Wall Street Breakfast

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades . (1:13) Hedge fund managers goes from meme stocks to flying taxis . (1:54)   Show Notes Shakeup coming in one of the biggest gold ETFs Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend gra...

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and...

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud . (1:57) Was the April low a good sign for the market? (5:47)   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 Alph...

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links:  Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 a...

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand . (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: TSLA, DOCU, and more Amazon set to test AI-powered humanoid robo...

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up . (3:48)   Show Notes ETF inflows surge 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 seekinga...

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MDB, TOPS, and more Trump signs travel ban for citizens from 12 countries,...

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth . (0:57) UnitedHealth cancels former CEO stock awards. (3:50)   Show Notes Highest-conviction picks from Jefferies 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 Se...

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: CRWD, HPE, and more Trump calls Xi Jinping ‘extremely hard’ to make a deal with...

Mattel Studios will combine the toymaker’s movie and TV units . (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion . (3:04)   Show Notes Meta buying nuclear power Is the tech rally vulnerable? 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...

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off ' several hundred ' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CRDO, BMBL, and more U.S. pushes countries for best trade offers by Wednesday as tariff...

Meta intends to help brands create ad concepts with AI tools it’s developing . (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax . (2:43) Show Notes New AI stock darling Nebius looks to raise cash Morgan Stanley still bullish on U.S. exceptionalism Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and...

Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21) Episode transcripts seekingalpha.com/wsb . Show links:  Samsung said to be close to wide-ranging deal with Perplexity for AI features Asian steelmaker stocks fall as Trump mo...

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA sees major market inflection point . (5:24) 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 gra...

Nvidia gets another shrug from Wall Street post- earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off the radar Deckers Outdoors' volatility (9:00). Tariff uncertainty continues (11:15). Longer-term economic conversation (15:40). Musk, DOGE, and Tesla (17:00). Murky retail picture (18:25). Companies investing in Bitcoin (23:25). Show Notes...

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet Burgers (RRGB) swings to a profit launching shares 55% higher after-hours. (02:38) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: MRVL, PATH, GAP, and more Costco outpaces Walmart and Target again in the U.S....

Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than first estimated. (2:24) HP tumbles after earnings. (3:39)   Show Notes Now might be the time for this ultimate contrarian trade Episode transcripts: seekingalpha.com/wsb   Sign up for our daily newsletter  here and for full access to analyst rat...

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s (NVDA) Huang: China’s AI sector rapidly advancing without U.S. tech. (02:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: NVDA, AI, and more U.S. pauses exports of airplane engine tech to China - report G...

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI) stock craters after takes steps to enhance liquidity. (01:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: OKTA, BOX, and more SpaceX's Starship loses control mid-flight, 30 minutes after launch Texas g...

Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump Media (DJT) prepares $3 billion fundraising to spend on crypto - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: INFA, PRTA, and more Trump says US Steel will remain under American control w...

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power per household. (4:48)   Show Notes Earnings Calendar The ticking fiscal time bomb 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...

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point (8:40). Moody's downgrade and bonds (9:30). Show Notes: Target Q1 Earnings Call Transcript Tech Stocks - Focus On What Management Isn't Talking About Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for ful...

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38) Disney (DIS) moves to block YouTube (GOOG) (GOOGL) from hiring former executive for sports role. (02:19) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: WDAY, INTU, and more Japan could trigger a ‘global fina...

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop . (1:03) Solar stocks get hammered . (3:19)   Show Notes The most crowded hedge fund longs 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...

Trump: Time would seem right to take Fannie Mae, Freddie Mac public . (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNOW, URBN, and more Microsoft files legal action against malware Lumm...