Wall Street Breakfast

Trump says he may blow up Iran and seize its oil

05 Apr 2026

Contributed by Lukas

Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51)  ...

Anthropic leak hits Claude Code

02 Apr 2026

Contributed by Lukas

Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sh...

Oil gains after war talk

02 Apr 2026

Contributed by Lukas

Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report....

Nike plunges, options hint rebound

01 Apr 2026

Contributed by Lukas

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales bea...

RH feels housing chill

01 Apr 2026

Contributed by Lukas

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: repo...

McCormick Unilever 44.8B deal

31 Mar 2026

Contributed by Lukas

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fee...

Gold hit hard, Goldman keeps $5,400 target

31 Mar 2026

Contributed by Lukas

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Det...

Mistral loads up on Nvidia

30 Mar 2026

Contributed by Lukas

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven h...

Holiday week meets key jobs report

29 Mar 2026

Contributed by Lukas

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran con...

Wall Street Roundup: market shifts to defense

27 Mar 2026

Contributed by Lukas

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major cataly...

Rates tick higher as housing demand grows

27 Mar 2026

Contributed by Lukas

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content b...

Henkel adds shine with Olaplex

26 Mar 2026

Contributed by Lukas

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential...

Trump taps tech elite for science council

25 Mar 2026

Contributed by Lukas

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22)...

Peace plan pumps futures

25 Mar 2026

Contributed by Lukas

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract di...

Trading before the Tweets

24 Mar 2026

Contributed by Lukas

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:3...

FCC router ban plugs into gains

24 Mar 2026

Contributed by Lukas

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps af...

Trump roils markets touting quick end to Iran war

23 Mar 2026

Contributed by Lukas

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crac...

Gold loses safe haven shine

23 Mar 2026

Contributed by Lukas

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01...

Trump give Hormuz ultimatum but markets wary

22 Mar 2026

Contributed by Lukas

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury f...

SMCI hit by export scandal

20 Mar 2026

Contributed by Lukas

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charge...

BoE fear hits Fed bets

19 Mar 2026

Contributed by Lukas

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audie...

Micron tops, shares fall

19 Mar 2026

Contributed by Lukas

Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01...

Powell to stay on amid DOJ probe of Fed

18 Mar 2026

Contributed by Lukas

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait unt...

The AI no one claims

18 Mar 2026

Contributed by Lukas

What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disa...

OpenClaw's gamechanger moment

17 Mar 2026

Contributed by Lukas

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite risin...

Beyond Meat slides on report delay

17 Mar 2026

Contributed by Lukas

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution batt...

Private credit meets redemptions

16 Mar 2026

Contributed by Lukas

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number o...

Micron doubles Taiwan bet

16 Mar 2026

Contributed by Lukas

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nv...

Fed meets as oil shock roils outlook

15 Mar 2026

Contributed by Lukas

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedl...

Wall Street Roundup: war, oil, airlines, energy, AI, private credit

13 Mar 2026

Contributed by Lukas

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) Fe...

Adobe beats, CEO exits

13 Mar 2026

Contributed by Lukas

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil ...

The largest oil supply shock ever

12 Mar 2026

Contributed by Lukas

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) E...

Atlassian trims staff for AI

12 Mar 2026

Contributed by Lukas

Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and e...

Inflation holds, but oil looms

11 Mar 2026

Contributed by Lukas

February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1...

Oracle beat sends shares up

11 Mar 2026

Contributed by Lukas

Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon ...

Ex-Meta AI chief LeCun's startup raises $1B seed

10 Mar 2026

Contributed by Lukas

AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ac...

AI spending drives TSMC

10 Mar 2026

Contributed by Lukas

TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China tie...

Anthropic sues Pentagon over AI ban

09 Mar 2026

Contributed by Lukas

Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims a...

G7 weighs oil market boost

09 Mar 2026

Contributed by Lukas

G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sal...

How high can oil go?

08 Mar 2026

Contributed by Lukas

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hypers...

India to buy Russian oil as war disrupts supplies

06 Mar 2026

Contributed by Lukas

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)Episode trans...

Oil surges as Hormuz shipping halts

05 Mar 2026

Contributed by Lukas

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berksh...

Ad deal buzz lifts Trade Desk

05 Mar 2026

Contributed by Lukas

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battl...

Rate-cut plans hit an oil slick

04 Mar 2026

Contributed by Lukas

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Cry...

CrowdStrike ARR Tops $5.2B

04 Mar 2026

Contributed by Lukas

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening...

Dip buyers face froth fighters

03 Mar 2026

Contributed by Lukas

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:5...

Tech drags futures lower

03 Mar 2026

Contributed by Lukas

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) Open...

Travel stocks slide in wake of conflict

02 Mar 2026

Contributed by Lukas

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show...

War shock sends oil up

02 Mar 2026

Contributed by Lukas

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:2...

Khamenei killed, oil set to surge

01 Mar 2026

Contributed by Lukas

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (...

