Wall Street Breakfast

Latest Episodes:

Inflation data invigorates stocks, bonds Jan 15, 2025

Show notes

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)
Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
Episode transcripts: seekingalpha.com/wsb
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Saudi Aramco poised to bet on lithium Jan 15, 2025

Show notes

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection
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Microsoft in pole position for Agentic AI Jan 14, 2025

Show notes

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)
Show Notes
Stocks look halfway done with pullback as bull market resets
Robinhood named best idea for 2025
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Pay to Stay: Starbucks refreshes store rules Jan 14, 2025

Show notes

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip
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Retail stocks punished after holiday updates Jan 13, 2025

Show notes

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)
Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025
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Canada ready to counter Trump tariffs Jan 13, 2025

Show notes

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments
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Big banks kick off earnings season Jan 12, 2025

Show notes

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)
Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets
Episode transcripts: seekingalpha.com/wsb
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Intertwined markets and upcoming earnings Jan 10, 2025

Show notes

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).
Episode transcripts: seekingalpha.com/wsb
Show links:
Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance
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