Wall Street Breakfast
Episodes
The Week Ahead: Disney Earnings, April Inflation
07 May 2023
Contributed by Lukas
Disney (NYSE:DIS) is set to report second quarter earnings, as Guardians of the Galaxy vol. 3 is set to dominate screens worldwide. As the US labor ma...
Catalyst Watch: SLOOS, CPI, Disney Earnings Preview
06 May 2023
Contributed by Lukas
Catalyst watch for the week of May 7. Seeking Alpha Managing News Editor Kim Khan says CPI is next week but another report is taking the spotlight, SL...
Apple Rises on Q2 Results
05 May 2023
Contributed by Lukas
Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing i...
PacWest Confirms Sale Talks
04 May 2023
Contributed by Lukas
Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following st...
Fed Decision Day, Then What?
03 May 2023
Contributed by Lukas
Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short rep...
Yellen Warns U.S. Could Default on Debt Soon
02 May 2023
Contributed by Lukas
U.S. government could run out of money, measures by June 1, Yellen tells McCarthy (00:52). Struggling to find a buyer, Vice (VICEM) is preparing to fi...
JPMorgan to Acquire First Republic Bank
01 May 2023
Contributed by Lukas
First Republic Bank (FRC) is seized, will be sold to JPMorgan (00:33). Nornickel (NILSY) board recommends no dividend for first time since 2009 (05:21...
FOMC, Mega-Caps And The VIX With JD Henning And Chaim Siegel
30 Apr 2023
Contributed by Lukas
JD Henning on upcoming FOMC meeting - will be this be the 3rd rate hike this year? (2:00) Mega-cap stocks priced to perfection (5:00) Is the VIX broke...
The Week Ahead: Auto Updates & Apple Earnings
30 Apr 2023
Contributed by Lukas
Lots to look out for in the auto sector, with key earnings reports due and electric vehicle updates from Ford (F) and Volkswagen (OTCPK:VLKAF). The FO...
Catalyst Watch: FOMC Meeting, Apple Earnings Preview
29 Apr 2023
Contributed by Lukas
Catalyst watch for the week of April 30. Seeking Alpha Managing News Editor Kim Khan shines the spotlight on what to expect from the upcoming FOMC mee...
Amazon, Pinterest, Snap
28 Apr 2023
Contributed by Lukas
Cloudy outlook erases Amazon's (AMZN) big post-earnings gains (00:38). Pinterest (PINS) falls 6% as Q1 beats, but Q2 costs ramp higher (03:06). Snap (...
Meta Platforms Soars
27 Apr 2023
Contributed by Lukas
Meta (META) earnings call: Never mind the ad beat, here's the AI future (and present). (00:46) Disney (DIS) sues Florida Gov. DeSantis after district ...
Big Tech: Alphabet, Microsoft
26 Apr 2023
Contributed by Lukas
Alphabet (GOOG) (GOOGL) earnings call: The AI promise at Google, and improving YouTube (00:49). Microsoft's (MSFT) Nadella wants to 'grab the opportun...
First Republic Stock Slides
25 Apr 2023
Contributed by Lukas
First Republic (FRC) stock slides after deposits sank by more than $70B in Q1 (00:38). GM (GM) and Samsung (SSNLF) may join hands to set up EV battery...
Philips Rises, Revenue Beat
24 Apr 2023
Contributed by Lukas
Philips (PHG) stock rises ~10% as Q1 earnings grow, €575M provision for recall suit (00:40). Outflows at Credit Suisse (CS) reached $69B in Q1 and a...
Earnings Season, Skewed Growth Figures And Quant Ratings With Steven Cress
23 Apr 2023
Contributed by Lukas
Head of Quantitative Strategies at Seeking Alpha Steven Cress joins Managing News Editor Kim Khan to discuss how quant ratings can help investors navi...
The Week Ahead: Amazon Earnings & Bitcoin Potential
23 Apr 2023
Contributed by Lukas
Amazon (AMZN) is set to report earnings, and analysts are all over the map as they try to factor in inflation. Despite recent dips, Bitcoin (BTC-USD) ...
Catalyst Watch: Q1 GDP, Amazon Earnings
22 Apr 2023
Contributed by Lukas
Catalyst watch for the week of April 23. Seeking Alpha Managing News Editor, Kim Khan says the blackout period starts for the FOMC ahead of the May me...
