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Wall Street Breakfast

#148
Language: en Business News
Last Checked: 2025-08-02 10:45:59

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

01 Aug 2025

Contributed by Lukas

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings ...

Trump signs new tariff order

01 Aug 2025

Contributed by Lukas

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive sh...

Microsoft joins the $4 trillion club

31 Jul 2025

Contributed by Lukas

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms ride...

All eyes on Amazon and Apple

31 Jul 2025

Contributed by Lukas

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings...

Fed holds, markets cut odds of future cuts

30 Jul 2025

Contributed by Lukas

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September f...

Starbucks perks up after turnaround update

30 Jul 2025

Contributed by Lukas

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, sign...

UnitedHealth warns on rising medical costs

29 Jul 2025

Contributed by Lukas

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it war...

Chart Industries soars on takeover talk

29 Jul 2025

Contributed by Lukas

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:...

Firefly Aerospace aims to raise $600M via IPO

28 Jul 2025

Contributed by Lukas

Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Eve...

China's Zhipu ramps up AI battle

28 Jul 2025

Contributed by Lukas

Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Sams...

Four Mag 7 stocks and the Fed on tap

27 Jul 2025

Contributed by Lukas

The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) ...

Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts

25 Jul 2025

Contributed by Lukas

Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40)....

New Paramount must ditch bias, says FCC in merger OK

25 Jul 2025

Contributed by Lukas

Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workfo...

The job market that won't quit

24 Jul 2025

Contributed by Lukas

Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning...

Tesla touts ambitious plans, market shrugs

24 Jul 2025

Contributed by Lukas

Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and ...

Meme stocks Class of '25

23 Jul 2025

Contributed by Lukas

A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimate...

Detroit 3 cry foul on Japan tariff deal

23 Jul 2025

Contributed by Lukas

Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices d...

The Marlboro Man returns

22 Jul 2025

Contributed by Lukas

Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:...

Buyout buzz boosts SentinelOne

22 Jul 2025

Contributed by Lukas

SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indo...

24 hour trading takes another step

21 Jul 2025

Contributed by Lukas

Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance...

Microsoft sounds alarm on SharePoint attacks

21 Jul 2025

Contributed by Lukas

Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF...

Earnings go up a gear with Google, Tesla

20 Jul 2025

Contributed by Lukas

Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in fo...

Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

18 Jul 2025

Contributed by Lukas

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2...

Netflix beats, raises, still slips

18 Jul 2025

Contributed by Lukas

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content...

Interest rate debate

17 Jul 2025

Contributed by Lukas

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury ma...

Circle K owner ends 7-Eleven pursuit

17 Jul 2025

Contributed by Lukas

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding l...

Goldman posts historic stock trading revenue

16 Jul 2025

Contributed by Lukas

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets...

MP surges on Apple supply agreement

16 Jul 2025

Contributed by Lukas

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from...

First signs of tariff inflation

15 Jul 2025

Contributed by Lukas

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trim...

Nvidia plans China H20 shipments after U.S. nod

15 Jul 2025

Contributed by Lukas

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade De...

Copper tariff is a big blow to EVs

14 Jul 2025

Contributed by Lukas

Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autode...

Musk not on board with xAI-Tesla tie-up

14 Jul 2025

Contributed by Lukas

Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’...

Earnings season kicks off

13 Jul 2025

Contributed by Lukas

Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon...

Wall Street Roundup: AI trade, market melt up

11 Jul 2025

Contributed by Lukas

Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue highe...

Bitcoin blasts past $117K

11 Jul 2025

Contributed by Lukas

Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears pat...

Meta spending like the Yankees

10 Jul 2025

Contributed by Lukas

Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. ...

It’s a wrap

10 Jul 2025

Contributed by Lukas

McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NS...

Copper retreats, crude oil gains

09 Jul 2025

Contributed by Lukas

Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gai...

Inflation expectations look anchored

08 Jul 2025

Contributed by Lukas

New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no t...

Samsung warns of 56% profit slide

08 Jul 2025

Contributed by Lukas

Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter ...

Xpeng's AI EV

07 Jul 2025

Contributed by Lukas

The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses...

Bargain week begins

07 Jul 2025

Contributed by Lukas

Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick sa...

Tariff deadline week

06 Jul 2025

Contributed by Lukas

Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Cona...

Jobs market cheats death again

03 Jul 2025

Contributed by Lukas

Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks r...

OpenAI Rejects Robinhood Equity Tokens

03 Jul 2025

Contributed by Lukas

Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOS...

Netflix and Spotify teaming up

02 Jul 2025

Contributed by Lukas

The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bi...

Banks pass, investors cash in

02 Jul 2025

Contributed by Lukas

Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16...

Trump and Musk at it again

01 Jul 2025

Contributed by Lukas

President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (...

Texas embraces precious metal money

01 Jul 2025

Contributed by Lukas

Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN an...

Nintendo vs Amazon

30 Jun 2025

Contributed by Lukas

The companies are reportedly battling over sales of the Switch 2 on Amazon U.S.  (0:15) Canada back...

UK cars, planes get U.S. break

30 Jun 2025

Contributed by Lukas

UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli...

