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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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2021
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Cutting the Line? American Airlines Says, ‘Not Today’

Cutting the Line? American Airlines Says, ‘Not Today’

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreBoeing CEO tells employees aviation giant can't afford another mistakeThese private prison stocks have soared on Trump's mass deportation planThe RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sectorSign 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.
06:1921/11/2024
Comcast eyes NBCUniversal cable spinoff

Comcast eyes NBCUniversal cable spinoff

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: POWL, KEYS, and moreAdtech firm PubMatic to help Musk's X generate more ad dollarsJPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideasBiden approves antipersonnel mines for Ukraine to slow Russia's advances - reportSign 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.
07:1020/11/2024
Bullish trends, financials and infrastructure, Bitcoin break out

Bullish trends, financials and infrastructure, Bitcoin break out

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12.Episode transcripts: seekingalpha.com/wsbShow links: Sectors all up YTD, but Financials and Energy were the only up last weekBitcoin hits all-time high as it surpasses $93,800Market Misbehavior with David Keller, CMTThe Mindful Investor w/ David Keller, CMTBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 
12:0319/11/2024
Fate Therapeutics rises on Lupus drug data

Fate Therapeutics rises on Lupus drug data

Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SMCI, INCY, and moreNippon Steel makes anti-import promise to win worker support for US Steel dealNo time to chill: Netflix must fix livestreaming before Christmas NFL games or lose faceDOJ to ask judge to push Google to sell Chrome browser - BloombergApple said to offer $100M investment in Indonesia to reverse iPhone 16 banSign 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.
05:5219/11/2024
Beware juicy yields and ETF expense ratios

Beware juicy yields and ETF expense ratios

In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). Episode transcripts: seekingalpha.com/wsbShow links: Ryne Williams YouTube channelDividend Growth Investing YouTube channelBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals! 
07:4718/11/2024
Spirit Airlines lands in Chapter 11

Spirit Airlines lands in Chapter 11

Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, SMCI, and moreNvidia's Blackwell AI chips overheating in servers: reportXi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'Cineworld owners working on plans to return to stock markets: reportSign 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.
05:3718/11/2024
Here comes the boom: Nvidia

Here comes the boom: Nvidia

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)Show NotesSuper Micro Computer to file plan on Monday to remain listed on NasdaqDividend RoundupEarnings CalendarEpisode 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.
08:2317/11/2024
Tesla, crypto and the Trump trade

Tesla, crypto and the Trump trade

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).Episode transcripts: seekingalpha.com/wsbShow links: Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combinedWall Street Brunch: Time To Eye The CPIFavorable environment for crypto, although with several caution signalsSign 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.
15:1415/11/2024
Ford hit with $165M fine for recall delay

Ford hit with $165M fine for recall delay

NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AMAT, DPZ, ASTS, and moreDefense, government contractor stocks shot down on sudden worries over Trump PentagonFAA sets record for commercial space licenses amid red tape criticismVaccine makers close lower amid reports RFK Jr to head HHS (update)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.
06:1515/11/2024
Disney makes a splash with guidance

Disney makes a splash with guidance

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)Show NotesLong Magnificent 7 still considered most crowded tradeASML Holding confirms long-term targets amid AI-fueled chip boomEpisode 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.
06:5514/11/2024
Amazon unveils ‘Haul’ for Temu, Shein showdown

Amazon unveils ‘Haul’ for Temu, Shein showdown

Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, CNH, and morei-80 Gold cut in half after issuing going concern warningExxon to cut nearly 400 Pioneer employees in Texas by 2026Lilly three-year tirzepatide results show sustained weight loss, diabetes benefitsSign 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.
05:3814/11/2024
No panic on 'crispy' inflation just yet

No panic on 'crispy' inflation just yet

Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)Show NotesGroupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidanceSkyworks sinks on earnings as outlook remains tethered to AppleEpisode 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.
05:5413/11/2024
Frontier reportedly drops bid for Spirit

Frontier reportedly drops bid for Spirit

Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SPOT, RIVN, and moreElon Musk and Vivek Ramaswamy named to lead Trump's government efficiency effortsRivian Automotive and Volkswagen finalize their major EV partnershipSoftBank will be first to receive Nvidia's Blackwell chips to build supercomputerSign 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.
05:2813/11/2024
Retail sales bounce back

