Julie Morgan
speaker
5,321 appearances
108 recordings
1 series
first heard Nov 2025
last heard 2d ago
Julie Morgan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 108 in all, peaking in Sep 2026 with 18.
Appearances
Thanks for listening.
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To take full advantage of Seeking Alpha with coverage on significant stocks and ETFs, become a premium subscriber.
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Check out seekingalpha.com slash subscriptions.
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I'm your host, Julie Morgan.
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Go out and make it a great day.
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Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning.
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Thanks so much for joining us on this Thursday, September 3rd.
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I'm Julie Morgan.
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Broadcom is down 2.1 percent in pre-market action after offering weaker-than-expected guidance that overshadowed its third-quarter results.
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For the period ending August 2, Broadcom said it earned an adjusted $3.32 per share as revenues soared 86 percent year-over-year to $29.59 billion.
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Analysts had expected the company to earn an adjusted $3.23 per share on $29.45 billion in revenue.
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Looking ahead, Broadcom said it expects fourth-quarter revenue to be approximately $34.8 billion, with adjusted EBITDA around 66%.
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Analysts had expected $35.1 billion in fourth-quarter sales, according to Bloomberg.
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Broadcom CEO said in a statement that demand for their custom AI accelerators and networking continues to be very strong and that Q3 AI semiconductor revenue grew 221% year-over-year and 54% quarter-over-quarter.
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They went on to say that in Q4, the momentum continues and they expect AI semiconductor revenue to accelerate 236% year over year.
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If you'd like to see a transcript of the earnings call, I'm leaving a link in the show notes section.
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The Justice Department has widened its investigation into the meatpacking industry, requesting information from eight major grocery retailers as beef prices remain close to record levels.
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The department said this week that the associate attorney general sent letters last month to Amazon, Costco, Walmart, Albertsons, Kroger, Publix, and Aldi.
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The request covers six years of data on how the retailers buy beef, their purchasing strategies, retail prices, profit margins, and assessments of the market.
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The investigation is part of a broader examination announced by the Justice Department back in May into possible antitrust violations in the meatpacking sector.
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Showing 761–780 of 5,321 · page 39 of 267
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