Wall Street Breakfast

Latest Episodes:

Tariffs on decision watch Jan 09, 2026

Show notes

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: TLRY, AXTI, and more
Trump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood
GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese business
TSMC December revenue rises 20.4% year over year, slips from November
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Apple Card gets a new bank Jan 08, 2026

Show notes

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)
Show Notes
Top stock picks for January’s ‘dash to trash’
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.

Selloff to surge in defense Jan 08, 2026

Show notes

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: Defense stocks, and more
Nvidia seeks full upfront payment for H200 AI chips in China - report
Samsung projects threefold increase in profit on AI boom
Elon Musk's lawsuit against OpenAI will head to trial, U.S. judge says
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GameStop CEO bets his pay on return to glory Jan 07, 2026

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Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13)
Show Notes
New GIFsentiment indicator gauges market mood
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.

The memory trade Jan 07, 2026

Show notes

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)
Episode transcripts seekingalpha.com/wsb.
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Top 10 Stocks for 2026
Biggest stock movers Wednesday: VTYX, MBLY, and more
GE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discount
Trump says Venezuela to hand over up to 50 million barrels of oil to U.S.
China's central bank extends gold-buying streak to 14 months as prices hit records
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Another quantum computing first Jan 06, 2026

Show notes

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)
Show Notes
Odds of U.S. annexing Panama Canal shoot up
The biggest stock surprise of 2026?
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.

DHS calls out Hilton over ICE Jan 06, 2026

Show notes

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ZETA, MCHP, and more
AMD unveils Zen 5–powered Ryzen AI Embedded processors at CES
Nvidia reveals Alpamayo, world's first 'thinking' model for autonomous driving
U.S. plans meeting with oil execs this week on Venezuela but companies likely to be wary
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Fox's FanDuel boon Jan 05, 2026

Show notes

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)
Show Notes
Steve Cress’ Top Stocks for 2026 – sign up today
Howard Marks on an AI bubble
Manchester United sack another manager
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.

Venezuela shift lifts energy shares Jan 05, 2026

Show notes

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Crypto stocks, MANU, and more
Precious metals gain as Venezuela developments fuel safe-haven demand
J.P. Morgan's top income stock picks for 2026
What does 2025's best asset have in common with a top-grossing movie?
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Showtime for AI at CES Vegas Jan 04, 2026

Show notes

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)
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.