Wall Street Breakfast

Latest Episodes:

Dip buyers face froth fighters Mar 03, 2026

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Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)
Show Notes
The Jefferies AI Beneficiary Basket
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Tech drags futures lower Mar 03, 2026

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Travel stocks slide in wake of conflict Mar 02, 2026

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Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)
Show Notes
The Jefferies AI Risk Basket
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War shock sends oil up Mar 02, 2026

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Khamenei killed, oil set to surge Mar 01, 2026

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What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)
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OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup
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Wall Street Roundup: Nvidia beats and drops in edgy market Feb 27, 2026

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Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)
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There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)
Episode transcripts: seekingalpha.com/wsb
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Netflix taps out on WBD Feb 27, 2026

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Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report
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AI premium fades as staples surge Feb 26, 2026

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Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)
Show Notes
Jane Street now top holder of silver ETF
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C3.ai’s big miss Feb 26, 2026

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Microsoft, Nvidia, Uber back Wayve's $1.2B funding Feb 25, 2026

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Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)
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HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds
Episode transcripts: seekingalpha.com/wsb
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