Wall Street Breakfast

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45) Take our Investment News Quiz! Show Notes Wall Street's major averages slide after briefly tagging record highs as payrolls data lands Broadcom surges after Q3 results, new customer announcement makes analysts bullish Episode transcripts:  seeki...

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: LULU, AVGO, DOCU, and more Anthropic expands AI access restrictions to China-controlled firms over sec...

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF . (2:15) Job cuts this year already exceed 2024’s total. (3:07)  Show Notes Salesforce slumps post-earnings RFK Jr. reportedly replacing more vaccine panel members Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, di...

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off . (01:51) Gold reaches another record high. (02:51) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CRM, AI, FIG, and more Tesla robotaxi app now open to public riders Salesforce slides despite...

Holiday spending seen posting biggest decline since pandemic . (0:15) Macy’s rallies , while Dollar Tree warns on tariffs . (1:35) Job openings slump . (3:11) Show Notes Chick-Fil-A goes global 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 seekingal...

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more U.S. holiday spending likely to...

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff . (2:59) Show Notes The most overbought global stock markets   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....

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: FTNT, ULCC, and more Trump says India offered to cut...

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade . (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23) Show Notes  Earnings Calendar Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15). Show Notes Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook More Volatility Ahead In This AI Bull Marke...

Caterpillar raised the expected annual and quarterly impact of tariffs on its results . (0:15) Marvell Technology slumps on disappointing outlook . (0:58) Venture capitalist to be interim head of CDC . (2:02)     Show Notes Alibaba misses earnings expectations UnitedHealth under pressure over loans   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full ac...

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth  revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40) Show Notes Lumber on the brink of bear market territory as tariff-driven rally fizzles out Teva gets FDA nod for generic version of Novo's weight loss drug Pending home sales dip 0.4% in July, weak...

Nvidia tops expectations, but forecasts zero China sales . (0:15) White House says it has fired newly-appointed CDC director . (2:28) Tesla European sales continue to slide . (3:25)     Show Notes Snowflake rallies as AI boosts revenue YouTube, Fox avert blackout for now   Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, sto...

Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50). Show links:  'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10 Trump admin outlines rare earth plan to break China's dominance Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job Episode transcripts:  seekingalpha.com/wsb Sign up...

Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15). Show links:  The firing of Lisa Cook might be a warning for Powell IBM and AMD join hands to build future computing Gilead granted EU nod for twice-yearly HIV PrEP therapy AT&T strikes $23B deal to buy spectrum licenses from EchoStar Episode transcripts:  seekingalpha.com/wsb Sign...

Stock  futures  slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10). Episode transcripts:  seekingalpha.com/wsb Show links:  Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth Home sales falling through at highest rate in years Abercrombie & Fitch announces fashion partnership with NFL Sign up for...

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole , the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19) 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, div...

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30). Episode transcripts:  seekingalpha.com/wsb Show links:  Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks Chip stocks gain after Fed Chair Powell's speech at Jackson Hole Clevelan...

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: ZM, NIO, and more Elon Musk, Mark Zuckerberg discuss...

Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: COTY, NDSN, and more Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS...

Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination . (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: FUTU, ALC, and more U.S. expands 50% steel, aluminum tari...

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data . (2:43) Show Notes The Not-So-Nifty 50 revival stocks Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividen...

Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PANW, BLNK, and more Zelenskyy court...

Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list . (0:15) Dayforce surges on takeover speculation . (1:17) Soho House goes private for $9 a share . (2:16) Show Notes Stocks retail investors love the most   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 t...

Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking . (02:39) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NVO, DAY, and more Stocks retail investors...