Wall Street Breakfast

Founder of EPB Macro Research Eric Basmajian joins Daniel Snyder for a discussion around real-time inflation metrics (1:10), Q2 not a good earnings quarter for most companies (7:30), yield curve a fairly reliable indicator of where US economy is heading (10:10) and why he's sticking with a defensive portfolio (19:20). This is an abridged conversation from Seeking Alpha's Investing Experts podcast.Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow Notes:Follow Eric BasmajianSubscr

U.S. lawmakers will address AI security concerns, as ChatGPT has made OpenAI one of the fastest growing website on the planet. Walmart (WMT) and Home Depot (HD) earnings reports are in, as the economic calendar is heavy on the retail sector this week. And, the sky is NOT the limit for investors, with big opportunities in the space industry.Our links:Wall Street BreakfastSeeking 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 PremiumA 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 PicksAlpha 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.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst Watch Quick Dividend Stock Picks Home Depot Earnings PreviewWalm

Catalyst watch for the week of May 14. Seeking Alpha Managing News Editor Kim Khan says look out for retail sales, new home sales and existing home sales reports next week (00:33). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Walmart (WMT) reports earnings (03:45). Hot topic: CPI, is the Fed’s plan working? (04:46) Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Catalyst watch: AI talk, ON Semiconductor event, hedge fu

Elon Musk says he's picked a new Twitter CEO; Tesla (TSLA) shares jump (00:46). PacWest (PACW) stock resumes drop after pledging more collateral to discount window (05:03) . J&J (JNJ) talc victim group seeking $30B in fraudulent conveyance complaint (04:07). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Peloton Interactive spins lower after recalling 2.2M exercise bikes due to seat hazardPeloton Is Ready For A New Look; Its Stock Is NotPresident Biden's debt-limit

Disney (DIS) dips amid in-line earnings, improved streaming losses despite sub decline (00:58). Polar Power (POLA) now taking pre-orders for a new line of mobile EV chargers, stock jumps 52%. (02:29) Shockwave Medical (SWAV) ticks higher amid takeover speculation (07:19). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Apple's Tap to Pay feature said to face fresh EU antitrust scrutinyBitcoin: A New War Is BeginningDisney: Fiscal Q2 Earnings Miss And Subscriber DeclineAC

April CPI report may show little, if any, progress in slowing inflation (00:44). Paramount (PARA) to cut 25% of workforce across entertainment divisions (08:03). Rocket Lab (RKLB) to launch four Starling satellites for NASA from New Zealand in Q3 (04:40). Our links:Wall Street Breakfast: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: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: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.Wall Street Breakfast on TwitterShow links:Famed investor Stan Druckenmiller sees hard landing coming (update)MVB Financial says Integrated Financial acquisition terminated'Everything app:' Twitter launches new feat

Palantir Technologies (PLTR) stock soars 26% as Q1 tops expectations (00:34). LinkedIn (MSFT) to lay off 700 employees, shut down China-focused app (06:22). SMX (SMX) shares rally as company ramps up efforts against stock manipulation (05:15).Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Palantir Earnings: SBC Slowdown And Real GAAP ProfitsYellen said to be reaching out to CEOs about U.S. debt ceilingTesla breaks ground on lithium refinery in Texas3D Systems slashes 6%

'No good options,' but Yellen doesn't rule out emergency measures to avoid U.S. default (00:52). Berkshire Hathaway (BRK.A) (BRK.B) Q1 operating earnings rise 13%; ratchets up stock buybacks (02:46). What's in store for Lucid (LCID) in Q1? (07:15)Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Berkshire Hathaway won't buy control of Occidental Petroleum, Buffett saysPost-Fed the new market buzzword is SLOOS - here's what to knowCatalyst Watch: CPI report, Icahn showdown

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 market shows signs of resilience, the April inflation report is in this week. And, top auto execs from companies like Tesla (TSLA), Uber (UBER) and General Motors (GM), Uber are set to speak at a major car conference.Our links:Wall Street BreakfastSeeking 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 PremiumA 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 PicksAlpha 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.Wall Street Breakfast on TwitterShow Links:Stocks to WatchCatalyst WatchDisney Earnings Preview

