Wall Street Breakfast

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...

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors . (2:15) 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...

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: FDX, SMCI, TGNA and more Investment News Quiz Th...

BoE hawkish turn wipes out market hopes for Fed cuts . (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls , while global music revenue keeps rising . (2:46) Show Notes Stocks most neglected by hedge funds Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days . (01:41) Trump: Israel hit Iran gas field, no US/Qatar role ; warns against Qatar attacks. (02:56)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MU, FIVE, and more U.S. urges firms to strengthen Microsoft tool s...

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘ well and truly over .’ (1:20)     Show Notes Oil is the new Fed chair Stocks tumble as yields climb   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

What is “ Hunter Alpha ”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance . (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DOCU, LULU, and more Microsoft may challen...

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking . (2:40)    Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter her...

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal . (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘...

Private credit funds  limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch . (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love to short Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...