Logo
    Search

    Wall Street Breakfast: META Rockets

    enFebruary 02, 2023

    About this Episode

    Meta Platforms (META) rockets as Q4 results surpass expectations, unveils $40B buyback. Markets should 'feel better' by progress in debt limit talks - McCarthy. Crypto Thursday with Mike Fay, BlockChain Reaction on the Bitcoin (BTC-USD) and Ethereum (ETH-USD) rally following the Fed announcement.

    Our links:

    Wall Street Breakfast: seekingalpha.com/wsb
    Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00am ET, it's all the news you need to know for your market day.

    Seeking Alpha Premium: https://seekingalpha.com/premium/getting-started
    A comprehensive set of features and analysis that helps take the guesswork out of your investing decisions. Get the bottom-line on any stock or ETF with our Premium tools.

    Alpha Picks: https://seekingalpha.com/alpha-picks/subscribe
    Alpha Picks gives you two top stock picks each month, sifted from Seeking Alpha’s analysis of thousands of stocks. We do the work. You reap the rewards.

    Twitter: https://twitter.com/WallStBreakfast

    Show links:

    An Investor Roadmap For 2023 U.S. Debt Ceiling Crisis

    Peloton: https://seekingalpha.com/symbol/PTON

    Mike Fay, BlockChain Reaction: https://seekingalpha.com/author/mike-fay

    FTX founder Sam Bankman-Fried's bail conditions amended by judge

    Merck COVID-19 pill linked to virus mutations – study

    Recent Episodes from Wall Street Breakfast

    Nike ‘comeback takes time,’ shares drop

    Nike ‘comeback takes time,’ shares drop
    Nike (NKE) cuts revenue growth forecasts as macro headwinds to have 'pronounced' impact. (00:27) Biden, Trump go back and forth over inflation at first U.S. presidential debate. (01:47) Equinor (EQNR) comes up dry in first Argentina offshore well. (03:11)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: NKE, DJT, and more
    Meta may block news content on Facebook in Australia if forced to pay licensing fee
    NFL ordered to pay $4.7B after losing Sunday Ticket antitrust trial
    Tractor Supply shelves climate, diversity goals after pushback

    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.

    Walgreens plunges as it preps to shutter stores

    Walgreens plunges as it preps to shutter stores
    Shares hit multi-year-low on weak guidance. (0:16) Levi's shares fade fast. (3:47) Uber offers cash to ditch your car for 5 weeks. (4:26) 

    Show Notes
    Durable goods orders edge up in May
    The S&P 500 is the ‘perfectly constructed index’ - Goldman Sachs

    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.

    SpaceX said to hit $210B valuation, wins $843M NASA deal

    SpaceX said to hit $210B valuation, wins $843M NASA deal
    SpaceX said to hit $210B valuation, wins $843M NASA deal. (00:25) Baxter (BAX) issues Class 1 recall of Life2000 ventilators over battery charging issue. (01:43) Amazon (AMZN) plans to launch discount shopping with direct shipping from China: report. (02:33)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: BB, MU, and more
    The negative correlation between the dollar and the S&P 500 will continue - Piper Sandler
    Amazon joins $2T market cap club, boosted by Rivian stake and AI wave
    Morgan Stanley to deploy OpenAI-powered assistant for financial advisors

    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.

    Fed will take notice of FedEx

    Fed will take notice of FedEx
    Global macro proxy FedEx jumps on strong earnings. (0:16) Tesla attracts a new bull. (4:08) The IRS says sorry. (5:00)

    Show Notes
    Goldman’s top 50 high Sharpe Ratio stocks
    These 5 stocks in the S&P now have the highest prices following Chipotle's split
    Whirlpool stock jumps as Bosch weighs takeover bid

    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.

    Tech stocks recover, South Korea grants and Micron's Q3

    Tech stocks recover, South Korea grants and Micron's Q3
    Nasdaq, S&P snap 3-day losing streak as Nvidia rebounds (0:28), South Korea to start granting aid to chip manufacturers (3:20), and a Micron Q3 preview (4:55).

    Episode transcripts: seekingalpha.com/wsb

    Show links: 
    Nasdaq, S&P, Dow futures tick up after tech stocks recover
    Asia markets mixed on hotter-than-expected Australian CPI data; eyes on U.S. inflation data
    Exxon threatens to suspend French refinery if strike continues

    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.

    Pfizer working on new weight-loss drug mechanism

    Pfizer working on new weight-loss drug mechanism
    Weight loss drug candidate will differ from popular GLP-1s. (0:16) Tesla recalls thousands of Cybertrucks. (3:09) Hedge funds keep cashing in on tech. (3:55)

    Show Notes
    Airbus's stock falls more than 9% after cutting guidance
    U.S. consumer confidence pulls back in June, but range-bound for past two years

    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.

    Boeing shifts to stock deal to acquire Spirit Aerosystems

    Boeing shifts to stock deal to acquire Spirit Aerosystems
    Boeing (BA) offers to buy Spirit Aero (SPR) for $35 a share mainly in stock - WSJ. (00:28) Novo Nordisk (NVO) to spend $4.1B to build new plant for obesity drugs in N.C. (01:12) Oracle (ORCL): TikTok (BDNCE) ban in U.S. would 'adversely' impact earnings. (02:04)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: DJT, SEDG, EPAC and more
    Shein confidentially files paperwork for possible London IPO - reports
    Uber cutting out idle time for NYC drivers by enacting lock-out periods - report
    Google working on customizable chatbot product to rival Meta, Character. AI - report

    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.

    UAE gets ready to roll the dice on casinos

    UAE gets ready to roll the dice on casinos
    United Arab Emirates' Marjan Island could rival Macau. (0:16) What can Paolo Maldini tell us about soft landings? (1:49) Disney's 'Inside Out 2' on the way to $1 billion. (4:23)

    Show Notes
    Gap between growth and small-cap is huge, but don't call it a bubble
    Micron sees price target raised at Citi, Wolfe ahead of earnings
    CrowdStrike reaches S&P 500 Index five years after IPO

    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.

    ByteDance reportedly teams with Broadcom on AI chip

    ByteDance reportedly teams with Broadcom on AI chip
    ByteDance (BDNCE) working with Broadcom (AVGO) on advanced AI chip - report. (00:25) Fast-fashion firm Shein may abandon London IPO - report. (01:16) Freight M&A: UPS sells Coyote Logistics to RXO. (02:23)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: RXO, RMD, and more
    CDK Global works on fixing data breach that hit thousands of car dealers
    Microsoft has a 'hidden' $100B opportunity inside. And it's all about cybersecurity
    Gap between growth and small-cap is huge, but don't call it a bubble - Oppenheimer

    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.

    Inflation data and NIke earnings on the way

    Inflation data and NIke earnings on the way
    A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)

    Show Notes
    Stocks with the highest ROIC but not the highest valuation
    Apple and Meta have held talks about AI partnership
    GLP-1 drugs linked to reduced dementia risk: study
    Earnings Calendar

    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.