Wall Street Roundup: Nvidia beats and drops in edgy market

27 Feb 2026

Contributed by Lukas

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount ...

Netflix taps out on WBD

27 Feb 2026

Contributed by Lukas

Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestric...

AI premium fades as staples surge

26 Feb 2026

Contributed by Lukas

Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenbu...

C3.ai’s big miss

26 Feb 2026

Contributed by Lukas

C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow p...

Microsoft, Nvidia, Uber back Wayve's $1.2B funding

25 Feb 2026

Contributed by Lukas

Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory he...

UBS hikes private credit default view

25 Feb 2026

Contributed by Lukas

UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theate...

FedEx demands tariffs return to sender

24 Feb 2026

Contributed by Lukas

FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock f...

Futures slip amid renewed tariff-related uncertainty

23 Feb 2026

Contributed by Lukas

Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and...

Wall Street Roundup: Supreme Court Rules

20 Feb 2026

Contributed by Lukas

Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)Episode transcripts: seekingalpha.com/wsbSh...

Carvana drops despite higher sales

19 Feb 2026

Contributed by Lukas

Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets ...

Japan sends $36B flowing into U.S. energy

18 Feb 2026

Contributed by Lukas

SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online afte...

Masimo jumps as Danaher nears $10B deal

17 Feb 2026

Contributed by Lukas

Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line...

Walmart headlines holiday earnings week

15 Feb 2026

Contributed by Lukas

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could...

Wall Street Roundup: economic data, earnings updates

13 Feb 2026

Contributed by Lukas

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, ear...

Buy now, pay later: A split decision

13 Feb 2026

Contributed by Lukas

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases ...

Gallup ends presidential approval tracking

12 Feb 2026

Contributed by Lukas

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) ...

McDonald’s arching toward 50K

12 Feb 2026

Contributed by Lukas

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only sma...

Jobs beat shifts Fed cut timeline

11 Feb 2026

Contributed by Lukas

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:1...

Amazon adds BETA to cart

11 Feb 2026

Contributed by Lukas

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-10...

Flat retail sales highlight K-shaped economy

10 Feb 2026

Contributed by Lukas

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Wa...

BP cuts the flow on buybacks

10 Feb 2026

Contributed by Lukas

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports....

ChatGPT growth reaccelerates

09 Feb 2026

Contributed by Lukas

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to cur...

HIMS loses weight in premarket trade

09 Feb 2026

Contributed by Lukas

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luc...

Delayed data deluge

08 Feb 2026

Contributed by Lukas

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers b...

Wall Street Roundup: risk off

06 Feb 2026

Contributed by Lukas

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings...

Stellantis pays $26B for EV bets

06 Feb 2026

Contributed by Lukas

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assaul...

Crypto crash continues

05 Feb 2026

Contributed by Lukas

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobl...

Alphabet’s growth comes with a capex bill

05 Feb 2026

Contributed by Lukas

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance...

Washington Post announces sweeping layoffs

04 Feb 2026

Contributed by Lukas

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael...

Bahama Breeze comes off Darden’s menu

04 Feb 2026

Contributed by Lukas

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01...

PayPal CEO out, Disney succession set

03 Feb 2026

Contributed by Lukas

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks deb...

Palantir powers past expectations

03 Feb 2026

Contributed by Lukas

Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV indu...

Disney outlook casts a shadow

02 Feb 2026

Contributed by Lukas

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans criti...

Cautious start for Wall Street

02 Feb 2026

Contributed by Lukas

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypt...

Warsh looms over jobs report

01 Feb 2026

Contributed by Lukas

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bi...

Wall Street Roundup: big name earnings

30 Jan 2026

Contributed by Lukas

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interest...

Trump picks Kevin Warsh as next Fed chief

30 Jan 2026

Contributed by Lukas

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)Show NotesM...

Fed chair pick—today?

30 Jan 2026

Contributed by Lukas

Trump administration prepares for Warsh Fed chair nomination. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (A...

Software selloff hits tech, markets

29 Jan 2026

Contributed by Lukas

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Bar...

Big Tech lights up the premarket

29 Jan 2026

Contributed by Lukas

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cl...

Fed hits the pause button

28 Jan 2026

Contributed by Lukas

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seaga...

ASML trims the ranks

28 Jan 2026

Contributed by Lukas

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) do...

UnitedHealth rout deepens

27 Jan 2026

Contributed by Lukas

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confiden...

Meta takes another shot at subscriptions

27 Jan 2026

Contributed by Lukas

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on ...

The biggest restaurant chain hits the states

26 Jan 2026

Contributed by Lukas

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30)...

DHS standoff drives shutdown odds

26 Jan 2026

Contributed by Lukas

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tar...

Megacaps vs. the Fed this week

25 Jan 2026

Contributed by Lukas

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thou...

Winter storm brewing, carts filling

23 Jan 2026

Contributed by Lukas

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:...

Rates rise on sticky inflation

22 Jan 2026

Contributed by Lukas

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare paral...

Intel surges into earnings

22 Jan 2026

Contributed by Lukas

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23...