Wall Street Breakfast

Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NCLH and NIU SA Asks: What's next for quantum computing stocks? What will happen t...

Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs . (5:05) 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 grad...

Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35). Episode transcripts: seekingalpha.com/wsb Show links:  Novo Nordisk slips after data for next-gen obesity...

British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings : Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: DOCU, PTON, and more Trump to invoke wartime law as...

Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35). Episode transcripts: seekingalpha.com/wsb Show links:  S&P on track to end in correction territory, Nasdaq slumps more than 2% February sees surge in short interest for crypto stocks led by MSTR, COIN Sign up for our daily newsletter here and for full access to...

Intel (INTC) announces Lip-Bu Tan as new CEO ; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: INTC, ADBE, and more SentinelOne tumbles as weak guidance o...

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in s hutdown mode ? (2:11) Spotify pays out r ecord royalties . (4:06) Show Notes Nvidia's GTC can't come fast enough  Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclus...

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GRPN, MOMO, and more TSMC pitches Intel foundry joint venture t...

Alphabet looks to meet AI demand with nuclear power . (0;15) Southwest surges after introducing bag fees . (2:34) Trump looking to peruse the Tesla lot . (3:31) Show Notes Is this the market bottom? 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 seeki...

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: DAL, TSLA, and more SA analysts...

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade . (4:55) Show Notes Has the government forgotten what a real recession is?  Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divide...

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500 . (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16)   Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto stocks, CKPT, and more Taiwan Semiconductor's February...

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings . (2:12) DOJ still wants to break up Google. (3:41) Show Notes Piper Sandler's actionable picks amid selloff 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, sub...

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55). Show links:  Anheuser-Busch Q4 Earnings Transcript U.S. trade deficit has spiked to record highs amid tariffs fears A New Age For Crypto With John D'Agostino, John Hoffman And Chris Ku...

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook , reveals 'workforce reduction' program. (02:47) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers: AVGO, LUNR, a...

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45) Show Notes Layoffs soar as DOGE bites Marvell shares tumble Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds . (03:04) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MRVL, ZS, and more Microsoft w...

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind . (2:06) Banks rush to fill demand for bets on Russia . (3:44) Show Notes Tech stocks that can withstand the storm Disney planning ABC layoffs Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst rating...

Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33) Episode transcripts seekingalpha.com/wsb . Show links:  Bi...

The ' bro bubble ' in stocks and crypto has popped. (0:16) Target sees profit pressure . (2:12) Uber/Waymo driverless rides start in Austin. (3:15)  Show Notes Stocks best insulated from tariffs Okta rallies post-earnings 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...

"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover . (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: WBA, ILMN, and more Investors may be riding a ‘bucking b...

ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24) Show Notes Goldman's cheap healthcare picks Kroger CEO out for personal conduct Domino's joins the stuffed crust scene Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stoc...

Cryptocurrencies rally as Trump hypes up  strategic reserve , Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a ' super bubble .’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line . (02:40) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more Google co-founder urg...

Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings . (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01) Show Notes Earnings Calendar Time to stop using bonds as a hedge? 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...

Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20). Episode transcripts: seekingalpha.com/wsb . Show links:  UnitedHealth sends Medicare insurers lower after report on DoJ probe Elon Musk’s DOGE agents said to have g...