Analysts Weigh AT&T Free Cash Flow
21 Apr 2023
Contributed by Lukas
AT&T (T) posts worst drop in years as analysts weigh another hard cash-flow road ahead (00:34). U Power (UCAR) surges 1,150% intraday in its mark...
Tesla Falls, Margin Miss
20 Apr 2023
Contributed by Lukas
Tesla (TSLA) falls after lower pricing, high expenses contribute to margin miss (00:57). U.S. GoldMining (USGO) prices $20M IPO, debuts today.(08:27) ...
Dominion, Fox News Settle Defamation Case
19 Apr 2023
Contributed by Lukas
Dominion, Fox News (FOX) settle $1.6B defamation case for reported $788M (00:52). Netflix (NFLX) flags as subscribers beat, but revenue slows in Q1 (0...
Bellus Surges After GSK Reaches Deal
18 Apr 2023
Contributed by Lukas
Bellus (BLU) surges ~100% after GSK (GSK) reaches deal to acquire cough drugmaker for ~$2B (00:41). Apple (AAPL) opens its first store in India, build...
Merck Agrees To Acquire Prometheus
17 Apr 2023
Contributed by Lukas
Merck (MRK) inks ~$11B all-cash deal to acquire Prometheus (RXDX). (00:35) Fox News (FOX) defamation trial delayed amid reports of settlement push (01...
Bank Earnings, Charles Schwab Takeover And Clean Energy With Kirk Spano
16 Apr 2023
Contributed by Lukas
Timely market insights with Investing Expert Kirk Spano. Fed rhetoric and interest rates (2:00), What recent bank earnings mean for the financial sect...
The Week Ahead: Transportation Updates & California Solar
16 Apr 2023
Contributed by Lukas
The travel and transportation sectors are in for a slew of key updates in the earnings week ahead.Tesla (NASDAQ:TSLA) expected to post updates, amid o...
Catalyst Watch: Housing Indicators, Tesla Earnings
15 Apr 2023
Contributed by Lukas
Catalyst watch for the week of April 16. Seeking Alpha Associate News Editor, Kevin Curran says investors can expect the latest housing indicators in ...
Bank Earnings On Tap
14 Apr 2023
Contributed by Lukas
Banks Q1 earnings focus on deposit levels, outlook (00:31). DOJ says Adobe (ADBE) agrees to $3M settlement over kickback allegations (04:44). NY-based...
Consumer Inflation Eases, Core Remains Hot
13 Apr 2023
Contributed by Lukas
Consumer inflation eases in March: core CPI rises 5.6% Y/Y, as expected (00:43). SoftBank (SFTBY) sells most of its remaining Alibaba (BABA) stake ami...
CPI Day
12 Apr 2023
Contributed by Lukas
March CPI expected to cool further, but to a level still well above Fed's target (00:48). Wells Fargo (WFC): ‘Expect a 10% correction in the next 3-...
Alibaba Unveils New AI Product
11 Apr 2023
Contributed by Lukas
Alibaba (BABA) unveils new ChatGPT-like service to be integrated across all its products (00:32). Bitcoin (BTC-USD) crosses $30,000 to hit 10-month hi...
New Tesla Factory in Shanghai
10 Apr 2023
Contributed by Lukas
Tesla (TSLA) to build new factory in Shanghai for Megapack battery (00:39). Baidu (BIDU) sues Apple (AAPL) and app developers over bogus Ernie bot ap...
The Week Ahead: CPI Report, Tesla Price Cuts
09 Apr 2023
Contributed by Lukas
The closely-watched March consumer price index report is due for release. Tesla (NASDAQ:TSLA) cuts prices on all US models. The new Super Mario Bros. ...
In-Line Payrolls Indicate Fed's One Last Hurrah
07 Apr 2023
Contributed by Lukas
The March jobs report (out on a stock market holiday) took some steam out of the weak labor market narrative of the week. Seeking Alpha Director of Ne...
FedEx to Consolidate Operations
06 Apr 2023
Contributed by Lukas
FedEx (FDX) to consolidate operations amid cost-savings effort (00:52). Tesla (TSLA) nearly triples total workforce at Austin gigafactory (05:29). Ama...
