Wall Street Breakfast

Latest Episodes:

EV maker Nikola files for bankruptcy Feb 19, 2025

Show notes

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)
Show Notes
Homebuilding stalls in cold January
Episode transcripts: seekingalpha.com/wsb
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Nike’s first-ever collab lifts shares Feb 19, 2025

Show notes

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2
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GameStop plot thickens Feb 18, 2025

Show notes

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)
Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001
Episode transcripts: seekingalpha.com/wsb
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Baidu slips as CEO missing from Xi meeting, Q4 beat Feb 18, 2025

Show notes

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report
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Apple to unveil new product, Walmart reports results Feb 17, 2025

Show notes

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)
Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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Earnings reactions and the next wave of AI speculation Feb 14, 2025

Show notes

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)
Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts
Episode transcripts: seekingalpha.com/wsb
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Biggest movers Airbnb, Roku surge as Twilio slides Feb 14, 2025

Show notes

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)
Episode transcripts seekingalpha.com/wsb.
Show links:
U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts
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Market getting used to higher rates for longer Feb 13, 2025

Show notes

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).
Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open
Episode transcripts: seekingalpha.com/wsb
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Reddit slips as costs soar Feb 13, 2025

Show notes

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale
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Inflation going the wrong way Feb 12, 2025

Show notes

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)
Show Notes
5 reasons the Mag 7 are vulnerable
Citadel’s Ken Griffin slams Trump's trade rhetoric
Episode transcripts: seekingalpha.com/wsb
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