Retail sales bounce back

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)Show NotesIs the Magnificent Seven at the end of their magnificent advantage?Home Depot gains after topping comparable sales expectationsEpisode 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.
05:5612/11/2024
Southwest Airlines grounds workforce to match capacity

Southwest Airlines grounds workforce to match capacity

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: LYV, GRAB, and moreBaidu unveils AI smart glasses, text-to-image generator at annual event - reportBitcoin nears $90,000, ETFs see record inflows as institutional demand swellsAmerican Homes 4 Rent upped to Outperform at Evercore on higher mortgage ratesSign 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.
06:2112/11/2024
Nvidia gets a big vote of confidence

Nvidia gets a big vote of confidence

Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)Show NotesMonolithic Power Systems tumbles as Blackwell allocation 'at risk'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.
04:2811/11/2024
Crypto stocks mining gains premarket

Crypto stocks mining gains premarket

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and moreFirefox turns 20: Can Mozilla return to its previous heights?Wall Street picks for bank stocks after Trump's victory include Capital One, PNCSign 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.
05:2511/11/2024
Traders brace for latest inflation data

Traders brace for latest inflation data

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)Show NotesWells Fargo’s Growth ListDividend RoundupRussia mulling mega oil mergerEpisode 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.
06:4910/11/2024
It pays to be a bull

It pays to be a bull

Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.Episode transcripts: seekingalpha.com/wsbSign 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.
08:1509/11/2024
Great expectations: Earnings guidance, Fed cuts

Great expectations: Earnings guidance, Fed cuts

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.Show links: Wendy's enlists Palantir's AI to keep up with Frosty demandChips mostly rise as earnings fly in; Qualcomm gives up gainsAsian markets mixed after Fed's expected rate cutEpisode transcripts: seekingalpha.com/wsbSign 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.
04:2208/11/2024
Fed chief Powell has his 'I'm not leaving' moment

Fed chief Powell has his 'I'm not leaving' moment

Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social media for those under 16. (3:32) Show NotesGoldman Sachs sticks to 9% S&P 500 gain forecast for next 12-monthsEpisode 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.
05:1907/11/2024
Airbnb earnings on deck

Airbnb earnings on deck

Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for autonomous driving approvals. (02:02) Costco's (COST) October net sales climb 7.2%. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, MELI, and moreMSCI to add 22 stocks, remove 57 stocks from ACWI Index in latest rebalanceFed’s confidence in flagging rate cuts ‘might wane’ as Trump’s economic impact unfoldsTrump win brings 'breath of fresh air' to oil and gas industry, Energy Transfer CEO saysSign 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.
07:1407/11/2024
Wall Street's election winners and losers

Wall Street's election winners and losers

Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable energy dives. (3:01)Show NotesSuper Micro Computer down 25%, giving up its entire AI rallyIncumbent party loses three-straight presidencies for the first time in 120 yearsEpisode 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.
06:1906/11/2024
Trump wins presidential election

Trump wins presidential election

Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit AeroSystems (SPR) warns of ability to continue as going concern amid cash crunch. (02:14) iRobot (IRBT) to cut another 16% of workforce as part of operational restructuring. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DJT, SMCI, and moreDave faces FTC complaint alleging deceptive practices toward consumersNvidia retakes world’s most-valuable company title from Apple as market cap climbsHawaiian Electric completes $2B settlement on deadly Maui fireSign 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.
05:5106/11/2024
Investors try to focus on fundamentals on Election Day

Investors try to focus on fundamentals on Election Day

So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)Show NotesMidcap stocks with ‘significant scope’ for upsideADM postpones Q3 earnings to amend results amid more accounting errorsDollar Tree faces another challenge after its CEO steps downEpisode 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.
05:5305/11/2024
Debt weighs on voters on Election Day

Debt weighs on voters on Election Day

SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24) Boeing (BA) strike ends as workers accept latest contract offer. (02:30) Viking stock drops 13% after jumping 9% on obesity drug data. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: CLF, PLTR, and moreWynn Resorts falls after Macau revenue misses the consensus expectationGoodyear cost savings initiative keeps profits intact despite drop in tire salesPalantir leaps after crushing estimates due to its popular AI toolsSign 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.
05:4705/11/2024
Viking weight loss pill sees positive early data

Viking weight loss pill sees positive early data

Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal. (3:47) Show NotesMarriott's full year outlook lowered again on sluggish Chinese marketsEpisode 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.
05:2604/11/2024
Nissan, Mitsubishi to form robotaxi, EV battery JV