Digital World Drops Amid Trump’s Arraignment
05 Apr 2023
Contributed by Lukas
Trump SPAC Digital World (DWAC) drops amid former president's arraignment, delayed 10-K filing (00:55). J&J (JNJ) unit refiles for bankruptcy ove...
Virgin Orbit Crashes into Bankruptcy
04 Apr 2023
Contributed by Lukas
Virgin Orbit (VORB) files for bankruptcy after failing to find a source of funding (00:35). Why are Bob Iger and Ron DeSantis at odds? It's a long sto...
OPEC+ Output Cut
03 Apr 2023
Contributed by Lukas
McDonald's (MCD) reportedly orders offices closed ahead of expected layoffs (00:44). OPEC+ announces surprise oil production cut. (02:10) World Wrestl...
The Week Ahead: March Jobs Report & Auto Sales
02 Apr 2023
Contributed by Lukas
The March jobs report will be the most watched news of the week. The first few days of April will see a major focus on auto sales and deliveries numbe...
Catalyst Watch: Nonfarm Payrolls, Constellation Brands
01 Apr 2023
Contributed by Lukas
Catalyst watch for the week of April 2. Seeking Alpha Managing News Editor, Kim Khan explores the big topic of the week, nonfarm payrolls (00:32). See...
Virgin Orbit Slumps, Workforce Cuts
31 Mar 2023
Contributed by Lukas
Virgin Orbit (VORB) stock slumps ~43% in extended trading after co to ax nearly entire workforce. (00:42) Why did EVgo (EVGO) stock surge on Thursday?...
National CineMedia in Talks with Lenders
30 Mar 2023
Contributed by Lukas
National CineMedia (NCMI) jumps 19% as it notes talks with lenders. (00:44) LendingTree (TREE) announces 13% workforce reduction plan to reduce operat...
Biomea Climbs on Diabetes Drug Data
29 Mar 2023
Contributed by Lukas
Biomea (BMEA) climbs on Phase 2 data for Type 2 diabetes candidate. (00:42) Ermotti returns as UBS (UBS) CEO to guide Credit Suisse (CS) deal (01:45)....
Disney Job Cuts
28 Mar 2023
Contributed by Lukas
Disney (DIS) launches first of three job-cutting rounds this week - memo (00:41). Binance (BNB-USD) and CEO Changpeng Zhao sued by CFTC over regulator...
First Citizens Buys SVB
27 Mar 2023
Contributed by Lukas
FDIC inks deal for First Citizens (FCNCA) to buy Silicon Valley Bank (SIVB). (00:53) Tim Cook lauds Apple's (AAPL) 'symbiotic' relationship with China...
The Week Ahead: Apple’s Theatre Push and Lululemon
26 Mar 2023
Contributed by Lukas
Apple (AAPL) is looking to invest more in putting movies in theaters. Lululemon (LULU) is set to report earnings this week. And, Dollar General (DG) f...
Catalyst Watch: Fed Speakers, Video Rental Nostalgia
25 Mar 2023
Contributed by Lukas
Catalyst watch for the week of March 26. Seeking Alpha Managing News Editor, Kim Khan explores the topics Fed speakers will discuss following the FOMC...
Yellen: U.S. Prepared to Take More Actions
24 Mar 2023
Contributed by Lukas
U.S. prepared to take more actions to ensure deposits are safe, Janet Yellen says (00:50). Deutsche Bank (DB) shares tumble as cost of default insuran...
Federal Reserve: Rate Hike, ‘Additional Policy Firming’
23 Mar 2023
Contributed by Lukas
Nasdaq, S&P futures rebound from post-Fed slump as markets price in no more hikes (00:56). Coinbase (COIN) stock slides 14% after the bell as SEC ...
Federal Reserve: Hike or Not
22 Mar 2023
Contributed by Lukas
Federal Reserve faces dilemma — to hike or not as financial shock complicates (00:51). GameStop (GME) soars 31% after the retailer records a surpris...
First Republic Recovery?
21 Mar 2023
Contributed by Lukas
First Republic (FRC) recovers from record low on new rescue plan (00:40). Judge allows suits over JPMorgan (JPM), Deutsche Bank (DB) ties with Epstein...
UBS Acquires Credit Suisse
20 Mar 2023
Contributed by Lukas
UBS (UBS) confirms deal to acquire Credit Suisse (CS) for $3.25B in stock (00:39). Midsize banks press FDIC to insure all deposits over next two years...
