Wall Street Breakfast

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51) Episode transcripts seekingalpha.com/wsb . Show links:  Bitcoin falls below $80,000, at risk of erasing all post-election gains Red Robin's surprise rally shows investor...

Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip . (4:40) Show Notes Median age of first-time homebuyers tops 50 Analysts applaud Nvidia 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...

Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: SNOW, CRM, and more Moderna slides on report o...

Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history. 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 exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and...

McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump . (2:38) Amazon unveils Alexa+ with AI. (4:08) Show Notes Wells Fargo says good time to buy communications - see their picks Super Micro options bulls get windfall Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, sto...

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: LCID, SMCI, and more Alibaba's video, image making AI tool o...

Consumers are ' smelling the coffee ' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble . (2:50) Show Notes Hedge fund VIP stocks Lucasfilm head set to retire Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades,...

Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and more Gold racks up another record high on tariff concerns, spikin...

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints . (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10)  Show Notes Find top growth stocks in the small-cap space Robotaxi pure play WeRide lands key Beijing approval Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to a...

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: HE, EQX, and more Bybit hack: $1.5B stolen from ethereum wallet...

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile . (3:07) Show Notes Goldman Sachs' Rising Stars List 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, divi...

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15). Episode transcripts:  seekingalpha.com/wsb Show links:  Forg...

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out ' premium lite ' in major markets - report. (02:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: MELI, CELH, XYZ, and more New No....

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film . (4:11) Show Notes Wedbush's Ives defends Palantir Alibaba jumps after 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, subscribe to Seeking Alph...

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut . (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: PLTR, CVNA, and more Beyond Meat in talks with l...

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e . (3:53) See the new king of the ETFs. (4:33) Show Notes Homebuilding stalls in cold January 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/subscriptions .

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: BMBL, GB, and more RFK Jr. tells HHS staffers childhood v...

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17) Show Notes Nine in 10 fund managers say U.S. stocks overvalued, most since 2001 Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, divi...

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: INTC, DAL, and more Short sellers reduce be...

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21) Show Notes Citi’s ‘Thematic 30’ Stocks OPEC+ delaying April production hike? Dividend Roundup Earnings Calendar Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, div...

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00) Show Notes: Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush Trump announces reciprocal tariffs January CPI Report: S...

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin , other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest . (03:46) Episode transcripts seekingalpha.com/wsb . Show links:  U.S. electricity demand growth through 2027 will be like adding another California Ray Dalio's Bridgewater takes new stake in Tesla, exits Micr...

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15). Show Notes: Gold edges lower for second straight session, backing off all-time high Trump announces reciprocal tariffs Powell Leaves Fed's Rate Options Open Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for f...

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: CSCO, RDDT, and more Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT m...

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01) Show Notes 5 reasons the Mag 7 are vulnerable  Citadel’s Ken Griffin slams Trump's trade rhetoric 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...