Julie Morgan

I'll leave a link to that story in the show notes section.

Of course, I have a few other articles that are trending on Seeking Alpha.

This first story is actually a follow-up to our top story on Wednesday's edition of Wall Street Breakfast.

We're also covering it in today's edition of the Wall Street Breakfast newsletter.

Amazon challenges the Sachs Chapter 11 filing and calls its equity stake presumptively worthless.

President Trump is holding off on tariffs on critical minerals.

And XAI is blocking Grok from undressing images after a global backlash.

On our Catalyst Watch for the Day, Costco will hold its annual meeting.

Shareholders will vote on the usual directory elections, auditor ratification, say on pay, and at least one shareholder proposal related to ESG climate issues.

There has been speculation that Costco may announce a special dividend this year.

Bank credit card metric reports will be closely watched for signs that consumers are buckling to financial pressure.

American Express, Bank of America, Citigroup, Capital One, Discover, JPMorgan, and Synchrony are all due to update on credit card net charge-offs and delinquency rates for December.

And Topgolf Callaway will officially revert to a familiar name, Callaway Golf, following the sale of a controlling stake of the Topgolf business.

On Wall Street, futures are higher after President Trump said he would delay tariffs on critical minerals and confirmed he has no plans to remove Fed Chair Jerome Powell.

Crude oil is down 4.3 percent at $59 a barrel.

Bitcoin is down 0.1% at 96,000.

Gold is down 0.3% at 4614.

The FTSE 100 is up 0.5% and the DAX is up 0.3%.

And on today's economic calendar at 8.30 a.m., retail sales also at 8.30 a.m., jobless claims.

That's it for today's Wall Street Breakfast.