Wall Street Breakfast

Markets expect the Fed chief to signal a rate cut, but will he ? (0:17) Walmart earnings: bull case and bear case . (3:01) Another Meta AI revamp ? (5:06) 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 Seeking Alpha Premium at se...

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMAT, UNH, and...

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch . (3:27) Concern over Meta AI bot behavior. (4:29) Show Notes Ethereum to $15,000 by year end?   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 a...

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: COHR, RRGB, and more Foxconn sees AI server...

CAVA slides after comparable sales disappoint . (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs —potential rival to Musk's Neuralink - report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CRWV, INTA, and more Judge rules Musk must face OpenAI’s claims of ‘years-lo...

The consumer price index held few surprises , boosting stocks. (0:15) Sea Limited rallies on solid revenue . (2:21) Have a good talk with Barbie AI ? (3:31) Show Notes Citi boosts its S&P target   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 see...

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Pot stocks, BBAI, and more China urges firms not to use Nvidia's H20 chips, Bloo...

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01) Show Notes The best sectors for tactical investors   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, sub...

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers today: Crypto stocks, AI, and more Apple’s Siri delay is said to mask bigger...

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings . (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34) 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,...

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC . (0:15) OpenAI unveils GPT 5 . (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking.  (4:32)     Show Notes  The Trade Desk shares get hammered Intel CEO reaffirms commitment to the company Episode transcripts:  seekingalpha.com/wsb   Sign up for o...

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired . (5:05) Show Notes Warner Bros. Discovery mixed results   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch . (02:15) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: ABNB, DKNG, and more The Week After: How has MSFT performed since FQ...

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble . (2:21) Telsa, Musk sued over robotaxi. (2:46) Show Notes The competition for ‘dip alpha’ is heating up   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 see...

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: AMD, ANET, SMCI, and more Super Micro sinks as Q4 results, Q1 outlook falls short Nvidia reiterates its AI chi...

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years . (1:14) The story of the rupee is somewhat too sensational. (3:17) Show Notes Don’t jump out of the saddle when stocks slide Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, HIMS, and more Taiwan Semi starts legal actions against potential trade secret violators - report Berkshire Hathaway...

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027 . (0:15) Watch out, Duke & Duke. Orange juice futures tumble . (2:42) Charts point to seasonal weakness for the S&P. (3:31) Show Notes Tyson Foods rallies after higher beef prices power a beat-and-raise quarter Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to an...

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: BLDE, COMM, and more Amphenol set to...

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49) 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...

Microsoft and Meta  earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10). Show Notes:  Wall Street slumps to a negative close as trade jitters counter earnings euphoria UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down Microsoft outlines...

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, FIG, and more Amazon posts a powerhouse quarter again; shares fall as guidance is weighed Apple rises after '...

Microsoft joins Nvidia with $4T market cap after ‘ slam dunk ’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher . (1:06) Fed’s favorite inflation gauges comes in hot . (1:46)   Show Notes Tesla robotaxi chauffeurs?   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...

Apple (AAPL) expected to report ' good headline numbers ' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview . (00:24) Bessent: Trump baby accounts ' a backdoor ' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: META, MSFT, and mo...

The FOMC keeps rates steady , but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50% . (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46) Show Notes Q2 GDP tops forecasts, but underlying growth a worry   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div...