Wall Street Breakfast

Latest Episodes:

Super Micro surges as delisting fears fade Feb 26, 2025

Show notes

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: LCID, SMCI, and more
Alibaba's video, image making AI tool open to public
Trump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals deal
Warner Bros shutters three game studios, axes Wonder Woman video game
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Consumer confidence sees biggest drop since 2021 Feb 25, 2025

Show notes

Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)
Show Notes
Hedge fund VIP stocks
Lucasfilm head set to retire
Episode transcripts: seekingalpha.com/wsb
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Bitcoin slips below $90K as crypto stumbles Feb 25, 2025

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Apple's $500 billion 'politician' move Feb 24, 2025

Show notes

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10)
Show Notes
Find top growth stocks in the small-cap space
Robotaxi pure play WeRide lands key Beijing approval
Episode transcripts: seekingalpha.com/wsb
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Alibaba bets $52B on AI, cloud Feb 24, 2025

Show notes

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: HE, EQX, and more
Bybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heist
Elon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report
'Captain America: Brave New World' crashes in second weekend
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Nvidia earnings will test AI rally Feb 23, 2025

Show notes

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)
Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Past week dominated by corporate earnings stories Feb 21, 2025

Show notes

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).
Episode transcripts: seekingalpha.com/wsb
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Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript
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Celsius surges on Alani Nu deal Feb 21, 2025

Show notes

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report
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Walmart gets cautious on the future Feb 20, 2025

Show notes

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)
Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results
Episode transcripts: seekingalpha.com/wsb
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Palantir drops on defense cut memo Feb 20, 2025

Show notes

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says
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