Wall Street Breakfast

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV . (4:11) Show Notes Palantir signs deal with The Nuclear Company JetBlue’s second-largest investor threatens to sell Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst...

Jane Street co-founder said to have been ‘ duped ’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: FUL, KTOS, and more Meta recruits three OpenAI researc...

Roundhill files for Humanoid Robot ETF . (0:15) More housing market cracks as new home sales sink . (1:28) Walmart testing out Dark Stores . (3:51) Show Notes Nvidia gest new Street-high price 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 seek...

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU , registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more Beijing vows retali...

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles . (1:39) Trump lashes out at Israel and Iran. (2:04) Show Notes Oil prices sink on Iran export expectations Doughnut divorce Speeding Tesla robotaxis Episode transcripts  seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analys...

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart (WMT) stretches its summer deals event out to six days. (02:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: TDOC, CHWY, and more China set for 100+ DeepSeek-like AI breakthroughs in 18 months, ex-offi...

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO. (01:30) Texas governor signs law mandating warnings on certain foods. (02:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: TSLA, NTRS, and more DeepSeek aids China’s military, evades export controls - rep...

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks ; Tehran reportedly rushing to export oil. (01:04) SoftBank's Masayoshi Son is said to propose $1 trillion U.S. AI hub to TSMC (TSM) and Trump team. (01:45) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: CRCL, GMS, and more Stellantis and Renault urge EU to ease re...

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12) 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...

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05). Show Notes: Housing starts plunge more than expected in May, building permits also drop Netflix quietly slides into live TV business via partnership with France's TF1 Alibaba-backed Mi...

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation . (1:14) Traders watching this pizza indicator . (2:19)   Show Notes Hexagon launches new humanoid robot What is MiniMax? X sues New York Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divi...

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love . (3:49)    Show Notes The 5 mega forces driving equity conditions 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 Pr...

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI solutions to U.S. Defense Department. (01:25) Amazon (AMZN) extends Prime Day to four days for the first time. (02:10)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: Solar stocks, and more G7 Summit: L...

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads . (0:51) Cocoa prices cooling . (2:09)   Show Notes  The Fed ‘hates’ Trump’s policies 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...

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SRPT, CSCO, and...

Trump promises peace between Israel and Iran ‘ soon .’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)   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 grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subsc...

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links:  Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession ? War Scenarios: A Guide For Investors Episode transcripts:  seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy Sign up for...

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links:  Oracle...

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price...

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks . (2:04) GameStop sinking again. (3:02)   Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27 , above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US st...

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)   Show Notes More nuclear-AI love   Tesla sets tentative robotaxi debut date 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 See...

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GME, PLAY, and more...

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola . (1:13) Novo Nordisk up on activist stake report. (2:30)   Show Notes Citi boosts its S&P target and earnings forecast Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divid...

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner , not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America r...