Wall Street Breakfast

Latest Episodes:

Gallup ends presidential approval tracking Feb 12, 2026

Show notes

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)
Show Notes
The big stealth rally that few noticed
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McDonald’s arching toward 50K Feb 12, 2026

Show notes

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion
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Jobs beat shifts Fed cut timeline Feb 11, 2026

Show notes

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)
Show Notes
Key levels frothy assets have to keep
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.

Amazon adds BETA to cart Feb 11, 2026

Show notes

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs
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Flat retail sales highlight K-shaped economy Feb 10, 2026

Show notes

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)
Show Notes
Goldman Sachs Panic Index near ‘max fear’
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BP cuts the flow on buybacks Feb 10, 2026

Show notes

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers
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ChatGPT growth reaccelerates Feb 09, 2026

Show notes

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)
Show Notes
Wedbush adds two names to Ives AI 30 list
Super Bowl Indicator Leans Bullish
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HIMS loses weight in premarket trade Feb 09, 2026

Show notes

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38)
Episode transcripts seekingalpha.com/wsb.
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The Super Bowl indicator returns as Wall Street’s superstition
China urges banks to curb U.S. Treasury exposure - report
Elon Musk: SpaceX prioritizes building city on moon over Mars
As the dollar goes, so go Trump's approval ratings - BofA
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Delayed data deluge Feb 08, 2026

Show notes

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)
Show Notes
Chart of the week
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: risk off Feb 06, 2026

Show notes

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)
Show Notes:
President Trump unveils TrumpRx website for low-cost prescription drugs
Bitcoin and software stocks have been more correlated in the last months
Episode transcripts: seekingalpha.com/wsb
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