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Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
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Know What You See with Brian Lowery
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1 Spilling the Tea on Cross Culture Comedy: Jesse Appell’s Journey in China 29:42
29:42
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In this episode, comedian and tea enthusiast Jesse Appell of Jesse's Teahouse takes us on a journey from studying Chinese comedy to building an online tea business. He shares how navigating different cultures shaped his perspective on laughter, authenticity, and community. From mastering traditional Chinese cross-talk comedy to reinventing himself after a life-changing move, Jesse and host Brian Lowery discuss adaptation and the unexpected paths that bring meaning to our lives. For more on Jesse, visit jessesteahouse.com and for more on Brian and the podcast go to brianloweryphd.com.…
Wall Street Breakfast
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Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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
1001 episoder
Marker alle som (u)afspillede ...
Manage series 3571233
Indhold leveret af Seeking Alpha. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Seeking Alpha eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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
1001 episoder
All episodes
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Wall Street Breakfast
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1 Apple to unveil new product, Walmart reports results 6:02
6:02
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New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21) Show Notes Citi’s ‘Thematic 30’ Stocks OPEC+ delaying April production hike? Dividend Roundup 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 .…
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Wall Street Breakfast
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1 Earnings reactions and the next wave of AI speculation 9:10
9:10
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CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00) Show Notes: Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush Trump announces reciprocal tariffs January CPI Report: Say Goodbye To Rate Cuts 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
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1 Biggest movers Airbnb, Roku surge as Twilio slides 6:14
6:14
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Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin , other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest . (03:46) Episode transcripts seekingalpha.com/wsb . Show links: U.S. electricity demand growth through 2027 will be like adding another California Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves Defense stocks slide after Trump’s comments on spending cuts 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
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1 Market getting used to higher rates for longer 7:23
7:23
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Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15). Show Notes: Gold edges lower for second straight session, backing off all-time high Trump announces reciprocal tariffs Powell Leaves Fed's Rate Options Open 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
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Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: CSCO, RDDT, and more Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report 'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy Nathan’s Famous, century-old hot dog brand, said to be considering sale 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
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January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01) Show Notes 5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoric 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
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1 Super Micro gains on preliminary Q2 report 5:49
5:49
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Super Micro Computer (SMCI) offers up prelim Q2 results , $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip . (02:53) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more Schwab offers 24-hour trading to all retail clients - report Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America DoorDash targets 2025 growth with focus on grocery, ads, and international expansion 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
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AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry . (1:12) Corporate sentiment highest on record. (5:08) Show Notes EU aims for an AI continent Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply , visit moomoo.com for more details .…
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Wall Street Breakfast
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1 Trump signs new order; GameStop eyeing Bitcoin? 5:19
5:19
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Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15). Show Notes Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more 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
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The yellow meta l is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise . (2:07) Show Notes Super Micro Computer stock up almost 50% heading into earnings Nvidia named Tactical Outperform by Evercore David Tepper's Appaloosa beefs up China bets 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
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Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: BP, X, and more Disney beginning to worry about costs of Disney vacations: report Here's why one economist sees no Fed rate cuts this year Fed rate hike could come as early as June: Apollo’s chief economist Find out more about Seeking Alpha's Virtual Analyst Reports here .…
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Wall Street Breakfast
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1 CPI set to show inflation 'stubbornly strong' 6:31
6:31
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January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection . (1:40) Elliott takes BP stake . (3:18) Show Notes Earnings Calendar Top 10 value stocks 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
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1 AI earnings, tariff threats, and bellwether stocks 17:48
17:48
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Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood ( HOOD ) and Strategy ( MSTR ) (11:00). Proposed US Sovereign Wealth Fund (14:20). Episode transcripts: seekingalpha.com/wsb Show links: Shorting Palantir: Valuation Matters How to fund a U.S. sovereign wealth fund? 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
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1 e.l.f. Beauty’s glow fades on weak guidance 6:27
6:27
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TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: AMZN, PINS, and more Tesla increases Model X prices by $5,000 in the U.S. Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum 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
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1 House reps target DeepSeek government ban 5:47
5:47
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Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick . (1:16) Roblox tumbles after earnings. (2:51) Show Notes BofA's top 10 growth stocks Skyworks Solutions sinks on Apple plans 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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