Wall Street Breakfast

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...

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Credit card firms, SNCY, WMT and mo...

Banks usher in Q4 earnings with JPMorgan setting the tone . (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (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, subscrib...

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00). Episode transcripts: seekingalpha.com/wsb Show links:  Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs Trump shared some December j...

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31) Episode transcripts seekingalpha.com/wsb . Show links:  Take the news quiz Biggest stock movers Friday: TLRY, AXTI, and more Trump's tilt towards crypto remai...

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46) Show Notes Top stock picks for January’s ‘dash to trash’ 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 A...

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech , starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: Defense stocks, and more Nvidia seeks f...

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman . (1:28) Job openings at lowest level since ’24 . (2:13)  Show Notes New GIFsentiment indicator gauges market mood Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subsc...

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Top 10 Stocks for 2026 Biggest stock movers Wednesday: VTYX, MBLY, and more GE HealthCare rejects unsoli...

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES . (0:57) Nio’s 1,000,000th vehicle rolls out of the factory . (2:16) Show Notes Odds of U.S. annexing Panama Canal shoot up The biggest stock surprise of 2026?   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend gr...

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: ZETA, MCHP, and more AMD unveils Zen 5–powere...