Wall Street Breakfast

Latest Episodes:

Bitcoin celebrates Pizza Day with new high May 22, 2025

Show notes

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get hammered. (3:19)
Show Notes
The most crowded hedge fund longs
Episode transcripts: seekingalpha.com/wsb
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Talk of taking Fannie, Freddie public resurfaces May 22, 2025

Show notes

Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019. (01:14) AT&T (T) snaps up Lumen's (LUMN) consumer fiber business for $5.75B. (02:14)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: SNOW, URBN, and more
Microsoft files legal action against malware Lumma Stealer
Former Apple exec Jony Ive joins OpenAI in $6.5B blockbuster deal
Snowflake raises FY26 revenue outlook to $4.325B with accelerating AI adoption and product innovation
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UnitedHealth slides on report of nursing home kickbacks May 21, 2025

Show notes

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy. (4:20)
Show Notes
Man United bears rooting for Spurs
Episode transcripts: seekingalpha.com/wsb
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Trumps ‘Golden Dome’ May 21, 2025

Show notes

Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02) Wolfspeed (WOLF) craters following potential bankruptcy: report. (03:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: PANW, TOL, and more
Elon Musk on robots, litigious shareholders, and AI
SA Asks: Can retailers afford to eat tariff costs?
Kraft Heinz considering strategic options to unlock value
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Victoria's Secret adopts poison pill May 20, 2025

Show notes

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps impress. (2;39)
Show Notes
Mickey Mouse joins F1
Episode transcripts: seekingalpha.com/wsb
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CATL soars in Hong Kong debut May 20, 2025

Show notes

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between friends”. (01:32) Delta Air Lines (DAL) can sue CrowdStrike over July 2024 outage. (02:57)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: ASAN, ASPI, and more
Fed likely to stay in wait-and-see mode till at least September
Alphabet's Waymo cleared to expand robotaxi service in Bay Area
Intel mulls sale of networking and edge unit - report
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Nvidia unveils its next-gen AI tech May 19, 2025

Show notes

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7 years. (3:30)
Show Notes
Costco’s sales of Kirkland brand rival Lowe’s and P&G
Episode transcripts: seekingalpha.com/wsb
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Alibaba dips on reported Apple AI scrutiny May 19, 2025

Show notes

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV mandate. (01:45) China imposes tariffs on some plastics from U.S., EU, Japan and Taiwan. (02:44)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Crypto stocks, and more
Trump warns Walmart not to blame tariffs for higher prices
Ant Group's overseas unit brings in $3 billion ahead of spinoff - report
Nvidia in advanced talks to invest in PsiQuantum- a quantum computing company - report
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Moody's cuts U.S. debt rating May 18, 2025

Show notes

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads this week’s earnings. (2:29)
Show Notes
We’re seeing the fastest Fed-driven housing slowdown ever
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Wall Street Roundup: UnitedHealth, retail, tech, and tariffs May 16, 2025

Show notes

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).
Show Notes:
Can UnitedHealth turn it around?
Walmart Q1 2026 earnings call transcript
Shopify targets sustained growth
Saudi Arabia AI deals were 'bullish eye opener' for tech investors
Episode transcripts: seekingalpha.com/wsb
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