logo
episode-header-image
Jun 2023
14m 59s

Catalyst Watch: AI, 'Winner-Take-More' G...

SEEKING ALPHA
About this episode
Catalyst watch for the week of June 11. Seeking Alpha Managing News Editor Kim Khan breaks down his favorite week, Fed week. He tells us how the markets will react once CPI is released (00:37). Seeking Alpha Associate News Editor Kevin Curran gives investors a preview of what to expect when Oracle Corporation (ORCL) reports earnings. (05:04) Oracle leads to another hot topic, AI. Will there be a hotter buzz word in 2023 and which companies will really reap the benefits?

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:

Oracle Corporation (ORCL)
Wall Street Breakfast: Smoke Alarm
Wildfires, smoke and air quality bring up the climate ETF discussion
AI looking like a 'winner-take-more' game - Goldman
Australia central bank unexpectedly hikes rates by 25 bps, more tightening likelyBank of Canada hikes rate by quarter point, resuming tighter policy
Oracle takes another AI step with Cerner-FDA partnership

Up next
Yesterday
Inflation report still in sight
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTok, Roblox, Yeti, Alani Nu, Sephora, and more. (01:35) Instagram (META) boss 'exploring' a separate TV app for video content - repo ... Show More
6m 17s
Oct 9
Meet Ferrari's Elettrica
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes J.P. Morgan’s top tech stocks to short Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to a ... Show More
4m 15s
Oct 9
Netflix levels up
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:26) Trump says ACA subsidies won't be discussed until government shutdown ends. (02:26)Episode transcripts seekingalpha.com/wsb.Sho ... Show More
6m 48s
Recommended Episodes
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
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
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
Apr 2021
Are You $avvy?
The stock market hits a new high. JPMorgan Chase CEO Jamie Dimon expresses bullishness about the economic recovery and concern about the future. Constellation Brands serves up strong growth. Amazon gains ground in digital advertising and announces plans to open its first grocery ... Show More
39m 10s
Feb 2023
CNBC Special Report: Taking Stock 2/14/23
CNBC’s Frank Holland has your post-CPI playbook. Bleakley Advisory Group’s Peter Boockvar discusses the hotter-than-expected CPI report and what it means for the Fed going forward. David Steinberg, co-founder and CEO of Zeta Global, a data-driven cloud marketing company, discusse ... Show More
44m 51s
Nov 2022
684. News: Daylight builds for the LGBTQ+ community and the FCA hits back at trading apps
Our expert hosts, Benjamin Ensor and Amy Gavin, are joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Billie Simmons, Co-Founder & COO, Daylight Charlie Conchie, Reporter, City A ... Show More
56m 33s
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
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
May 2023
Equity Monday: Hey look, OpenAI is even richer now
Alex is back on the mic for your Monday rundown and  digging into OpenAI, earnings, First Republic Bank, and ARM. Oh, and startups as well!It's another big earnings week, and we're excited to see how Uber, Coinbase, Apple and Hubspot have performed!First Republic Bank is no more. ... Show More
9m 2s
Mar 2023
TikTok Under Fire
The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. (0:21) Emily Flippen and Ron Gross discuss: - Fear of a recession vs. fear of a banking contagion - Whether social media giants like Meta Platforms and Snap stand ... Show More
39m 21s