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Wall Street Breakfast

Wall Street Breakfast

Author: Seeking Alpha

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Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

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Our top stories today: Earnings season set for kickoff; bulls gain ground; and IPO process in question? Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Wells Fargo - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha TALKS is a weekly podcast covering what moved markets this week, featuring a panel of Seeking Alpha editors. The video can be seen on SeekingAlpha.com or our YouTube channel. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring: Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast; Brad Olesen, VP News; Steve Alpher, Managing Editor News, co-host Alpha Trader. Big Picture (0:53) Stocks were poised for a down week before an announcement ahead of Friday's open from Gilead (GILD) on a study for its COVID-19 drug remdesivir that improved risk appetite. Tech stocks rallied during the week, with the QQQ ETF (QQQ) hitting a record on Thursday. Financials struggled ahead of second quarter earnings next week. Money continues to flow to trends. Winners & Losers (3:41) Airlines were among the biggest losers, with the U.S. Global Jets ETF (JETS) down almost 6% for the week. Exploration and production companies also suffered, with Devon Energy (DVN) down more than 12% and Marathon Oil (MRO) giving up close to 13%. Cruise lines had a tough week again, though positive earnings from Carnival (CCL) buoyed losses a bit. What Caught Our Eye This Week (12:17) Steve: Ivy Leagues cancel fall sports. A sign of things to come? Might the NFL follow? Brad: Trend-following has taken over the narrative; Aaron: 3 Explosive Growth Stocks With Outstanding Management Teams, by Andres Cardenal and SMART Stocks Are The New FANG, by App Economy Insights; Nat: Nikon: Not Only A Camera Company With An Upside Of 50%+, by Andriy Blokhin. In Closing (20:11) Gold: fresh new all-time highs coming soon? It's been quiet, at least compared with some other asset classes. What's going on in China? A lot of volatility in their stock markets. Watch this space. Learn more about your ad choices. Visit megaphone.fm/adchoices
Walt Disney World opens, Nasdaq futures rise, Dow and S&P 500 futures drop. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock indexes futures trading cautiously, #BoycotFacebook and Walmart takes on Amazon Prime. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Social media meets social justice; clock is ticking for TikTok; and podcast plays. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Is another bull run in the making; lots of dry powder to support stock prices; and major policy U-turn on Huawei. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Liberty Health Sciences - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Hosted by Nathaniel E. Baker, Seeking Alpha Contributing Editor, this week's podcast features a holiday week-shortened roundtable of: Steve Alpher, Managing Editor News and co-host Seeking Alpha's Alpha Trader podcast; Jason Aycock, Senior Editor Media and Telecoms. Big Picture Non-farm payrolls beat expectations, with 4.8 million new jobs created in June versus 2.9 million anticipated. But weekly unemployment claims printed at 1 million for the 15th week in a row, in line with expectations. Markets rallied in a shortened trading week. Might investors be too sanguine about the weekly claims however. Stocks On The Move Facebook (FB) was in the news after a significant drop over ad boycotts announced last week. It rebounded this week as some analysts said much of the damage was priced in. The question remains what happens next month with advertisers, according to the guest. Articles and News Stories That Caught Our Eye This Week Jason: Facebook's Zuckerberg expects advertisers back 'soon enough' - report; Stephen: Energy turnaround, tech help S&P to best quarter since 1998; Nat: Why Many Day Traders Will Fail. You can now watch a video highlight of this episode on Seeking Alpha or on our YouTube page. Learn more about your ad choices. Visit megaphone.fm/adchoices
U.S. stock indexes futures rise, FOMC minutes and details of next coronavirus stimulus package clear up. Learn more about your ad choices. Visit megaphone.fm/adchoices
The U.S.-Mexico-Canada agreement, stocks in Q3; and record amount of unemployment benefits. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Fed and Treasury discuss coronavirus response; closing out the second quarter; and ignoring threats to impose security law. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Facebook boycott and Chesapeake bankruptcy; struggling for direction; and 737 MAX recertification. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - Protagonist Therapeutics - and other key events that could impact stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices
Alpha TALKS is a weekly video covering what moved markets this week, featuring a panel of Seeking Alpha editors. Hosted by Nathaniel E. Baker, Contributing Editor, and featuring: Aaron Task, VP Contributor Content and co-host Seeking Alpha's Alpha Trader podcast; Brad Olesen, VP News; Steve Alpher, Managing Editor News, co-host Alpha Trader. Big Picture (0:28) Coronavirus fears weighed on markets again this week. The Federal Reserve's stress tests caused selling in bank stocks. Quarter-end portfolio rebalancing may have had an effect as well. Winners & Losers (3:04) Winners and losers were once again scattered along the COVID-divide. Losers of the week included cruise lines such as Royal Caribbean (RCL) and Norwegian Cruise Line Holdings (NCLH), travel stocks like American Airlines (AAL), and retailers like Nordstrom (JWN). Winners of the week included Clorox (CLX), McCormick (MKC), and Dollar Tree (DLTR). The Federal Reserve stress test weighed on financial stocks (5:24). Banks have lagged the overall market and there is a sense that if these stocks can't get going, then it could weigh on the current rally (6:52). The fundamentals aren't particularly good and valuations may become a concern at some point (10:06). Articles and Stories That Caught Our Eye This Week (15:06) Brad: Gap +11% after inking Yeezy deal with Kanye West and Series of VIX, Gold, Silver ETNs axed by Credit Suisse; Steve: Canada loses AAA status at Fitch; Aaron: Microsoft (MSFT) and Apple (AAPL) closing retail outlets and The Fed Is Not Juicing The Stock Market by Trading Places Research; Nat: Retirement: A Storm Is Coming - The Inflation Monster by Rida Morwa. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Federal Reserve is placing limits on banks as the economy shows that this is not just a stress test. This episode features a special bonus segment, an interview with Mass Mutual's Bob Carroll from our SA for FAs podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
Wirecard files for insolvency proceedings, economic reports on watch, and Ford unwraps its 2021 F-150. Learn more about your ad choices. Visit megaphone.fm/adchoices
Nasdaq notched record high, another stimulus package in the making and money continues to roll into megacaps. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Trade deal is still intact; v-shaped?; and worker visas added to green card ban. Learn more about your ad choices. Visit megaphone.fm/adchoices
Our top stories today: Apple’s first virtual developer conference; rally goes on despite rise in coronavirus cases; and Wirecard shares crash again. Learn more about your ad choices. Visit megaphone.fm/adchoices
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Comments (6)

Juan Carlos Hernandez

thanks!

Feb 27th
Reply

J A

gunboat diplomacy in Hong Kong

Aug 12th
Reply (1)

Gabriel Quek

Petal to the metal... *facepalm*

Jul 3rd
Reply

Waldo Alvarado Jr

The background noise, please get rid of the background noise!

Apr 13th
Reply (1)
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