekingalpha.com/news/4097723-google-lay-off-hundreds-core-teams-move-jobs-india-mexico-report?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal hundreds in 'Core teams,' move some jobs to India, Mexico: report. (02:07) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal. Show links:  https://seekingalpha.com/news/4098207-biggest-stock-movers-today-qcom-dash-and-more?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal https://seekingalpha.com/news/4098224-sell-in-may-and-go-away-does-it-apply-in-2024?source=wsb_podcast:ftc_reportedly_set_to_approve_exxon_pioneer_deal https://seekingalpha.com/news/4097805-these-are-the-10-biggest-etfs-focused-on-artificial-intelligence https://seekingalpha.com/news/4098171-novo-nordisk-stock-guidance-earnings-weight-loss-drug-demand https://seekingalpha.com/news/4097780-bitcoin-starts-may-with-a-downward-spiral-sliding-to-below-60k-mark Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:starbucks_disappoints and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 8s
  • Fed takes a dovish turn

    1 MAY. 2024 · Chairman Powell still https://seekingalpha.com/news/4097709-federal-reserve-keeps-rates-unchanged-at-525-550-for-sixth-straight-meeting?source=wsb_podcast:fed_takes_a_dovish_turn as next move. (0:18) Stocks lose their Fed bounce, but https://seekingalpha.com/news/4097591-stock-market-news-today-nasdaq-sp500-dow-jones-fed-rate-decision?source=wsb_podcast:fed_takes_a_dovish_turn. (0:38) CVS https://seekingalpha.com/news/4097659-cvs-health-stock-downgraded-leerink-q1-miss?source=wsb_podcast:fed_takes_a_dovish_turn 52-week low. (3:39) Show Notes https://seekingalpha.com/news/4097656-viking-holdings-jumps-10-above-its-ipo-pricing-level-in-opening-trading?source=wsb_podcast:fed_takes_a_dovish_turn https://seekingalpha.com/news/4097213-will-aprils-pullback-bring-may-flowers-for-stocks-or-is-it-time-to-sell-in-may-and-go-away?source=wsb_podcast:fed_takes_a_dovish_turn Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_takes_a_dovish_turn Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:fed_takes_a_dovish_turn and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:fed_takes_a_dovish_turn.
    5m 56s
  • Starbucks disappoints

    1 MAY. 2024 · Coffee jolt: Starbucks (SBUX) drops to https://seekingalpha.com/news/4096931-coffee-jolt-starbucks-drops-to-52-week-low-after-full-year-guidance-slash?source=wsb_podcast:starbucks_disappoints after full-year guidance slash. (00:24) Cruise operator Viking (VIK) prices https://seekingalpha.com/news/4096932-cruise-operator-viking-prices-ipo-at-24-a-share-near-top-of-range-report?source=wsb_podcast:starbucks_disappoints at $24 a share, near top of range - reports. (01:54) Google (GOOG) (GOOGL) to pay News Corp. (NWSA) up to $6M annually to develop https://seekingalpha.com/news/4096367-google-pay-news-corp-up-to-6m-annually-develop-ai-content-products-report?source=wsb_podcast:starbucks_disappoints, products: report. (02:47) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:starbucks_disappoints. Show links:  https://seekingalpha.com/news/4097029-biggest-stock-movers-today-amd-pins-smci-and-more?source=wsb_podcast:starbucks_disappoints https://seekingalpha.com/news/4095773-federal-reserve-preview-no-rate-change?source=wsb_podcast:starbucks_disappoints https://seekingalpha.com/news/4096930-amazon-sticks-with-the-master-plan-of-no-dividend-payouts-heavy-capex-spending?source=wsb_podcast:starbucks_disappoints https://seekingalpha.com/news/4097009-microsoft-plans-cloud-ai-infrastructure-in-thailand-open-1st-data-center-in-country?source=wsb_podcast:starbucks_disappoints Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:starbucks_disappoints and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 13s
  • DEA to reclassify marijuana as a less dangerous drug

    30 ABR. 2024 · The reported move https://seekingalpha.com/news/4096610-us-drug-control-agency-reschedule-marijuana?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug recreation pot use. (0:16) Eli Lilly boosts outlook on https://seekingalpha.com/news/4096119-eli-lilly-stock-gains-weight-loss-momentum?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug performance. (1:01) Wage inflation https://seekingalpha.com/news/4096185-employment-costs-rise-more-than-expected-in-first-quarter-of-the-year?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug for Q1. (2:56) Show Notes https://seekingalpha.com/news/4095691-citi-upgrades-energy-sector-and-says-stocks-can-recover-quickly-from-geopolitical-risks?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:dea_to_reclassify_marijuana_as_less_dangerous_drug.
    5m 27s
  • NBC pitches $2.5B a year for NBA TV rights

