Wall Street Breakfast

January payrolls double forecasts , push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan . (1:43) Unity plunges on weak outlook. (2:13) Show Notes Key levels frothy assets have to keep 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...

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits . (01:52) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: HOOD, NET, and more OpenAI, Samsung, SK Telecom to start sett...

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance . (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee . (1:56) Show Notes Goldman Sachs Panic Index near ‘max fear’ Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divi...

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook . (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ON, CRDO, and more Cisco introduces AI networking chi...

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses . (0:43) China urges banks to curb U.S. Treasury exposure . (1:26)     Show Notes Wedbush adds two names to Ives AI 30 list      Super Bowl Indicator Leans Bullish Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratin...

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks ’ (SBUX) premium market with first flagship store. (01:38)  Episode transcripts seekingalpha.com/wsb . Show links:  The Super Bowl indicator returns as Wall Street’s superstition China urges banks to curb U.S. Tre...

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola , McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)   Show Notes Chart of the week 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 gr...

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for  Hershey (10:45) Next week's earnings and economic data (12:00) Show Notes: President Trump unveils TrumpRx website for low-cost prescription drugs Bitcoin and software stocks have been more correlated in the last months Episode transcripts: seekingalpha.com/wsb Sign up for our daily ne...

EV strategy reset: Stellantis (STLA) books $26B charge , won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low . (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, STLA, and more Intel, AMD notify customers in China of lengthy waits...

Bitcoin falls below $70K , nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy . (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply . (1:57)   Show Notes Stocks to buy amid the ‘software apocalypse’ – Wedbush Spotify to sell physical books Episode transcripts seekingalpha.com/wsb . Sign up for our daily newslette...

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset . (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: QCOM, GOOG, and more Rare earth stocks sink as Trump...

The paper shutters Sports desk , curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral . (2:15) Show Notes Claude gets salts with ChatGPT over ads Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, SMCI, and more Group of BP investors seeks proof that shift to oil and gas will bring value Nvid...

PayPal ousts CEO Alex Chris , poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor . (1:02) SpaceX-xAI sparks debate over deeper Tesla integration . (2:30) Show Notes Pepsi boosts shareholder returns 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...

Palantir pops as Q4 results , guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, TER, and more Alphabet's Waymo valued at $126B in latest funding round India's stock...

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt . (1:57) Trump plans critical minerals stockpile called Project Vault . (3:00) Show Notes January jobs report delayed Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades...

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: ORCL, crypto stocks, and more Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner Ford,...

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00) 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,...

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30) Show Notes: Trump picks Kevin Warsh as new Fed Chair Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down The Mag 7 are no longer trading as a unified group Episode transcri...

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish ? (1:25) What Seeking Alpha analysts say . (2:21) Show Notes Miss the action? You can still bet on Fed chair 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 se...

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by  removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: SNDK, TSLA, and more Microsoft reportedly inks $750 million cloud deal with AI fir...

Software stocks slide sharply as Microsoft , ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN . (2:59)     Show Notes Altria outlines dividend strategy 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...

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down . (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22) Episode transcri...

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars . (2:54)   Show Notes Amazon cuts 16,000 jobs 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 Alph...

ASML plans about  1,700 job cuts . (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: TXN, QRVO, and more Amazon reportedly sends premature layoff email to workers fearing big cuts...