Wall Street Breakfast

Latest Episodes:

Markets on full recession alert Mar 10, 2025

Show notes

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)
Show Notes
Has the government forgotten what a real recession is?
Episode transcripts: seekingalpha.com/wsb
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ServiceNow eyes biggest deal Mar 10, 2025

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ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Justin Trudeau as Canada's prime minister. (02:16)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: Crypto stocks, CKPT, and more
Taiwan Semiconductor's February revenue surges 43% year-on-year, falls on a monthly basis
India's Sun Pharma buys onco-derma firm Checkpoint Therapeutics for $355M
XPeng eyes mass production of flying cars, humanoid robots by 2026
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Last CPI before tariffs impact Mar 09, 2025

Show notes

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)
Show Notes
Piper Sandler's actionable picks amid selloff
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Recession risk and pockets of strength Mar 07, 2025

Show notes

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).
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Anheuser-Busch Q4 Earnings Transcript
U.S. trade deficit has spiked to record highs amid tariffs fears
A New Age For Crypto With John D'Agostino, John Hoffman And Chris Kuiper
Episode transcripts: seekingalpha.com/wsb
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Lunar lander woes send Intuitive Machines sliding Mar 07, 2025

Show notes

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers: AVGO, LUNR, and more
SpaceX's Starship explodes after launch again, debris disrupts Florida flights
Fading worries over DOGE and Elon Musk, Wedbush goes all-in on Tesla
Trump establishes Strategic Bitcoin Reserve
Cryptocurrency may likely remain under pressure over near term - JPM
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Alibaba touts DeepSeek rival Mar 06, 2025

Show notes

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)
Show Notes
Layoffs soar as DOGE bites
Marvell shares tumble
Episode transcripts: seekingalpha.com/wsb
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Seven & i names new CEO, plans U.S. IPO, buyback Mar 06, 2025

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Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: MRVL, ZS, and more
Microsoft withdraws some agreements with CoreWeave - report
Alibaba stock soars as new AI reasoning model rivals DeepSeek, OpenAI
Trump grants Big Three automakers one-month delay on Canada, Mexico tariffs
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Get a PhD AI agent for $20K a month Mar 05, 2025

Show notes

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)
Show Notes
Tech stocks that can withstand the storm
Disney planning ABC layoffs
Episode transcripts: seekingalpha.com/wsb
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CrowdStrike beats Q4, stock slips Mar 05, 2025

Show notes

Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: CRWD, AVAV, and more
SEALSQ stock climbs as co reveals $93M sales pipeline, increasing adoption of quantum-resistant tech
Trump defends tariffs after markets close significantly down
Google urges DOJ to avoid breaking up company - report
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Stock gains since Election Day erased Mar 04, 2025

Show notes

The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15)
Show Notes
Stocks best insulated from tariffs
Okta rallies post-earnings
Episode transcripts: seekingalpha.com/wsb
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