Wall Street Breakfast

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...

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock . (0:15) Boeing , UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)   Show Notes Silver taken over by meme traders? 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...

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: Health insurers' stocks, and more Silver sh...

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40) Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27!  Episode transcripts: seekingalpha.com/wsb Show links:  The world's largest restaurant chain mad...

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Investing Experts Live: Top Ideas for 2026 Biggest stock movers Monday: USAR, RVMD, and more Winter storm forces most flight cancellations since...

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)   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 grades, subscribe to Seeki...

Winter storm watch : Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01) Episode transcripts seekingalpha.com/wsb . Show links:  Investing Experts Live: Top Ideas for 2026 Biggest stock movers Friday: INTC, ISRG, and mo...

Rates climb after core PCE holds at 2.8% YoY . (0:14) GE Aerospace slips as analysts warn margin expansion may slow . (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)   Show Notes BofA’s best ideas list Register for Investing Experts Live: Top Ideas 2026 Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings...

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘ tariff-free zone ’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: DDOG, BABA, and more Apple starts Lunar New Year discounts in China, up to 1,000 yuan Trum...

Trump reverses course after Davos talks, sending stocks sharply higher . (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)   Show Notes Analysts defend Netflix amid underwhelming guidance Register for Investing Experts Live: Top Ideas 2026 Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and...

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NFLX, UAL, and more Key takeaways from Netflix earnings: Stock dip...

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings . (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)   Show Notes Greenland means ‘buy tech’ - Wedbush Register for Investing Experts Live: Top Ideas 2026 Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full...

Biggest stock movers Tuesday : NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report Trump floats 200% tariffs on French wines over Macron...

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘ bazooka .’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53) 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 grades...

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership . (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: MU, CEG and more Investing Experts Live-Top Ideas for 2026 France warns U.S. against Greenland seizure as Europe...

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Bank CEOs push back against Trump’s call for credit card interest rate cap   Amazon challenges Saks’ chapter 11 filing,...

Rally  keeps going as safe-haven demand surges. (0:15) Citi , BofA , Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO . (2:41)   Show Notes Biggest hedge funds shorts 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...

Saks Global files for Chapter 11 bankruptcy , secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: INTC, WRD, TVTX, and more U.S. formally clears Nvidia H200 AI chip e...

December core CPI comes in cooler . (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26 . (1:39) Show Notes Denny’s goes private 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...

Iran's top trading partners that could face new tariffs . (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29) Episode transcripts seekingalpha.com/wsb . Show links:  JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish Nvidia says no upfront payment needed for H200 chips SK Hynix to invest $13B in...

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap . (2:13) Show Notes Odds of Powell staying longer soar Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divid...