Wall Street Breakfast

Latest Episodes:

Palantir’s big gains, bigger drop Nov 04, 2025

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OpenAI and Amazon in $38 billion cloud deal Nov 03, 2025

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OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)
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Hedge funds wrong-footed by Mag 7 earnings
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Top FDA exec ousted Nov 03, 2025

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The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08)
Show Notes
What’s the best quantum computing stock?
Episode transcripts: seekingalpha.com/wsb
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Tesla's trillion dollar question Nov 02, 2025

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Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to report earnings. (2:48)
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 this time really different? Oct 31, 2025

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Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). Apple a wait and see situation (9:10). Fascinating Caterpillar, under the radar AI play (10:00). Palantir, AMD earnings coming next week; no jobs report (11:50). Nvidia hits $5T (13:15).
Episode transcripts: seekingalpha.com/wsb
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Nasdaq rallies higher on Amazon earnings; S&P 500 and Dow also climb
Meta anticipates CapEx dollar growth to rise notably in 2026 with AI investments
Take the quiz: Investment News Quiz - Friday, Oct. 31
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Nasdaq climbs on tech wins Oct 31, 2025

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Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01:19) Vance, Duffy warn of 'disaster' if shutdown stretches into Thanksgiving travel season. (02:00)
Episode transcripts seekingalpha.com/wsb.
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Take the quiz: Investment News Quiz - Friday, Oct. 31
Biggest stock movers Friday: AAPL, AMZN, and more
Elon Musk’s SpaceX set to win $2B Pentagon satellite deal - report
Trump-Putin summit canceled after Moscow sends memo to Washington - FT
Meta to raise $30B in record bond sale amid rising AI costs
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Trump, Xi agree on rare earth, tariff relief deal Oct 30, 2025

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Fed cuts rates but Powell flips December script Oct 29, 2025

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The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)
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.