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Wall Street Breakfast
모두 재생(하지 않음)으로 표시
Manage series 2128078
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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Transcripts: seekingalpha.com/wsb
2530 에피소드
모두 재생(하지 않음)으로 표시
Manage series 2128078
Seeking Alpha에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Seeking Alpha 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
…
continue reading
Transcripts: seekingalpha.com/wsb
2530 에피소드
모든 에피소드
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Wall Street Breakfast
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir ) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25). Episode transcripts: seekingalpha.com/wsb Show links: Consumer sentiment slips in January as inflation expectations jump Jobs data in charts: December payroll growth hits highest level since March Bitcoin selloff deepens, wiping out early 2025 advance 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 .…
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Wall Street Breakfast
AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: MVST, RKLB, and more Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump Block to change ticker symbol to 'XYZ' 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 .…
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Wall Street Breakfast
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain . (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgrades on Nvidia worries Find out more about Seeking Alpha's Virtual Analyst Reports here .…
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Wall Street Breakfast
Shell (SHEL) cuts production forecast for LNG, warns weaker Q4 . (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: CALM, PLTR, and more Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates Sana stock rallies 280% on pancreatic cell transplant study Palantir tumbles after ARK Invest sheds $15M in shares 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 .…
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Wall Street Breakfast
Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00). Show Notes Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’ 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 .…
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Wall Street Breakfast
U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: NARI, DNLI, and more Fed's Cook: Markets at risk of 'large declines' as valuations are elevated Nvidia, AMD vie for AI supremacy with latest offerings at CES SA Sentiment: What's the best AI stock to watch in 2025? Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’ 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 .…
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Wall Street Breakfast
Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade . (1:58) Citi gets defensive . (3:28) Show Notes Palantir initiated with Underweight rating at Morgan Stanley Uber unveils $1.5 billion accelerated share repurchase program 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 .…
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Wall Street Breakfast
Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: PYCR, VRT, and more NYC is first U.S. city to charge congestion toll, but Trump could end program Nvidia is headlining CES; here are 5 chip stocks rated higher SA Asks: Which biotechs are most likely to be acquired near-term? 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 .…
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Wall Street Breakfast
Payrolls seen up 150,000 for December. (0:37) AI , autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37) Show Notes Earnings Calendar Dividend Roundup Find out more about Seeking Alpha's Virtual Analyst Reports here .
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Wall Street Breakfast
Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: X, CVNA, and more Tesla China sales hit record high level in December Data check: Pizza stocks often heat up when cold weather slams the U.S. Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment? Find out more about Seeking Alpha's Virtual Analyst Reports here .…
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Wall Street Breakfast
Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Show links: Expect A Roller Coaster Stock Market In 2025 Here's Who Should Buy The Discount At Grayscale Bitcoin Trust Kirk's Margin of Safety Investing Group 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 .…
Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: Crypto-linked stocks and more BYD December NEV sales set another record high Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices Just do it again: Will Nike keep its lead in 2025 or trip on the track? 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 .…
The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16) Show Notes S&P closes out the year with four sessions in the red 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 .…
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Wall Street Breakfast
Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: VSTM, ACAD Bill Ackman says common stocks of GSEs offer 'large asymmetric upside' Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital HIVE Digital relocates head office to U.S. for better ecosystem Find out more about Seeking Alpha's Virtual Analyst Reports here .…
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Wall Street Breakfast
GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48) Show Notes Stock markets will close Jan. 9 for President Carter Day of Mourning What to watch out for in 2025 (including a rate hike) Find out more about Seeking Alpha's Virtual Analyst Reports here .…
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