Wall Street Breakfast

Latest Episodes:

All eyes on Amazon and Apple Jul 31, 2025

Show notes

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: META, MSFT, and more
Meta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerate
Microsoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says Wedbush
Qualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum accelerates
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Fed holds, markets cut odds of future cuts Jul 30, 2025

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The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)
Show Notes
Q2 GDP tops forecasts, but underlying growth a worry
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.

Starbucks perks up after turnaround update Jul 30, 2025

Show notes

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: SBUX, SOFI, LC, and more
SoFi Technologies stock stumbles after pricing $1.5B share offering
Visa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advance
Meta faces Italian regulator's probe over AI service in WhatsApp
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UnitedHealth warns on rising medical costs Jul 29, 2025

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UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)
Show Notes
UPS fails to provide outlook amid macro uncertainty
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.

Chart Industries soars on takeover talk Jul 29, 2025

Show notes

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: TLRY, PHG, and more
U.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slips
Medicare Part D premiums will sharply rise in 2026 - report
Nvidia ordered 300K H20 chips from Taiwan Semiconductor last week - report
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Firefly Aerospace aims to raise $600M via IPO Jul 28, 2025

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Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).
Show Notes:
AI may hold the key to the U.S. debt problem Apollo economist says
Luckin Coffee's early test of U.S. expansion goes smoothly
LNG producers surge after Europe pledges $750B purchases in U.S. trade deal
Episode transcripts: seekingalpha.com/wsb
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China's Zhipu ramps up AI battle Jul 28, 2025

Show notes

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52)
Show Notes
Trump says a trade deal with China is close
Huawei unveils potential Nvidia rival
Investors shift to value amid meme froth
Episode transcripts: seekingalpha.com/wsb
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Four Mag 7 stocks and the Fed on tap Jul 27, 2025

Show notes

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)
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.