Wall Street Breakfast

Latest Episodes:

Netflix beats, raises, still slips Jul 18, 2025

Show notes

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries
Sarepta plunges after third patient death tied to gene therapy - report
AI search startup Perplexity valued at $18B after new funding - report
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Interest rate debate Jul 17, 2025

Show notes

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts: seekingalpha.com/wsb
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Circle K owner ends 7-Eleven pursuit Jul 17, 2025

Show notes

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook
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Goldman posts historic stock trading revenue Jul 16, 2025

Show notes

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)
Show Notes
‘Red flare’ on housing market
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.

MP surges on Apple supply agreement Jul 16, 2025

Show notes

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘world class’
Trump eyes drug, chip tariffs by month-end
Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says
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First signs of tariff inflation Jul 15, 2025

Show notes

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)
Show Notes
Stocks most and least likely to beat on earnings
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.

Nvidia plans China H20 shipments after U.S. nod Jul 15, 2025

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Copper tariff is a big blow to EVs Jul 14, 2025

Show notes

Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)
Show Notes
Goldman’s out-of-consensus picks
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.

Musk not on board with xAI-Tesla tie-up Jul 14, 2025

Show notes

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity growth expected in H2, with AI adding to 'tailwinds' - Wedbush
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Earnings season kicks off Jul 13, 2025

Show notes

Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)
Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks
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.