Wall Street Breakfast

Latest Episodes:

Wall Street Roundup: market highs, oil whipsaw, stablecoin momentum Jun 27, 2025

Show notes

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (8:15).
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S&P 500 and Nasdaq hit record high on U.S.-China trade deal and largely subdued inflation data
Oil faces biggest weekly drop since March 2023 as geopolitical fears ease; gold falls again
Episode transcripts: seekingalpha.com/wsb
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Nike sprints past low bar, shares jump Jun 27, 2025

Show notes

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade deal. (01:34) Unilever (UL) to pay $1.5 billion for Dr. Squatch - report. (02:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: NKE, TM, and more
SA Asks: What are the best crypto stocks right now?
Li Auto lowers Q2 delivery outlook to 108,000 vehicles due to system upgrade
Enphase Energy surges to top of S&P 500 on solar tax credit optimism
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Nike getting snoafer buzz Jun 26, 2025

Show notes

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid. (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market with new SUV. (4:11)
Show Notes
Palantir signs deal with The Nuclear Company
JetBlue’s second-largest investor threatens to sell
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.

Hedge fund co-founder claims $7M coup scam Jun 26, 2025

Show notes

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud - report. (01:33) Nvidia (NVDA) touches record high, reclaims most valuable company title. (02:18)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: FUL, KTOS, and more
Meta recruits three OpenAI researchers for superintelligence push - WSJ
Booking .com faces legal action as Dutch consumer groups allege inflated hotel prices
AT&T executives advocate shifting from copper landlines to fiber
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Here comes the droid ETF Jun 25, 2025

Show notes

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)
Show Notes
Nvidia gest new Street-high price target
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.

States win first round in EV charger lawsuit Jun 25, 2025

Show notes

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May. (01:27) Cathie Wood’s Ark Invest makes major moves in Shopify (SHOP), Toast (TOST), and Airbnb (ABNB). (02:29)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: BB, QS, ALLT, CURV and more
Beijing vows retaliation after Taiwan blacklists Chinese tech firms, including Huawei
Trump dismisses Pentagon report, claims Iran’s nuclear sites fully destroyed
Top 10 S&P 500 performers year-to-date as the index nears record high
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Fed's Powell sticks to his guns Jun 24, 2025

Show notes

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes out at Israel and Iran. (2:04)
Show Notes
Oil prices sink on Iran export expectations
Doughnut divorce
Speeding Tesla robotaxis
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.