    30 ABR. 2024 · NBC (CMCSA) pitches paying https://seekingalpha.com/news/4095977-comcast-nbcuniversal-nba-broadcast-rights-warner-bros-discovery-tnt?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights a year for NBA TV rights to edge out Warner Bros' (WBD) TNT. (00:30) FCC fines U.S. wireless carriers nearly https://seekingalpha.com/news/4095785-fcc-fines-us-wireless-carriers-over-200m-for-illegally-sharing-location-data?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights for illegally sharing location data. (01:22) USDA now inspecting https://seekingalpha.com/news/4095905-usda-now-inspecting-ground-beef-due-avian-flu-outbreak-cows?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights due to avian flu outbreak in cows - report. (02:38) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights. Show links:  https://seekingalpha.com/news/4095999-biggest-stock-movers-today-nxpi-mstr-st-and-more?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights https://seekingalpha.com/news/4095506-amazon-earnings-are-coming-could-a-dividend-announcement-be-part-of-the-mix?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights https://seekingalpha.com/news/4095786-teslas-big-rally-on-china-developments-is-called-overdone-by-wells-fargo?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights https://seekingalpha.com/news/4095780-lululemon-downgraded-apparel-tastes-change-competitors-gain-popularity?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:nbc_pitches_25b_a_year_for_nba_tv_rights and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    5m 48s
  • This may be the best time to pick stocks

    29 ABR. 2024 · The market may not be as https://seekingalpha.com/news/4095272-market-is-a-micro-machine-ideal-for-stock-picking-morgan-stanley?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks as people think. (0:16) The yen's https://seekingalpha.com/news/4095263-japan-yen-strengthens-suspected-intervention-tokyo?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks prompts intervention to support it. (1:40) Apple gets an https://seekingalpha.com/news/4095373-apple-upgraded-at-bernstein-ahead-of-earnings?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks ahead of earnings. (3:44) Show Notes https://seekingalpha.com/news/4095236-with-rate-cuts-pushed-out-goldman-looks-at-quality-stocks?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks https://seekingalpha.com/news/4095351-teslas-watershed-moment-in-china-helps-lift-chinese-electric-vehicle-stocks?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:this_may_be_the_best_time_to_pick_stocks.
    5m 56s
  • Philips settles ventilator recall lawsuits

    29 ABR. 2024 · Philips (PHG) to pay https://seekingalpha.com/news/4095262-philips-settlement-us-litigation-sleep-apnea-device-recall?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits to settle U.S. litigation over recalled sleep apnea devices. (00:26) Turkey in talks with Exxon (XOM) over multibillion dollar https://seekingalpha.com/news/4095248-turkey-in-talks-with-exxon-over-multibillion-dollar-lng-supply-deal-ft?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits deal - FT. (01:53) Skydance makes https://seekingalpha.com/news/4095245-skydance-makes-best-and-final-offer-for-paramount-global-bloomberg?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits offer for Paramount Global (PARA) - Bloomberg. (02:54) Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits. Show links:  https://seekingalpha.com/news/4095270-biggest-stock-movers-today-tsla-phg-and-more?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits https://seekingalpha.com/news/4095211-ipo-watch-cruise-line-operator-viking-to-go-public-as-it-looks-to-cash-in-on-baby-boomer-buzz?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits https://seekingalpha.com/news/4095263-japan-yen-strengthens-suspected-intervention-tokyo?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits https://seekingalpha.com/news/4094953-earnings-week-ahead-amazon-apple-pfizer-amd-qualcomm-coca-cola-starbucks-and-more?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits https://seekingalpha.com/news/4095005-microstrategy-stands-to-flourish-if-it-implements-new-accounting-rules-analyst-says?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:philips_settles_ventilator_recall_lawsuits and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions.
    6m 49s
  • Fed, jobs report ahead as Apple, Amazon report

    28 ABR. 2024 · Traders will be looking for any hints to the timing of https://seekingalpha.com/article/4686791-fomc-meeting-jobs-report-and-apple-earnings-headline-big-week?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report. (0:17) Apple and Amazon lead the https://seekingalpha.com/news/4094989-catalyst-watch-apple-earnings-viking-ipo-chinese-ev-deliveries-and-russell-indices-rank-day?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report. (2:06) Elon Musk makes https://seekingalpha.com/news/4095221-elon-musk-arrives-in-china-for-talks-about-self-driving-technology?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report to China. (4:12) Show Notes https://seekingalpha.com/news/4095132-sa-analyst-roundtable-when-will-the-fed-cut-rates?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report https://seekingalpha.com/news/4094898-baird-says-short-interest-increased-in-april-in-the-fashion-and-wellness-industries?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:fed_jobs_report_ahead_as_apple_amazon_report.
    5m 41s
  • T-bills, gold and macro volatility

    27 ABR. 2024 · Amrita Roy and Rob Isbitts are both bullish on gold and T-bills (0:25). Inflationary and deflationary tug of war, macro volatility and central banks piling into gold (1:25). Why liquidity is the glue that drives everything forward (5:00). This is an abridged conversation from Seeking Alpha's Investing Experts https://seekingalpha.com/article/4686696-roundtable-discussion-on-gold-tech-defense-bitcoin-country-etfs-and-ignored-stocks?source=wsb_podcast:tbills_gold_macro_volatility. Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:tbills_gold_macro_volatility Show links: https://seekingalpha.com/article/4680795-upsidedownside-tug-of-war?source=wsb_podcast:tbills_gold_macro_volatility https://seekingalpha.com/article/4686173-wall-street-lunch-us-gdp-slowing?source=wsb_podcast:tbills_gold_macro_volatility https://seekingalpha.com/news/4088553-us10y-tops-45-and-us2y-knocks-on-the-door-of-5-after-strong-cpi-report?source=wsb_podcast:tbills_gold_macro_volatility Sign up for our daily newsletter https://seekingalpha.com/account/edit_newsletters?source=wsb_podcast:tbills_gold_macro_volatility and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:tbills_gold_macro_volatility.
    7m 2s
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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