Wall Street Breakfast

Latest Episodes:

Wall Street Roundup: big name earnings Jan 30, 2026

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Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)
Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group
Episode transcripts: seekingalpha.com/wsb
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Trump picks Kevin Warsh as next Fed chief Jan 30, 2026

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Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)
Show Notes
Miss the action? You can still bet on Fed chair
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.

Fed chair pick—today? Jan 30, 2026

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Software selloff hits tech, markets Jan 29, 2026

Show notes

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)
Show Notes
Altria outlines dividend strategy
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.

Big Tech lights up the premarket Jan 29, 2026

Show notes

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: MSFT, META, TSLA, and more
Trump, Schumer discuss potential deal on DHS funding to avert shutdown - report
Bumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reports
Nvidia CEO says Chinese government yet to clear H200 imports
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Fed hits the pause button Jan 28, 2026

Show notes

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)
Show Notes
Amazon cuts 16,000 jobs
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.

ASML trims the ranks Jan 28, 2026

Show notes

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports
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UnitedHealth rout deepens Jan 27, 2026

Show notes

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)
Show Notes
Silver taken over by meme traders?
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.