Wall Street Breakfast

Chinese AI lab DeepSeek rattles Silicon Valley . (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: NVDA, crypto stocks, and more Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI...

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results . (3:10) Alphabet may be sitting on an Nvidia rival . (5:53) Show Notes Six of seven bubble conditions have been met Earnings calendar Dividend roundup Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock...

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50). Episode transcripts: seekingalpha.com/wsb Show links:  Netflix Q4 2024 Earnings Call Transcript The Return Of The AI Trade AI Project Stargate A Go Pfizer: One Of The Next...

Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery . (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: Crypto stocks, TXN, and more Trump third term? Lawmaker proposes constitutional amendment CAC...

GE Aerospace stock hits its highest level in more than 20 years . (0:16) What's up with Musk and Project Stargate ? (4:44) Charts indicate bitcoin $150,000 . (7:20) Show Notes AAII sentiment survey shows massive swing to bulls from bears American Airlines' outlook overshadows upbeat Q4 results EA sinks on FC 25, Dragon Age underperformance Episode transcripts: seekingalpha.com/wsb Sign up for our...

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: EA, ASTS, and more Puma races to cut costs after FY profit miss sends stock l...

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32) Show Notes 12 Small-cap momentum stocks to watch Procter & Gamble organic sales Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores, dividen...

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges . (00:24) Space stocks soar on upbeat sentiment , Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: NFLX, UAL, and more Top 10 ETFs by Netflix exposure...

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08) Show Notes BofA’s best financial, consumer stock ideas for 2025 Argus says Gap's turnaround is taking shape Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals . (02:02) Costco union workers vote in favor of strike . (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: VATE Teck Resources forecasts higher copper production in 2025 One of the most iconic resorts on the...

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59)  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 g...

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35). Episode transcripts:  seekingalpha.com/wsb Show links:  Nasdaq ends with 2% rally, yields slump as core CPI inflation cools Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline Ban...

FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist : Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: JBHT, RIVN, and more FTC sues l...

Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode . Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant s...

Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35)  U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: TSM, LUV, and more High drama in the cocoa market with key demand repo...

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo , Citi pop after earnings. (2:56) Nvidia announces Quantum Day . (4:41) Show Notes The Momentum Factor ETF is coming off a great 2024 but still oversold   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...

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative . (03:10) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: Quantum computing stocks, and more Mastercard reaches...

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40) Show Notes Stocks look halfway done with pullback as bull market resets  Robinhood named best idea for 2025 Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commis...

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: KBH, CHGG, and more Not just X! Elo...

As the ICR retail conference starts, most big names are seeing selling . (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule . (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after slashing sales outlook for 2025 Find out more about Seeking Alpha's Virtual Analyst Reports  here .

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: ITCI, and SAGE Apple plans iPhone revamp, push into smart ho...

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar . (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27) Show Notes Zuckerberg slams Apple The most overbought and oversold stock markets Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter  here and for full access to analyst ratings, stock quant scores...

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir ) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25). Episode transcripts: seeki...

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: MVST, RKLB, and more Taiwan Semiconductor's Q4 revenue beats estimates amid growing A...

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain . (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgrades on Nvidia worries Find out more about Seeking Alpha's Virtual Analyst Reports  here .