Wall Street Breakfast

TSMC, Lam Research spark early market rally

15 Jan 2026

Contributed by Lukas

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers....

Gold and silver hit new highs

14 Jan 2026

Contributed by Lukas

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum I...

Saks Global’s luxury gamble fails

14 Jan 2026

Contributed by Lukas

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - repo...

CPI hits a sweet spot as earnings kick off

13 Jan 2026

Contributed by Lukas

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upb...

Trump targets Iran trade with new tariffs

13 Jan 2026

Contributed by Lukas

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next...

Paramount presses Warner board

12 Jan 2026

Contributed by Lukas

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit ca...

Fed Chair Powell faces criminal investigation

12 Jan 2026

Contributed by Lukas

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-...

Big banks kick off earnings

11 Jan 2026

Contributed by Lukas

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on...

Wall Street Roundup: Is everything priced in but normalcy?

09 Jan 2026

Contributed by Lukas

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's...

Tariffs on decision watch

09 Jan 2026

Contributed by Lukas

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 impor...

Apple Card gets a new bank

08 Jan 2026

Contributed by Lukas

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackst...

Selloff to surge in defense

08 Jan 2026

Contributed by Lukas

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting w...

GameStop CEO bets his pay on return to glory

07 Jan 2026

Contributed by Lukas

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at low...

The memory trade

07 Jan 2026

Contributed by Lukas

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI start...

Another quantum computing first

06 Jan 2026

Contributed by Lukas

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. ...

DHS calls out Hilton over ICE

06 Jan 2026

Contributed by Lukas

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlem...

Fox's FanDuel boon

05 Jan 2026

Contributed by Lukas

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)Show Notes...

Venezuela shift lifts energy shares

05 Jan 2026

Contributed by Lukas

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts targ...

Showtime for AI at CES Vegas

04 Jan 2026

Contributed by Lukas

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela...

A positive start for markets in 2026?

02 Jan 2026

Contributed by Lukas

Nasdaq, S&P, Dow futures advance to kick off 2026. (00:13) Trump delays tariff hikes for upholstered furniture, kitchen cabinets. (01:18) Berkshir...

Crack open a cold one for 2026

31 Dec 2025

Contributed by Lukas

What’s in store for craft brewing next year? (0:16) Nike CEO buying. (2:09) Michael Burry on Tesla. (3:12)Show NotesAll J.P. Morgan’s stock picks ...

Twelve headlines. One year. 2025

31 Dec 2025

Contributed by Lukas

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by mo...

SoftBank makes good on huge OpenAI investment

30 Dec 2025

Contributed by Lukas

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global a...

Meta snaps up Manus

30 Dec 2025

Contributed by Lukas

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01...

Silver tumbles after breakneck run

29 Dec 2025

Contributed by Lukas

Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)...

Costly click for Coupang

29 Dec 2025

Contributed by Lukas

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against...

Three forces that defined 2025

26 Dec 2025

Contributed by Lukas

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx...

BP cashes in on Castrol

24 Dec 2025

Contributed by Lukas

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo ...

Wegovy without the needle sparks Novo surge

23 Dec 2025

Contributed by Lukas

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDa...

AI boosting CEO productivity now

22 Dec 2025

Contributed by Lukas

Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cub...

Gold soars past $4,400

22 Dec 2025

Contributed by Lukas

Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackou...

Santa Claus Rally time

21 Dec 2025

Contributed by Lukas

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. ...

Wall Street Roundup: Micron earnings, EV check-in

19 Dec 2025

Contributed by Lukas

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic d...

TikTok’s U.S. survival plan is locked in

19 Dec 2025

Contributed by Lukas

TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets doubl...

Nuclear fusion goes public

18 Dec 2025

Contributed by Lukas

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21)Show Notes Top 10 ma...

Activist Elliott loads up on lululemon

18 Dec 2025

Contributed by Lukas

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply t...

Oil snaps back

17 Dec 2025

Contributed by Lukas

Oil bounces after Trump orders blockade of sanctioned tankers off Venezuela. (00:23) Affirm (AFRM) CFO says consumer 'feels quite healthy'. (01:38) Ra...

Unemployment rate keeps climbing

16 Dec 2025

Contributed by Lukas

Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)...

Ford takes $19.5B EV reset

16 Dec 2025

Contributed by Lukas

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock s...

Tesla stock seen having a monster 2026

15 Dec 2025

Contributed by Lukas

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worrie...

Roomba maker files for bankruptcy

15 Dec 2025

Contributed by Lukas

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    Sh...

Wall Street Roundup: market reacts to earnings

12 Dec 2025

Contributed by Lukas

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30)...

Broadcom gives AI traders another headache

12 Dec 2025

Contributed by Lukas

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    Show NotesOracle's plung...

Disney licenses characters to OpenAI

11 Dec 2025

Contributed by Lukas

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-...

Oracle tumbles on revenue miss

11 Dec 2025

Contributed by Lukas

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with ol...

3rd straight FOMC cut, but dissents grow

10 Dec 2025

Contributed by Lukas

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (...

Big bitcoin bull cries uncle

10 Dec 2025

Contributed by Lukas

Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s bi...

