Wall Street Breakfast

Latest Episodes:

American Airlines jet, Army helicopter collide near Reagan Jan 30, 2025

Show notes

American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report
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Fed holds rates with little sign of urgency Jan 29, 2025

Show notes

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)
Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data
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ASML tops Q4 estimates, unveils 2025 outlook Jan 29, 2025

Show notes

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer
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Tesla, BMW drive into EU tariff battle Jan 28, 2025

Show notes

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street
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DeepSeek deep sixes stocks Jan 27, 2025

Show notes

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)
Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again
Episode transcripts: seekingalpha.com/wsb
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China's DeepSeek outshines U.S. AI giants Jan 27, 2025

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Powell v Trump and megacap earnings Jan 26, 2025

Show notes

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)
Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup
Episode transcripts: seekingalpha.com/wsb
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Interesting earnings action coming Jan 24, 2025

Show notes

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).
Episode transcripts: seekingalpha.com/wsb
Show links:
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners
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