Wall Street Breakfast

Latest Episodes:

Power producers spark higher Jan 16, 2026

Show notes

TSMC, Lam Research spark early market rally Jan 15, 2026

Show notes

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)
Episode transcripts seekingalpha.com/wsb.
Show links:
Bank CEOs push back against Trump’s call for credit card interest rate cap
Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”
Trump holds off on critical minerals tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash
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.

Gold and silver hit new highs Jan 14, 2026

Show notes

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)
Show Notes
Biggest hedge funds shorts
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.

Saks Global’s luxury gamble fails Jan 14, 2026

Show notes

CPI hits a sweet spot as earnings kick off Jan 13, 2026

Show notes

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)
Show Notes
Denny’s goes private
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.

Trump targets Iran trade with new tariffs Jan 13, 2026

Show notes

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant
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.

Paramount presses Warner board Jan 12, 2026

Show notes

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)
Show Notes
Odds of Powell staying longer soar
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 Powell faces criminal investigation Jan 12, 2026

Show notes

Big banks kick off earnings Jan 11, 2026

Show notes

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (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.

Wall Street Roundup: Is everything priced in but normalcy? Jan 09, 2026

Show notes

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDs
Trump shared some December jobs data hours before official release
Innovative Industrial Properties: Leverage (For A REIT) Is Everything
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.