Wall Street Breakfast

Twitter and its board on Monday came to a sale agreement with Elon Musk for $44 billion. Cenntro Electric Group shares are short circuiting after CEO Peter Wang began speaking and highlighting supply chain risks. Match Group rose after traders circulated a report that speculated the Tinder owner could be a possible target for Meta Platforms. Catch the WSB article here.

In a replay of the 2017 election, France's Emmanuel Macron has defeated candidate Marine Le Pen. Semiconductor companies are on tap to be in the spotlight following what has been a tumultuous start to the year. The U.S. pledged another $322M in military financing to help Ukraine. Catch the WSB article here.

Rumors swirl over the Apple car, as the company gets set to release Q1 earnings. Boeing is also gearing up to announce Q1 earnings, following announcements of aircraft delivery delays. And, after a two-year hiatus, nearly every major media company will head to Vegas for the world’s largest gathering of content and broadcast professionals. With host, Lauren Izso.

Happy Earth Day! This week's episode centers on sustainability and ESG investing. We are joined by Alex Snyder, Portfolio Manager at Centersquare Capital Management, and Jonas Wallmander, CEO of Azelio. 

A relentlessly hawkish Federal Reserve is ramping up market expectations for big interest rate hikes. The Department of Energy said Thursday it awarded 12 contracts for 30M barrels of oil from the SPR. Disney stock finds new low as Florida approves ending special tax district. Check out the WSB article here.

Meta Platforms slides as firm's checks say current quarter slowing worse than Q1. Netflix stock plummeted following earnings announcement. How much? Tesla's Elon Musk talks new robotaxi vehicle, higher prices and deliveries growth on conference call.

Netflix, competition hot in the high-stakes streaming media space. Elon Musk is keeping Twitter and its investors on tenterhooks Wednesday after sending another tweet. The Biden administration is launching a $6B program to rescue nuclear power plants at risk of closing.

Investors will get more data on the U.S. housing market today. Signs are emerging that Q1 earnings season will be more disappointing than expected. Recent statistics released by both New Jersey and Pennsylvania point to strong growth in sportsbook activity.

The Goldman Sachs economics team says that there is now a 35% chance of a U.S recession over the next two years, with the labor market a particular problem for the Federal Reserve. Heading into the first major earnings reporting season of 2022, companies that fall under the Software as a Service, or SaaS umbrella, are facing a challenging market that is likely to remain volatile for the foreseeable future. Online advertising names - the well-known Internet giants are facing rough macroeconomic seas ahead.

Elon Musk’s Twitter circus has more twists expected, Netflix reports Q1 earnings this week and New Jersey gears up for recreational cannabis.

ETFs in the energy and cyber sectors, why Tesla is a sell after Musk's attempt to buy Twitter and whether we're in a risk on or risk off market. With Michelle Culver, VP Portfolio Strategist at Global X, and David Trainer, CEO of New Constructs.

Permian drilling permits hit monthly record, META platforms shuffles its ad leadership, Russian Warship seriously damaged in the Black Sea

Pentagon summons top U.S. defense companies, Mexican truckers protest and Google pledges $9.5B in U.S. offices, data centers.

CPI expected to be hot, lumber slumps and recreational cannabis sales set for New Jersey.

Election runoff in France, banks' Q1 earnings and Musk changes his mind?

Big bank earnings expected to drop significantly following Russia’s invasion of Ukraine. Spotlight on retail crime and how some of the biggest U.S. chains are affected. Elon Musk takes on social media, as he becomes Twitter’s largest stakeholder, and Tesla ramps up production.

The Fed wants to contain US economic growth and normalize interest rates says Charles Lieberman, Partner and CIO at Advisors Capital Management. We discuss the relative imbalance in the labor market, concerning overall trends and why the inverted yield curve does not signal a recession. 4 stock picks for right now. We also dive deep into Seeking Alpha PRO which highlights under-the-radar stock ideas for those investors looking for an edge in the market (sign up for a free trial today).

EU to ban Russia’s coal imports, Shanghai lockdown grows and Apple to stream 'Friday Night Baseball'.

Fed calls for shrinking balance, commercial drone deliveries take off and Euronav and Frontline merge.

Fed gets serious about inflation and Dave & Buster’s acquires Main Event.