Wall Street Breakfast

Latest Episodes:

UBS hikes private credit default view Feb 25, 2026

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UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report
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FedEx demands tariffs return to sender Feb 24, 2026

Show notes

FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract
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Futures slip amid renewed tariff-related uncertainty Feb 23, 2026

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Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips
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Wall Street Roundup: Supreme Court Rules Feb 20, 2026

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Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)
Episode transcripts: seekingalpha.com/wsb
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The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market
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Carvana drops despite higher sales Feb 19, 2026

Show notes

Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates
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Japan sends $36B flowing into U.S. energy Feb 18, 2026

Show notes

SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS
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Masimo jumps as Danaher nears $10B deal Feb 17, 2026

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Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report
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Walmart headlines holiday earnings week Feb 15, 2026

Show notes

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)
Show Notes
Goldman’s AI pair trades
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 Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wall Street Roundup: economic data, earnings updates Feb 13, 2026

Show notes

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)
Episode transcripts: seekingalpha.com/wsb
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Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist
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Buy now, pay later: A split decision Feb 13, 2026

Show notes

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks.
Episode transcripts seekingalpha.com/wsb.
Show links:
Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats
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