The Week Ahead: Fed Meeting, AI 'Megatrend'
19 Mar 2023
Contributed by Lukas
The market anticipates the Fed will hike rates 25 basis points this week at a crucial 2 day meeting that has investors on edge. Nike (NKE) is expected...
Catalyst Watch: FOMC Meeting
18 Mar 2023
Contributed by Lukas
Catalyst watch for the week of March 19. Seeking Alpha Associate News Editor, Kevin Curran explains what could result from the FOMC meeting on March 2...
First Republic Bank: Bank Support, Suspends Dividend
17 Mar 2023
Contributed by Lukas
First Republic Bank (FRC) sinks after suspending dividend following bank support (00:41). FedEx (FDX) stock flies higher as cost-saving efforts bear f...
Credit Suisse Secures Loan
16 Mar 2023
Contributed by Lukas
Credit Suisse (CS) stock jumps 32% as lender secures $54B loan from Swiss National Bank (00:59). First Republic Bank (FRC) gains on report it's evalua...
DOJ, SEC Investigating SVB Collapse
15 Mar 2023
Contributed by Lukas
Silicon Valley Bank (SIVB) collapse, insider stock sales investigated by regulators - report (00:47). TikTok said to consider splitting from ByteDance...
Report: Another Auction of SVB
14 Mar 2023
Contributed by Lukas
FDIC is reportedly planning another auction of Silicon Valley Bank (SIVB) (00:45). Credit Suisse (CS) discloses 'material weakness' in reporting proce...
SVB Depositors to Have Access to Funds
13 Mar 2023
Contributed by Lukas
Silicon Valley Bank (SIVB) depositors to have access to all funds on Monday (00:38). Federal Reserve creates lending facility for banks.(01:35) Signat...
The Week Ahead: Feb CPI, FedEx Earnings
12 Mar 2023
Contributed by Lukas
The February Consumer Price Index to be released this week. Drama ensues over the Silicon Valley Bank (NASDAQ:SIVB) meltdown, while investors remain w...
Catalyst Watch: CPI, Silicon Valley Bank Contagion
11 Mar 2023
Contributed by Lukas
Catalyst watch for the week of March 12. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week featuring CPI (00:...
Silicon Valley Bank Plunges
10 Mar 2023
Contributed by Lukas
SVB Financial Group (SIVB) plunges 60%, leads banks lower (00:52). February jobs expected to ease from January's blowout number (02:52). Biden's budge...
Credit Suisse Delays Annual Report
09 Mar 2023
Contributed by Lukas
Credit Suisse (CS) shares drop after it delays annual report over SEC queries (00:48). Silvergate Capital (SI) to wind down operations, liquidate Silv...
Market Braces for Powell's Return
08 Mar 2023
Contributed by Lukas
S&P, Nasdaq, Dow futures tick up as market braces for the return of Powell (1:00). Senators unveil bill to rein in TikTok (BDNCE), 'adversarial' t...
Powell Begins 2-Day Testimony
07 Mar 2023
Contributed by Lukas
Investors eye Powell's Senate testimony for rate hike clues amid hot economic data (00:48). Meta Platforms (META) is reportedly ready to cut thousands...
Bill to Ban Senior Federal Officials from Stock Trading
06 Mar 2023
Contributed by Lukas
Hawley expected to introduce a bill to ban senior federal officials from stock trading. More cost cuts? Amazon (AMZN) is shuttering Go stores after HQ...
The Week Ahead: Jobs Report, New NBA Deal
05 Mar 2023
Contributed by Lukas
The February U.S. jobs report could mean interest rates will be raised more than expected. The NBA is rolling toward a new multiyear deal for rights t...
Catalyst Watch: Non Farm Payrolls, TikTok Ban?
04 Mar 2023
Contributed by Lukas
Catalyst watch for the week of March 5. Seeking Alpha Managing News Editor, Kim Khan gives a rundown of the catalysts for the week including what to e...
Ericsson Paying $207M Fine
03 Mar 2023
Contributed by Lukas
Ericsson (ERIC) paying $207M fine to resolve breached DOJ deal. Apple (AAPL) supplier, Foxconn (FXCOF) said to build $700M iPhone plant in India in sh...