Wall Street Breakfast

Latest Episodes:

Markets wait on Powell's next words Aug 22, 2025

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Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)
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Biggest stock movers Friday: ZM, NIO, and more
Elon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bid
Nvidia to halt work on China-focused H20 AI chip - report
Tesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.
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Microsoft clamps down on China Aug 21, 2025

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Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: COTY, NDSN, and more
Skechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GS
Palantir shorts reap billions amid selloff - report
10 standout tech stocks to watch as the Nasdaq slides
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FDA reels in radioactive shrimp at Walmart Aug 20, 2025

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Return of the SPAC King Aug 19, 2025

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Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)
Show Notes
The Not-So-Nifty 50 revival stocks
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.

SoftBank pours $2B into Intel Aug 19, 2025

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Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: PANW, BLNK, and more
Zelenskyy courts Trump with $90B defense package for U.S. protection
Nvidia said to develop new AI chip for China that beats the H20
Arm Holdings said to poach Amazon AI chip exec
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Dan Ives shakes up his AI 30 Aug 18, 2025

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Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)
Show Notes
Stocks retail investors love the most
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.

Penny stock selloffs spark scam fears - report Aug 18, 2025

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Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking. (02:39)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: NVO, DAY, and more
Stocks retail investors like the least
Stocks retail investors love the most
Tesla almost halves monthly leasing payments in UK as sales drop - report
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What will Powell say at Jackson Hole? Aug 17, 2025

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Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)
Show Notes
Earnings Calendar
Dividend Roundup
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UnitedHealth jumps as funds boost stakes Aug 15, 2025

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Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delays
Cathie Wood bets big on Bullish IPO, buys over 2.5M shares
Oracle to offer Google’s Gemini AI models to its customers
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Wholesale inflation soars Aug 14, 2025

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The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)
Show Notes
Ethereum to $15,000 by year end?
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.