Wall Street Breakfast

Latest Episodes:

Starbucks strike expands Dec 23, 2024

Show notes

Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report
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All aboard the Santa Rally sleigh Dec 22, 2024

Show notes

The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)
Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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REITs, interest rates and why retail isn't dead Dec 21, 2024

Show notes

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb
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Stagflation ahead? Dec 20, 2024

Show notes

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).
Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley
Episode transcripts: seekingalpha.com/wsb
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Turmoil hits Capitol Hill; Trump threatens tariffs Dec 20, 2024

Show notes

Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)
Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas
Episode transcripts: seekingalpha.com/wsb
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El Salvador bitcoin Utopia hits IMF snag Dec 19, 2024

Show notes

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)
Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision
Episode transcripts: seekingalpha.com/wsb
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Stock futures stabilize after sharp selloff Dec 19, 2024

Show notes

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).
Episode transcripts: seekingalpha.com/wsb
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Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff
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Fed cuts rates, but Powell plays the Grinch Dec 18, 2024

Show notes

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)
Show Notes
25 top picks for 2025
Merck enters obesity drug race in pact with Chinese pharma Hansoh
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Merger buzz powers Nissan, Honda Dec 18, 2024

Show notes

Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more
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Is the quantum trade eclipsing the AI trade? Dec 17, 2024

Show notes

Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)
Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing
Episode transcripts: seekingalpha.com/wsb
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