Wall Street Breakfast

Super Micro Computer (SMCI) offers up prelim Q2 results , $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip . (02:53) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more Schwab offers 24-hour trading to all ret...

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry . (1:12) Corporate sentiment highest on record. (5:08) Show Notes EU aims for an AI continent 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...

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI  ‘not for sale’ (3:15). Show Notes Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here a...

The yellow meta l is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps  surprise . (2:07) Show Notes Super Micro Computer stock up almost 50% heading into earnings Nvidia named Tactical Outperform by Evercore David Tepper's Appaloosa beefs up China bets Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access t...

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: BP, X, and more Disney beginning to worry about costs of Disney...

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection . (1:40) Elliott takes BP stake . (3:18) Show Notes  Earnings Calendar Top 10 value stocks 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...

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00).  Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood ( HOOD ) and Strategy ( MSTR ) (11:00). Proposed US Sovereign Wealth...

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: AMZN, PINS, and more Tesla increases Model X prices by $5,...

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick . (1:16) Roblox tumbles after earnings. (2:51) Show Notes BofA's top 10 growth stocks Skyworks Solutions sinks on Apple plans 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...

MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: QCOM, F, and more Intel partners with Japanese...

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban Show Notes Fed’s hawkish lean and AI tech jolt shifting bull narrative Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant sc...

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce , consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: GOOG, AMD, and more Trump's Gaza proposal would see U.S. t...

Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges . (2:19) No more Super Bowl bets on Robinhood. (3:45) Show Notes Poll: Investors overwhelmingly disapprove of tariffs Most bullish and bearish ETFs 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 S...

Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: PLTR, SYNA, and more Delta Air Lines partners...

U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43) Show Notes What do you think of Trump's tariff 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...

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30). Show Notes: Musk calls USAID 'beyond repair' as he moves to shut down aid agency Stock index futures tumble as global tariff battles begin Episode transcripts:  seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant...

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38) Show Notes Palantir Earnings Preview 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...

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks ' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20). Show Notes: Meta Q4 2024 Earnings Call  Labor costs accelerate slightly in Q4 vs. Q3 Fed's preferred inflation gauge rises, personal spending surges in December...

Oil may be excluded from new tariffs (0:30), initial jobless claims  unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).  Show Notes Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report 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...

Q4 GDP rose 2.3% with business inventories rising . (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages . (2:54) Another TikTok bid surfaces. (4:46) Show Notes Fed policy 'isn't a reason to be bullish' anymore Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividend grades, subscrib...

American Airlines plane crash : Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSLA, MSFT, and more Reaction Roundup: SA...

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had ' no contac t' with Trump. (1:35) Nvidia facing new China sale restrictions ? (2:27) Show Notes Stocks finish down, off lows Citron touts Alibaba's new Qwen AI models Microsoft probing if DeepSeek improperly used OpenAI data Moomoo is an advanced investing trading platform that integrates real-time and comp...

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank ( OTCPK:SFTBY ) to invest in robotics AI startup Skild AI: report. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ASML, LC, and more What did we learn from the...

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric . (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: NVDA, GGG, and more Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup Top c...

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity . (5:01) Show Notes What is DeepSeek? The Nvidia selloff in context Suddenly the Dow looks good again Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock q...