Wall Street Breakfast Seeking Alpha
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- News
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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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AI chip jitters?
AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)
Show Notes
Stocks with the highest and lowest liquidity - Goldman Sachs
Megacaps tend to get more retail juice post-stock splits - Goldman
Episode transcripts seekingalpha.com/wsb
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Five Japanese automakers accused of falsifying safety data
Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59) Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: LUV, DO, KKR, and more
Adobe seeks to clarify new AI terms after users protest
Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
Schwab Trading Activity Index rises slightly in May
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The Fed, CPI and Apple AI
The Fed's dot plot is key after a strong jobs report. (0:17) Apple's biggest WWDC keynote since the iPhone intro. (5:07) Tesla vote on Musk pay package looms. (7:20)
Show Notes
Earnings calendar
Dividend Roundup
7 Actionable trading ideas - Piper Sandler
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. -
May jobs report to show more balanced labor market
May's nonfarm payrolls expected to show a more-balanced labor market. (00:22) Affirm (AFRM) unveils new BNPL payment options to offer more flexibility. (01:51) Robinhood Markets (HOOD) to buy Bitstamp, expanding crypto business globally. (02:26)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Meme stocks, DOCU, MTN, and more
Cathie Wood says ARKK is well positioned for AI even though it cut positions in NVDA
Sportsbooks look for a boost from a highly anticipated NBA Finals
GameStop earnings are coming and Roaring Kitty is returning to YouTube. Who should be worried?
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Rate cutting cycle in full swing
The ECB lowers rates by 25 basis points. (0:23) NIO shares drop post-earning. (2:34) Evercore gets bullish on Carvana. (3:13)
Show Notes
Stocks with the largest market cap in the U.S. from the 1950s to today
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. -
Nvidia hits $3T, faces antitrust challenges
Antitrust police going after Nvidia (NVDA), Microsoft (MSFT) and OpenAI - NYT. (00:24) Amazon (AMZN) unit Zoox expands robotaxi testing to Austin, Miami. (02:02) Tempus (TEM), AI-based diagnostics maker, sets terms for $400M IPO. (02:51)
Episode transcripts seekingalpha.com/wsb.
Show links:
Nvidia at $3T: ETFs with the biggest weightings in the hot AI chipmaker
Biggest stock movers: LULU, FIVE, and more
S&P downgrades Spirit Airlines to ‘CCC’, pushing it further into junk
Lululemon delivers strong Q1 and hikes profit guidance above street view
Victoria's Secret sees sales and profits decline in 'challenging and competitive' environment
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Customer Reviews
Informative
The morning show is a must for me.
Straight up leftist propaganda
Sad. Truly sad and disgraceful. One sided reporting continues misInformation. Shame on you.
Replace J
Would be 4 stars if they replaced Julie with Rena. Julie is so cringe at times it makes me not want to listen to this podcast, which is a shame because it gives a pretty good summary of relevant information for recent market activity. Please find a new daily host.