Nissan, Mitsubishi to form robotaxi, EV battery JV

Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group (ATSG) in $3.1B deal: report. (01:27) Palantir Q3 Earnings Preview: Can the software maker justify its valuation? (02:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NVDA, DJT, and moreElection-proof Walmart is tipped to see gains amid market uncertaintyOPEC+ delays 2.2M barrel-per-day increase until end of DecemberEarnings week ahead: O, PLTR, QCOM, SQ, AMC, PARA, LCID, RIVN, WBD, and moreSign 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.
05:4704/11/2024
Election Day anticipation

Election Day anticipation

How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)Show NotesHere's how to invest for a Trump or Harris presidencyEpisode 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.
05:3503/11/2024
Boeing aims to land union deal…again

Boeing aims to land union deal…again

Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT) jumps as jury says company, Reckitt (RBGPF) not liable in infant formula case. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, INTC, and moreSony takes CBS to court for breaching Jeopardy! and Wheel of Fortune distribution contractsCarvana shares defy gravity, but is the stock's valuation justified?S&P 500 October winners and losers: United Air soars, Qorvo cratersSign 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.
05:4401/11/2024
Stocks get a Halloween tech scare

Stocks get a Halloween tech scare

Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend. (3:16)Show NotesCall overwriting and call buying opportunities within the Russell 1000Put underwriting and put buying opportunities within the Russell 1000Peloton appoints Apple Fitness+ co-founder as CEOEpisode 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.
06:1631/10/2024
Starbucks brews a comeback, ditches non-dairy upcharges

Starbucks brews a comeback, ditches non-dairy upcharges

Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul network - report. (01:59) Grammys end their +50 year stint with CBS, 'Music's Biggest Night' comes to Disney (DIS). (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MSFT, META, and moreElon Musk ordered to attend hearing in Philadelphia over $1M voter giveawayKey takeaways from Meta's Q3 earnings, amid flat stock reactionThis is how investors should allocate their money in election years: SA’s Steven CressSign 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.
05:3631/10/2024
Super Micro Computer plunges as its auditor quits

Super Micro Computer plunges as its auditor quits

Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint. (4:46)Show NotesAMD's results were solid. Why Wall Street wanted more.Shake Shack rallies to a new 52-week high after strong earningsRobotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a weekEpisode 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.
07:5230/10/2024
Reddit gets an upvote from investors

Reddit gets an upvote from investors

Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged TikTok-fueled check fraud - reports. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GOOG, SNAP, and moreColonial Pipeline considers options including potential $10B-plus sale - BloombergUkraine, Russia said to be in talks over halting attacks on energy infrastructureRobotaxi stunner: Waymo hits milestone of 150,000 paid autonomous trips a weekSign 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.
05:3830/10/2024
Softbank CEO says Nvidia is undervalued

Softbank CEO says Nvidia is undervalued

Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up sharply. (3:29)Show NotesThe most overbought and oversold global assetsPayPal stock slips after Q3 revenue missesEpisode 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.
06:0129/10/2024
Microsoft accuses Google of shadow campaigns

Microsoft accuses Google of shadow campaigns

Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to settle talc suits. (02:01)Campbell's (CPB) wants your home to smell like mashed potatoes all year long. (03:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: F, VFC, and moreUS Treasury Department finalizes rule curbing tech investments in ChinaJPMorgan Chase's Dimon urges banks 'to fight back' against regulations: reportsStarbucks threatens to fire employees who don't return to office: BloombergSign 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.
06:2229/10/2024
Robinhood rolls out election betting

Robinhood rolls out election betting

Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter Pounders. (2:55)Show NotesHedge funds are a lot more skittish for this round of Magnificent 7 earningsBoeing looks to raise up to $19 billion in share offeringEpisode 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.
04:5328/10/2024
Volkswagen readies $4.3B cost-cutting plan

Volkswagen readies $4.3B cost-cutting plan

Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15) Eli Lilly (LLY) gets nod to sell weight-loss drug in Hong Kong by year-end - report. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PHG and DJTOil futures slide as fears of supply disruptions ease after Israel's strike on IranSA Asks: Which tech stocks could rise or fall on a Harris win?Boeing plans to raise over $15 billion as early as Monday - reportSign 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.
06:0328/10/2024
Earnings from Apple, Amazon, Google, Microsoft and Meta

