Wall Street Breakfast

Microsoft and Meta  earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes:  Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines...

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after '...

Microsoft joins Nvidia with $4T market cap after ‘ slam dunk ’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher . (1:06) Fed’s favorite inflation gauges comes in hot . (1:46)   Show Notes Tesla robotaxi chauffeurs?   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, su...

Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: META, MSFT, and mo...

The FOMC keeps rates steady , but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50% . (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div...

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers We...

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales . (1:31) Union Pacific and Northern Southern seal merger . (5:07) Show Notes UPS fails to provide outlook amid macro uncertainty   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen...

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav ; Wiedenfels to head networks unit 'Discovery Global'. (01:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tue...

Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20). Show Notes: AI may hold the key to the U.S. debt problem Apollo economist says Luckin Coffee's early tes...

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal . (1:01) Baidu unveils next-generation digital human technology. (1:52)   Show Notes Trump says a trade deal with China is close Huawei unveils potential Nvidia rival Investors shift to value amid meme froth Episode transcripts:  seekingalpha.com/wsb   Sign up for our daily newsletter ...

The Fed is expected to keep rates steady , but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44) 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 scores, dividend grade...

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45). Show Notes:  Waiting On Tech Earnings, Don't Overplay Market Seasonality Alphabet Q2 2025 earnings call transcript Tesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and ener...

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger . (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53)  Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: INTC, PARA, and more Google said to have bagged $1.2B cloud contract from S...

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning . (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07) Show Notes Would replacing Powell at Fed really save on debt?   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades,...

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve , escalating pressure on Chair Powell. (02:42) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock mover...

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates . (1:37) Fiserv slumps . (2:04) Show Notes Who is paying the tariffs so far?     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/subs...

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack , citing lax security. (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: TXN, ENPH, and more Trump's 'AI Action Plan' for potential global dominance...

Philip Morris reports surprise cigarette strength . (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze . (3:20) Show Notes Why high-beta stocks are threatening the broader market Two AI models claim victory in math Olympics Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant...

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: MEDP, NXPI, and...

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance . (1:14) Sarepta struggles as it defies FDA . (2:00) Show Notes Figma looks to raise $330 million in IPO 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 a...

Microsoft (MSFT) server software hit by widespread cyberattack . (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: XYZ, and more Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid...

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37) 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, s...

Crypto legislation back on track , Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links:  New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double prod...

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: NFLX, NSC, and mor...

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links:  Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still K...