Wall Street Breakfast

Latest Episodes:

Tests for transitory inflation and AI IPOs Mar 23, 2025

Show notes

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)
Show Notes
Stocks that weather downturns the best
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Summer cuts coming? Sticky inflation will keep gold in spotlight Mar 21, 2025

Show notes

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Gold extends rally after Fed holds the line on interest rates
Federal Reserve's 'modestly restrictive' stance remains appropriate amid economic uncertainty
Intel sinks as euphoria surrounding new CEO, foundry tie-up, fade
Adobe Summit 2025 Investor Meeting Conference
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Gold extends record run Mar 21, 2025

Show notes

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Quantum stocks, FDX, and more
Trump to announce new Air Force contract for next-gen fighter jet
Nvidia teams up with French quantum computing start-up Pasqal
FedEx targets $2.2B DRIVE savings for FY25 amid strategic network transformation
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Nvidia-backed CoreWeave aims to raise $2.7B in IPO Mar 20, 2025

Show notes

The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45)
Show Notes
Nearly all the AI valuation premium is gone
Episode transcripts: seekingalpha.com/wsb
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March Madness heats up, bets roll in Mar 20, 2025

Show notes

NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: YY, FIVE, and more
Trump calls on Fed to cut rates as tariffs start to 'ease' into economy
Musk’s X raises almost $1 billion in new equity funding - report
Gold extends rally after Fed holds the line on interest rates
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Fed deja vu: Powell calls tariff inflation transitory Mar 19, 2025

Show notes

The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)
Show Notes
Unpacking Nvidia GTC
Global ETFs shine
Episode transcripts: seekingalpha.com/wsb
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GM deepens Nvidia partnership for next-gen vehicles Mar 19, 2025

Show notes

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?
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Tariffs and other inflationary pressures Mar 18, 2025

Show notes

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.
Episode transcripts: seekingalpha.com/wsb
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Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus
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Wholesale egg prices drop, retail lags Mar 18, 2025

Show notes

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover
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Markets don't like uncertainty Mar 17, 2025

Show notes

Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation.
Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead
Episode transcripts: seekingalpha.com/wsb
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