Weaker gain seen in June jobs

29 Jun 2025

Contributed by Lukas

Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bul...

Wall Street Weekend: Markets have been looking for an excuse to rally

28 Jun 2025

Contributed by Lukas

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:...

Wall Street Roundup: market highs, oil whipsaw, stablecoin momentum

27 Jun 2025

Contributed by Lukas

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stableco...

Nike sprints past low bar, shares jump

27 Jun 2025

Contributed by Lukas

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals appro...

Nike getting snoafer buzz

26 Jun 2025

Contributed by Lukas

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods s...

Hedge fund co-founder claims $7M coup scam

26 Jun 2025

Contributed by Lukas

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bez...

Here comes the droid ETF

25 Jun 2025

Contributed by Lukas

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1...

States win first round in EV charger lawsuit

25 Jun 2025

Contributed by Lukas

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market sha...

Fed's Powell sticks to his guns

24 Jun 2025

Contributed by Lukas

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Co...

Israel–Iran ceasefire in question

24 Jun 2025

Contributed by Lukas

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell ...

Futures tick up after U.S. strikes in Iran

23 Jun 2025

Contributed by Lukas

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhoneP...

Home Depot reportedly makes move on GMS

20 Jun 2025

Contributed by Lukas

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Te...

Powell signals higher prices as Fed holds

19 Jun 2025

Contributed by Lukas

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still...

Home building activity takes hit in May

18 Jun 2025

Contributed by Lukas

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI st...

Meta offering $100M bonus to poach OpenAI talent?

18 Jun 2025

Contributed by Lukas

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stableco...

Clear Kool Aid and Jell-O? Kraft ditches dyes

17 Jun 2025

Contributed by Lukas

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs ...

Solar sinks as Senate eyes tax credit sunset

17 Jun 2025

Contributed by Lukas

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (...

Oil down, stocks up on report Iran wants talks

16 Jun 2025

Contributed by Lukas

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ...

Google may cut ties with Scale AI

16 Jun 2025

Contributed by Lukas

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - ...

Mideast events will shape Fed week

15 Jun 2025

Contributed by Lukas

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tou...

Wall Street Weekend: Israel, Iran, and oil

14 Jun 2025

Contributed by Lukas

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&am...

Wall Street Roundup: AI, IPOs, and standout earnings

13 Jun 2025

Contributed by Lukas

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Interne...

Markets shake as Israel strikes Iran

13 Jun 2025

Contributed by Lukas

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some ski...

The media shakeout has begun

12 Jun 2025

Contributed by Lukas

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs marke...

Boeing tumbles on reports of Air India crash

12 Jun 2025

Contributed by Lukas

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) t...

Retail inflation shows little tariff impact

11 Jun 2025

Contributed by Lukas

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quan...

Game On!

11 Jun 2025

Contributed by Lukas

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (P...

Mark Zuckerberg assembling ‘superintelligence group’

10 Jun 2025

Contributed by Lukas

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan S...

UnitedHealth shops Latin American unit at deep discount

10 Jun 2025

Contributed by Lukas

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chim...

Warner Bros Discovery announces split

09 Jun 2025

Contributed by Lukas

The media company will split into separate streaming and network companies. (0:15) Tesla sees two do...

Qualcomm to acquire Alphawave for $2.4B

09 Jun 2025

Contributed by Lukas

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in ...

Inflation back on the Fed radar and expected to rise

08 Jun 2025

Contributed by Lukas

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may...

Wall Street Roundup: A tale of two Teslas

06 Jun 2025

Contributed by Lukas

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Sem...

GLP-1s, Gen Z dent Jack Daniel’s sales

06 Jun 2025

Contributed by Lukas

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) ga...

Is Tesla losing a Trump premium?

05 Jun 2025

Contributed by Lukas

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit...

Auto trouble brewing over rare earth curbs

05 Jun 2025

Contributed by Lukas

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Cl...

Wedbush AI ETF debuts

04 Jun 2025

Contributed by Lukas

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic j...

Texas puts snacks on notice

04 Jun 2025

Contributed by Lukas

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ad...

Barbie gets her own film studio

03 Jun 2025

Contributed by Lukas

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidan...

Tech, Media Giants Slash More Jobs

03 Jun 2025

Contributed by Lukas

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hund...

Meta aims to fully automate ads with AI

02 Jun 2025

Contributed by Lukas

Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s ...

Steel surges on tariff hike

02 Jun 2025

Contributed by Lukas

Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahe...

First look at the tariff job market

01 Jun 2025

Contributed by Lukas

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) ...

Wall Street Roundup: The fog of tariffs

30 May 2025

Contributed by Lukas

Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more diff...

Big tech, big rulings, big rebounds

30 May 2025

Contributed by Lukas

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues st...

How Trump can bring back tariffs

29 May 2025

Contributed by Lukas

Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling....

Judges Check Trump’s Trade Authority

29 May 2025

Contributed by Lukas

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizin...

Shein reportedly aims for Hong Kong debut

28 May 2025

Contributed by Lukas

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed ...

Tesla sales tumble in Europe

27 May 2025

Contributed by Lukas

Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV)...