Wall Street Breakfast
Disney makes a splash with guidance
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
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.
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
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.
- Broadcast on:
- 14 Nov 2024
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
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.
Show Notes
Long Magnificent 7 still considered most crowded trade
ASML Holding confirms long-term targets amid AI-fueled chip boom
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.