Wall Street Breakfast

Latest Episodes:

Stellantis pays $26B for EV bets Feb 06, 2026

Show notes

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: AMZN, STLA, and more
Intel, AMD notify customers in China of lengthy waits for CPUs - Reuters
President Trump unveils TrumpRx website for low-cost prescription drugs
Amazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026
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Crypto crash continues Feb 05, 2026

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Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)
Show Notes
Stocks to buy amid the ‘software apocalypse’ – Wedbush
Spotify to sell physical books
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Alphabet’s growth comes with a capex bill Feb 05, 2026

Show notes

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: QCOM, GOOG, and more
Rare earth stocks sink as Trump administration floats tariffs to implement price floor
Nvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: report
Nike faces U.S. probe for alleged DEI-related discrimination against white workers
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Washington Post announces sweeping layoffs Feb 04, 2026

Show notes

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15)
Show Notes
Claude gets salts with ChatGPT over ads
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.

Bahama Breeze comes off Darden’s menu Feb 04, 2026

Show notes

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: AMD, SMCI, and more
Group of BP investors seeks proof that shift to oil and gas will bring value
Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
Bitcoin-led crypto selloff wipes out nearly $468B in market value - report
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PayPal CEO out, Disney succession set Feb 03, 2026

Show notes

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)
Show Notes
Pepsi boosts shareholder returns
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Palantir powers past expectations Feb 03, 2026

Show notes

Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: PLTR, TER, and more
Alphabet's Waymo valued at $126B in latest funding round
India's stock market rallies as investors cheer U.S. trade deal
Uber reenters Chinese market after years, starting with Macau
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Disney outlook casts a shadow Feb 02, 2026

Show notes

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)
Show Notes
January jobs report delayed
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Cautious start for Wall Street Feb 02, 2026

Show notes

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg
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Warsh looms over jobs report Feb 01, 2026

Show notes

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)
Show Notes
Earnings Calendar
Dividend Roundup
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