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, SLOOS. (00:32) Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Disney (DIS) reports earnings. (04:24) Hot topic: Non-farm payrolls, regional banks and the Federal Reserve all in one week. (08:34) Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Post-Fed the new market buzzword

Apple (AAPL) pops as Q2 results aided by iPhone strength, unveils $90B buyback (00:33). Nonfarm payrolls reports expected to show jobs growth easing in April (05:26). The Duckhorn Portfolio (NAPA) buys a wine production facility in California for $55M (08:03).Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Bank rout: Contagion fears, market manipulation or self-fulfilling prophecy?FDIC set to propose assessment on larger banks to replenish insurance fund - reportJ&J

Banking conditions have improved; pause decision not yet made: Powell press conference (00:48) PacWest Bancorp (PACW) confirms sale talks following stock plunge (2:18). J&J (JNJ) spinout Kenvue (KVUE) raises $3.8B through upsized IPO, making it largest of year (08:06).Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Restaurant M&A: Darden Restaurants to acquire Ruth's Hospitality in $715M dealApollo-led group nears acquisition of Arconic for $30 a share - WSJJ&

Federal Reserve expected to boost policy rate by 25 bps again - then pause? (00:44) Icahn Enterprises (IEP) drops on new Hindenburg Research short report (06:32). How Investors Should Think About AI, Micron (MU), Tesla (TSLA) And The Fed With Chaim Siegel (03:37). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:The Fed Is Set To Tighten The Screws Further On The EconomyCVS Health closes acquisition of Oak Street HealthRevlon emerges from Chapter 11 protectionBiden said t

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 file for bankruptcy (08:49). Morgan Stanley (MS) to slash 5% of jobs as dealmaking suffers - reports (07:27). Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: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: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.Wall Street Breakfast on TwitterShow links:FDIC proposes changes to deposit insurance system in wake of bank failuresHow Investors Should Think About AI, Micron, Tesla And The Fed With Chaim SiegelHollywood write

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). Astellas Pharma (ALPMF) agrees to buy Iveric Bio (ISEE) for $5.9 billion (06:35).Our links:Wall Street Breakfast:Seeking Alpha's Wall Street Breakfast brings the top news to investors every morning. Released by 8:00 am ET, it's all the news you need to know for your market day.Seeking Alpha Premium: 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: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.Wall Street Breakfast on TwitterShow links:Iveric Bio: ACP Advances As GATHER Results Continue To ImpressArm confidentially files for U.S. initial public offeringNornickel board recommends no dividend for first time since 2009Will Appl

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 broken? (7:10) Chaim Siegel on what inflation is doing and will the Fed cause a recession? (11:30) Tech stocks and AI's inflection point (19:05). This is an abridged conversation from Seeking Alpha's recent Investing Experts podcasts recorded with JD Henning on April 24, and Chaim Siegel on April 20, 2023.Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakf

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 FOMC is expected to raise interest rates by 25 basis points at this week’s meeting. And, investors are zeroing in on Apple (AAPL) this week, as the company gets set to report earnings.Our links:Wall Street BreakfastSeeking 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 PremiumA 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 PicksAlpha 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.Wall Street Breakfast on TwitterShow Links:Stocks to WatchEarnings Week AheadCatalyst WatchQuick Dividend Stock PicksApple’s Q2 PreviewKenvue

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 meeting (00:29). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Apple (AAPL) reports earnings (04:20). Hot topic: The NFL draft is here but what about a stock draft? Kim and Kevin are telling us which stocks made their list (08:09). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow li

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 (SNAP) slides 17% as revenue slumps worse than expected (02:20). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Urgent rescue talks for First Republic: Will U.S. government get involved?First Republic Is Likely The Next Shoe To DropAccenture to buy Einr AS, expanding logistics to NordicsCannabis stocks jump as bipartisan SA

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 clampdown (02:22). Biogen (BIIB) gains as Medicare to cover new Alzheimer’s drug with full FDA approval (08:44). Our links:Wall Street Breakfast: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: 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: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.Wall Street Breakfast on TwitterShow links:Tyson Foods to cut hundreds of corporate, senior leadership staff - reportNasdaq futures pop on Meta; S&P, Dow up as First Republic stabilizesMike Fay with Bloc