Wall Street Breakfast

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SLP, TGLS, and more China AI firm reveals $92M of...

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: APLD, STAA, and more OpenAI plans retai...

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LEVI, SHEL, and more Iran, Oman to charge fees for Hormuz transit during ceasef...

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand . (1:40) Show Notes Delta hikes baggage fees Benchmark’s Best Ideas List Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule ; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HUM, UNH, and more Anthropic targets $30B re...

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48)       Show Notes Credit default swap volumes hit record     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scor...

PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report. (01:05) Soleno Therapeutics (SNO) rallies on report of $2.5B Neurocrine (NBIX) buyout talks. (02:20) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SLNO, TWLO, and more S&P 500 “up 80% of the time” i...

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations . (2:51)   Show Notes Delta expected to report solid numbers Earnings Calendar   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...

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations . (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55) Show Notes Stocks hedge funds love to short McDonald’s makes big moves to win back value crowd   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access...

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: RC, CLDX, and more Intel to boost stake in Sam...

Nike shares fall on weak outlook, options , analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes . (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)     Show Notes Artemis II moon mission     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gra...

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NKE, BYND, and more Trump to address nation Wednesday on Iran as U.S. sig...

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell , expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)     Show Notes The biggest pain trades of Q1   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscr...

Gold (XAUUSD:CUR) suffers historic monthly rout , but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers: SPCE, MKC, and more Unilever, McCormick near merger to create global...

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: ORGN, RKLB, and more BofA strategist sees weak...

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise , military plans advance . (2:14) Show Notes Earnings Calendar Dividend Roundup Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show links:  Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market Correction Strait of Hormuz disruptions send global plastics prices soaring Secretary of State Rubio says the war with Iran will continu...

Mortgage rates continue to rise, but housing market is gradually improving . (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: U, VERI, and more Trump’s signature to appear on U.S. currency,...

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale . (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: OLPX, SMCI, and more Trump team reportedly exploring...

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms . (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘ live with it .’ (1:59)     Show Notes Meta ties exec rewards to $9T valuation     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to a...

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan . (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ARM, KBH, and more Elon Musk's SpaceX may file for...

Heavy oil futures trades appear before Trump post , raising timing questions (0:15) BofA reinstates bullish ratings on Oracle , Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)       Show Notes Citi’s negative ROE trend stocks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks . (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CLB, OTLK, and more OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report Broa...

Trump sparks big moves in stocks and oil , signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals . (2:19)     Show Notes Citi’s top stocks for positive ROE trends   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SNPS, SMCI, and more SA Asks: What can Congress do to protect Social Sec...