Wall Street Breakfast

Latest Episodes:

DHS standoff drives shutdown odds Jan 26, 2026

Show notes

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)
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Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report
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Megacaps vs. the Fed this week Jan 25, 2026

Show notes

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)
Show Notes
Earnings Calendar
Dividend Roundup
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Winter storm brewing, carts filling Jan 23, 2026

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Rates rise on sticky inflation Jan 22, 2026

Show notes

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)
Show Notes
BofA’s best ideas list
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Intel surges into earnings Jan 22, 2026

Show notes

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)
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Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand
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Trump backs off Greenland tariffs Jan 21, 2026

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Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)
Show Notes
Analysts defend Netflix amid underwhelming guidance
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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.

Berkshire may exit Kraft Heinz Jan 21, 2026

Show notes

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)
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Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report
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Netflix bids cash for Warner Jan 20, 2026

Show notes

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)
Show Notes
Greenland means ‘buy tech’ - Wedbush
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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.

Futures slip as trading resumes Jan 20, 2026

Show notes

Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)
Episode transcripts seekingalpha.com/wsb.
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Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025
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Trump tariffs loom over Davos summit Jan 18, 2026

Show notes

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)
Show Notes
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.