Wall Street Breakfast

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms . (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘ live with it .’ (1:59)     Show Notes Meta ties exec rewards to $9T valuation     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to a...

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan . (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ARM, KBH, and more Elon Musk's SpaceX may file for...

Heavy oil futures trades appear before Trump post , raising timing questions (0:15) BofA reinstates bullish ratings on Oracle , Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32)       Show Notes Citi’s negative ROE trend stocks Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks . (01:57) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: CLB, OTLK, and more OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report Broa...

Trump sparks big moves in stocks and oil , signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals . (2:19)     Show Notes Citi’s top stocks for positive ROE trends   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant s...

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: SNPS, SMCI, and more SA Asks: What can Congress do to protect Social Sec...

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors . (2:15) 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...

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: FDX, SMCI, TGNA and more Investment News Quiz Th...

BoE hawkish turn wipes out market hopes for Fed cuts . (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls , while global music revenue keeps rising . (2:46) Show Notes Stocks most neglected by hedge funds Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores,...

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days . (01:41) Trump: Israel hit Iran gas field, no US/Qatar role ; warns against Qatar attacks. (02:56)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: MU, FIVE, and more U.S. urges firms to strengthen Microsoft tool s...

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘ well and truly over .’ (1:20)     Show Notes Oil is the new Fed chair Stocks tumble as yields climb   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock qu...

What is “ Hunter Alpha ”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance . (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: DOCU, LULU, and more Microsoft may challen...

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking . (2:40)    Show Notes Is the S&P good for diversification anymore? Amazon unveils 1-hour delivery   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter her...

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal . (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: BYND, LNSR, and more OpenAI to cut back on side projects in push to ‘...

Private credit funds  limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch . (1:38) Record number of companies mention AI on earnings calls. (2:09) Show Notes The 20 stocks hedge funds love to short Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend...

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Monday: META, MU, gold stocks, and more Goldman Sachs sees S&P 500 rising to 7,600 on...

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts . (0:17) Micron earnings expected to show strong DRAM pricing . (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)   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...

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10) Show Notes:  CPI read: Airfares jumped 7% in February even before the spike in oil prices Oracle targets rapid AI infrastructure expansion  Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here an...

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Friday: ADBE, ULTA, and more News Qui...

IEA says 7.5% of global oil supply will be disrupted, the most in history . (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug . (1:54) Show Notes The 20 stocks hedge funds love the most Time to stop treating AI as a chatbot   Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to...

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook . (02:04)  Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Thursday: PATH, BMBL, and more U.S. targets China, Mexico, EU, and India in...

February CPI meets expectations , but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook . (1:27) JPMorgan tightens lending against private-credit loans tied to software . (2:32) Show Notes The most ‘disconnected’ tech trade     Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ra...

Oracle (ORCL) pops as Q3 results, guidance top estimates ; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05) Episode transcripts seekingalpha.com/wsb . Show links:  Biggest stock movers Wednesday: ORCL, AVAV, an...

AI startup Advanced Machine Intelligence also names its CEO . (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions . (1:04) Bill Ackman’s fund files for IPO on NYSE . (2:49) Show Notes Polymarket taps Palantir to help referee sports betting Episode transcripts seekingalpha.com/wsb . Sign up for our daily newsletter here and for full access to analyst ratings, stock quant score...

TSMC Jan-Feb r evenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26) Episode transcripts  seekingalpha.com/wsb . Show links:  Biggest stock movers Tuesday: HPE, RAIL, and more Iran says oil blockade will persist until attacks e...