logo
episode-header-image
Jun 2023
10m 16s

Apple WWDC 2023 Preview

SEEKING ALPHA
About this episode
Apple (AAPL) WWDC 2023 preview: Mixed reality headset likely to be the star (00:55). Saudis to cut another 1M bbl/day while OPEC+ extends reductions into 2024 (02:18). Novo Nordisk (NVO) in talks to acquire French medical device maker Biocorp (03:05).

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 Twitter

Show links:

Stronger capital rules may be coming for the largest U.S. banks
Sony CEO downplays risk of cloud gaming on console market - FT
Mallinckrodt to consider filing for bankruptcy again - WSJ
Stratasys likely to reject 3D Systems takeover offer - analyst
Novo Nordisk: Dominating In Diabetes And Obesity
Dow notches best day since early Jan., Nasdaq, S&P rip after debt limit vote, jobs report
Monday's economic calendar
Restaurant chain Cava set to start IPO roadshow this week - report
Catalyst Watch: Apple's WWDC event, OPEC fallout and REITs on display
UBS expects to close Credit Suisse acquisition next week
Up next
Yesterday
Copper retreats, crude oil gains
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).Show NotesCopper retreats from record high, crude oil gains after EIA forecastU.S. stock ... Show More
6m 35s
Jul 8
Inflation expectations look anchored
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)Show NotesGoldman, BofA up S&P targetsEpisode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here ... Show More
4m 50s
Jul 8
Samsung warns of 56% profit slide
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)Episode tr ... Show More
4m 54s
Recommended Episodes
May 2024
Magnificent Seven Stocks: What’s Going on With Apple, Tesla, and Alphabet?
Sarah Hansen, Morningstar Inc markets reporter, explains why Apple and Tesla are diverging from the rest of the Magnificent Seven stocks. Also, details into a first ever dividend from Alphabet. Preston Caldwell, senior US economist for Morningstar Research Services, discusses why ... Show More
17m 4s
May 2023
Apple's Approaching $3T
The biggest company in American led a packed week of earnings and macro data. (0:21) Andy Cross and Ron Gross discuss: - The Fed's latest rate hike, April's jobs report, and the latest banking drama - Apple's surprising 2nd-quarter results and $90 billion share buyback plan - Sho ... Show More
39m 31s
Jun 2023
Apple at an all-time high
Apple closed at an all-time high and the S&P 500 index ended the day above 4325 points its intra-day high from last August and so a key level for technical analysts – the focus is now on today’s US inflation release. China’s central bank in a surprise move lowered its short-term ... Show More
10m 27s
Oct 2021
Equity Monday: Byju's raises more money, somehow, as tech stocks fall
This is Equity Monday, our weekly kickoff that tracks the latest private market news, talks about the coming week, digs into some recent funding rounds and mulls over a larger theme or narrative from the private markets. You can follow the show on Twitter here. I also tweet.Sorry ... Show More
8m 10s
Jul 2023
The Deal Room: The IPO market starts to thaw & CVC Capital Partners raises €26bn for the largest buyout fund in history
Stephen Barnett, our Director of Corporate Finance goes solo this week to cover three major topics in focus: Oddity IPO - The Israeli company ('where beauty meets Israeli technology') debuted on the Nasdaq. Lead book-running managers Morgan Stanley, Goldman Sachs, and Allen & Co. ... Show More
23m 29s
Sep 2023
Equity Tuesday: Arm's IPO won't resurrect private-market liquidity
Here's what Alex got into this morning:Earnings Season Never Ends: Gitlab, Asana, UiPath, Docusign, Rent the Runway and others will report this week.Crypto Down Bad: Prices for major cryptoassets are flat this morning, while the crypto venture picture is looking up to some degree ... Show More
9m 55s
Feb 2023
Animal Spirits Are Back For Markets
On today's episode of The Macro Trading Floor, Alfonso & Andreas take a look into another busy week in central banking with the Fed, ECB & BoE all announcing further rate hikes on their tightening cycles. Markets have rallied through January with the S&P 500 returning roughly 8% ... Show More
32m 55s
Sep 2023
When is an apple not an apple? When it’s a spanner of course!
Yes, Apple Inc. was the spanner in the equity markets’ works yesterday. In all fairness, it was actually the Chinese government turning the screw on Apple, as it sought to broaden its ban on foreign technology further. As Apple‘s share price dropped for the second day in a row, t ... Show More
9m 55s
Jan 2023
Are Markets Really Priced For A Recession? | John Normand
On today's episode of The Macro Trading Floor, Andreas and Alfonso welcome John Normand Cross-Asset Strategist, JPM alum for a global macro tour of the world. John walks through the most anticipated recession in history by looking at the current market pricing in FX, rates and cr ... Show More
55m 40s
Feb 2023
2-3-2023 – What Can We Learn from Earnings Reports, So Far?
Investors had been overly hopeful about tech, but Apple, Amazon and Google-parent Alphabet all reported earnings that disappointed Wall Street. Today's Stocks & Topics: HBI - Hanesbrands Inc., LECO - Lincoln Electric Holdings Inc., SI - Silvergate Capital Corp., VALE - Vale S ... Show More
45m 58s