Meta aims for new AI model in '26

09 Dec 2025

Contributed by Lukas

Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (...

Nvidia can ship H200 GPUs to China

09 Dec 2025

Contributed by Lukas

President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper say...

Paramount goes hostile for Warner

08 Dec 2025

Contributed by Lukas

Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant follow...

IBM to buy Confluent in further AI push

08 Dec 2025

Contributed by Lukas

IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House ...

Fed seen ending the year with a cut

07 Dec 2025

Contributed by Lukas

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry ...

Wall Street Roundup: Netflix buying Warner Brothers

05 Dec 2025

Contributed by Lukas

Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI...

China's Nvidia soars 500% after IPO

05 Dec 2025

Contributed by Lukas

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1...

Dr Zuckerberg and the Metaverse of sadness

04 Dec 2025

Contributed by Lukas

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger ...

Mr Nvidia goes to Washington

04 Dec 2025

Contributed by Lukas

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Face...

The year of the robot approaches

03 Dec 2025

Contributed by Lukas

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenw...

Nike shakes up its starting lineup

03 Dec 2025

Contributed by Lukas

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube ba...

Can Garlic cure an AI Code Red?

02 Dec 2025

Contributed by Lukas

OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for t...

Netflix ready to splash the cash for Warner

02 Dec 2025

Contributed by Lukas

Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon...

NYC bets on mega casinos

01 Dec 2025

Contributed by Lukas

New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Man...

Japanese bonds are spooking the globe

01 Dec 2025

Contributed by Lukas

Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he no...

Retail and tech earnings kick off December

30 Nov 2025

Contributed by Lukas

Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3....

Black Friday: Big Crowds, Bigger Stakes

28 Nov 2025

Contributed by Lukas

Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns...

Consumers ramp up holiday spending

26 Nov 2025

Contributed by Lukas

Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecast...

HP downsizes to power up

26 Nov 2025

Contributed by Lukas

HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. ...

Warner Bros. asks for sweetener bids

25 Nov 2025

Contributed by Lukas

Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)Show NotesThe 2025...

Nvidia’s chip reign challenged

25 Nov 2025

Contributed by Lukas

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acqu...

AI trade battles back

24 Nov 2025

Contributed by Lukas

The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reve...

Ubisoft cracks next level with Tencent

24 Nov 2025

Contributed by Lukas

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut heal...

Will Burry or BABA invigorate a short week?

23 Nov 2025

Contributed by Lukas

Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2...

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

21 Nov 2025

Contributed by Lukas

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakn...

Brewing U.S. relief with Brazil beans

21 Nov 2025

Contributed by Lukas

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corpor...

Nvidia battles the bears

20 Nov 2025

Contributed by Lukas

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart ben...

Delayed jobs numbers drop today

20 Nov 2025

Contributed by Lukas

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) fil...

Xiaomi EVs power into profit

19 Nov 2025

Contributed by Lukas

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targ...

Cloudflare outage hamstrings internet

18 Nov 2025

Contributed by Lukas

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an A...

Bitcoin slides below $90K

18 Nov 2025

Contributed by Lukas

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. ...

Jeff Bezos creating AI startup

17 Nov 2025

Contributed by Lukas

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to t...

Who leads Apple next?

17 Nov 2025

Contributed by Lukas

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Be...

Nvidia: 'nuff said

16 Nov 2025

Contributed by Lukas

Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)Show Notes...

Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

14 Nov 2025

Contributed by Lukas

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvi...

Merck talks send Cidara soaring

14 Nov 2025

Contributed by Lukas

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to ...

Big Short's Michael Burry shuts hedge fund

13 Nov 2025

Contributed by Lukas

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buyb...

Alibaba’s Qwen is coming for ChatGPT

13 Nov 2025

Contributed by Lukas

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech even...

IBM unveils Quantum Nighthawk processor

12 Nov 2025

Contributed by Lukas

Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2...

GM targets China-free supply chain

12 Nov 2025

Contributed by Lukas

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen be...

Meta's chief AI scientist exits

11 Nov 2025

Contributed by Lukas

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling ...

Dream home, lifetime loan

11 Nov 2025

Contributed by Lukas

50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be ...

AI becomes a major e-commerce player

10 Nov 2025

Contributed by Lukas

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering ...

Markets smell a deal in D.C.

10 Nov 2025

Contributed by Lukas

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September...

Where is the smart money now?

09 Nov 2025

Contributed by Lukas

Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘mone...

Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade

07 Nov 2025

Contributed by Lukas

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation c...

Joby makes rush hour fly by

07 Nov 2025

Contributed by Lukas

Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI c...

Nvidia CEO not so sure China wins AI race

06 Nov 2025

Contributed by Lukas

Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How...

Government shutdown hits new altitude

06 Nov 2025

Contributed by Lukas

FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech...

OpenAI hits business customer milestone

05 Nov 2025

Contributed by Lukas

The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes o...

Record shutdown meets election day

05 Nov 2025

Contributed by Lukas

Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear mar...

Michael Burry bets against AI

04 Nov 2025

Contributed by Lukas

The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) Fi...

Palantir’s big gains, bigger drop

04 Nov 2025

Contributed by Lukas

Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) S...