Wall Street Breakfast

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Buffett raises stakes in Japanese trading houses Mar 17, 2025

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Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire
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Nvidia GTC may be only hope for animal spirits Mar 16, 2025

Show notes

Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Amid market turmoil; compelling earnings coming Mar 14, 2025

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Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).
Episode transcripts: seekingalpha.com/wsb
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Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain
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BC unplugs Tesla from charger rebates Mar 14, 2025

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British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023
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The faster you go down, the sooner you hit bottom Mar 13, 2025

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Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).
Episode transcripts: seekingalpha.com/wsb
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S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN
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Intel names familiar face to lead Mar 13, 2025

Show notes

Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: INTC, ADBE, and more
SentinelOne tumbles as weak guidance overshadows Q4 results
EPA head launches 31 actions to roll back air, water rules in 'greatest day of deregulation'
Budweiser APAC mulls job cuts to reduce costs by 15% - report
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Inflation party wraps up early Mar 12, 2025

Show notes

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)
Show Notes
Nvidia's GTC can't come fast enough
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Google revisits AR with fresh set of eyes Mar 12, 2025

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Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: GRPN, MOMO, and more
TSMC pitches Intel foundry joint venture to Nvidia, AMD and Broadcom - report
Musk pledges to double Tesla’s U.S. production amid support for Trump
Roche, Zealand Pharma enter $5.3B license deal for obesity treatment
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Nuclear reactors are Google's next stop Mar 11, 2025

Show notes

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)
Show Notes
Is this the market bottom?
Episode transcripts: seekingalpha.com/wsb
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Oracle dips despite backlog growth Mar 11, 2025

Show notes

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: DAL, TSLA, and more
SA analysts mixed on when stocks will rebound following sell-off
Alphabet CIO touts small nuclear reactors, NextEra chief sees opportunity for colocation
Solar accounts for 84% of new electricity sources added to U.S. grid in 2024, but policy uncertainty looms
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