Wall Street Breakfast

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FCC router ban plugs into gains Mar 24, 2026

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Trump roils markets touting quick end to Iran war Mar 23, 2026

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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
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Gold loses safe haven shine Mar 23, 2026

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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)
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Biggest stock movers Monday: SNPS, SMCI, and more
SA Asks: What can Congress do to protect Social Security benefits?
SA Asks: What happens if the Social Security fund runs dry?
Palantir's AI system Maven to be used as core US military system: report
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Trump gives Hormuz ultimatum but markets wary Mar 22, 2026

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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
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SMCI hit by export scandal Mar 20, 2026

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BoE fear hits Fed bets Mar 19, 2026

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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
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Micron tops, shares fall Mar 19, 2026

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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)
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Biggest stock movers Thursday: MU, FIVE, and more
U.S. urges firms to strengthen Microsoft tool security after Stryker cyberattack
SEC approves Nasdaq plan for tokenized stock trading and settlement
Pop Mart moves Labubu to big screen with Sony Pictures team-up
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Powell to stay on amid DOJ probe of Fed Mar 18, 2026

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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
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The AI no one claims Mar 18, 2026

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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.
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Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets
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OpenClaw's gamechanger moment Mar 17, 2026

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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 here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.