Earnings from Apple, Amazon, Google, Microsoft and Meta

Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)Show NotesThe most overweight stocks in ESG fundsEarnings CalendarDividend Roundup 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.
06:5827/10/2024
Capri tanks on blocked Tapestry deal

Capri tanks on blocked Tapestry deal

Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost liquidity. (01:27) Ioneer (IONR) wins Biden administration's first approval for U.S. lithium mine. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Berkshire Hathaway's Warren Buffett won't endorse political candidatesSteel union president trying to persuade members on opposition to Nippon Steel deal - BloombergDigitalBridge said to weigh sale of Brazilian hyperscale data center firm ScalaSign 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.
04:5025/10/2024
Labor market keeps defying the doomsayers

Labor market keeps defying the doomsayers

Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier recalls onions. (4:12)Show NotesSociete Generale’s global nuclear-exposed picks as capacity increasesUPS rallies after solid earnings into the holiday season; FedEx also higherEpisode 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.
06:2824/10/2024
Boeing workers reject contract, strike continues

Boeing workers reject contract, strike continues

Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs. (01:27) Singtel to sell Dash to Western Union (WU). (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreT-Mobile US delivers robust results, forecast on continued subscriber strength; shares riseFrontier's biggest holder hires adviser to evaluate sale to Verizon - BloombergThe U.S. debt: How annual deficits pile up to a $35T-plus totalSign 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.
05:0124/10/2024
Boeing loses $6 billion

Boeing loses $6 billion

Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)Show NotesPaul Tudor Jones on inflation hedges: Long gold, bitcoin, commoditiesAT&T adds more subs in Q3, posts profit beat and reaffirms forecast; shares riseEpisode 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.
05:4123/10/2024
McDonald’s shares dip on E. coli outbreak

McDonald’s shares dip on E. coli outbreak

What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier (ULCC). (02:17) Disney (DIS) reportedly not letting new users sign up via Apple's App Store. (03:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SBUX, MCD, QCOM, and moreMeta wins lawsuit dismissal over child safety allegations - reportArm to cancel chip design license deal with Qualcomm over contract dispute - reportOil industry averts Gulf of Mexico shutdown as judge extends environmental review deadlineSign 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.
06:2523/10/2024
Smoking and driving get earnings applause

Smoking and driving get earnings applause

Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth outlook. (3:17)Show NotesGoldman's top high dividend yield and growth stocksWalmart adds same-day prescription delivery serviceEpisode 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.
06:1822/10/2024
Cheesecake Factory jumps after activist calls for split

Cheesecake Factory jumps after activist calls for split

Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris propose free OTC contraception under ACA. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZION, BOOM, and moreGold racks up another record; banks see gold's rise running into 2025RH corrects post-pandemic errors to own luxury category - analystDropping dimes: Nike signs long-term extension with the NBA and WNBASign 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.
05:4022/10/2024
Ferrari unveils first new supercar in a decade

Ferrari unveils first new supercar in a decade

With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns. (5:06)Show NotesHighly shorted Spirit Airlines is on watch after its debt refinancing dealLumen, Meta announce partnership to expand AI networkEpisode 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.
06:0821/10/2024
Perplexity AI targets $8B valuation in new funding

Perplexity AI targets $8B valuation in new funding

AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist investor Starboard takes stake in Kenvue (KVUE). (02:36)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BA, SAVE, and moreSome Apple employees believe it's 2 years behind in AI development: BloombergHoneywell forecast shows increased demand for new business jetsSaudi Arabia's United Electronics plans IPO for finance unitSign 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.
05:3921/10/2024
Here come Tesla earnings

Here come Tesla earnings

Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement with union to end strike. (2:56) Show NotesUBS upgrades view on U.S. stocks to attractive - here are its top picksEarnings CalendarEpisode 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.
06:2520/10/2024
Netflix global memberships maintain double-digit growth

Netflix global memberships maintain double-digit growth

Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process. (01:58) Stripe (STRIP) in talks to acquire startup Bridge for $1B: Forbes. (03:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: NFLX, ISRG, and moreHistory says the stock market's bull run could keep going for years – Carson’s DetrickJanet Yellen warns Trump's proposed tariffs would reignite inflationNvidia's smothering market share leads BofA to raise EPS estimateSign 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.
06:0818/10/2024