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Wall Street Breakfast

#148
Language: en Business News
Last Checked: 2025-09-21 09:21:21
Showing episodes 1 to 100 of 1366 total
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Wall Street Roundup: We need to talk about Intel

19 Sep 2025

Contributed by Lukas

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot,...

FedEx delivers earnings surprise

19 Sep 2025

Contributed by Lukas

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. ...

Jimmy Kimmel pulled from airwaves

18 Sep 2025

Contributed by Lukas

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new ...

Fed cuts rates for first time this year

17 Sep 2025

Contributed by Lukas

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this ye...

Markets watch Fed as US, UK seal $42B tech deal

17 Sep 2025

Contributed by Lukas

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House vot...

Coffee prices are percolating

16 Sep 2025

Contributed by Lukas

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectat...

DOT grounds Delta-Aeromexico venture

16 Sep 2025

Contributed by Lukas

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Steph...

Trump calls for earnings just twice a year

15 Sep 2025

Contributed by Lukas

The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla st...

BofA says investors should think BIG

15 Sep 2025

Contributed by Lukas

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at...

Fed meeting: dissent is the word

14 Sep 2025

Contributed by Lukas

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx f...

Wall Street Roundup: red flag, green flag

12 Sep 2025

Contributed by Lukas

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping p...

Microsoft, OpenAI chart new path

12 Sep 2025

Contributed by Lukas

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery ...

CPI clears way for Fed rate cut

11 Sep 2025

Contributed by Lukas

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The human...

Futures edge higher ahead of CPI report

11 Sep 2025

Contributed by Lukas

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks...

Klarna pops on NYSE debut

10 Sep 2025

Contributed by Lukas

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes...

Oracle surges as future contracts pile up

10 Sep 2025

Contributed by Lukas

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarn...

Jobs see record downward benchmark revision

09 Sep 2025

Contributed by Lukas

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall i...

Nebius rockets on $17B Microsoft deal

09 Sep 2025

Contributed by Lukas

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) ...

Tesla U.S. market share at 8-year low

08 Sep 2025

Contributed by Lukas

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Gol...

S&P 500 shuffle sparks market moves

08 Sep 2025

Contributed by Lukas

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after m...

Stagflation alarms could sound this week

07 Sep 2025

Contributed by Lukas

The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could b...

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

05 Sep 2025

Contributed by Lukas

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (...

Futures tick up ahead of jobs data

05 Sep 2025

Contributed by Lukas

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern Califor...

Nvidia stealing a march on quantum computing

04 Sep 2025

Contributed by Lukas

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15...

Football returns, ad dollars pour in

04 Sep 2025

Contributed by Lukas

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) Americ...

Stark warning on holiday spending

03 Sep 2025

Contributed by Lukas

Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar ...

Chrome stays put

03 Sep 2025

Contributed by Lukas

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) a...

Activists target Pepsi

02 Sep 2025

Contributed by Lukas

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30)...

Wall Street futures slip to start September

02 Sep 2025

Contributed by Lukas

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with abo...

Crucial jobs report highlights short week

31 Aug 2025

Contributed by Lukas

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings...

Wall Street Roundup: valuation concerns and uncharted waters

29 Aug 2025

Contributed by Lukas

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming nex...

Caterpillar expects bigger tariff hit

29 Aug 2025

Contributed by Lukas

Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvel...

'Economy slowing, but still clearly growing'

28 Aug 2025

Contributed by Lukas

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U...

Nvidia's big China question

28 Aug 2025

Contributed by Lukas

Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly...

Futures flat as traders await Nvidia earnings

27 Aug 2025

Contributed by Lukas

Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's ...

Trump fires Cook, threatens more tariffs

26 Aug 2025

Contributed by Lukas

Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nomine...

After Dow's record close, stock futures lower

25 Aug 2025

Contributed by Lukas

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Aber...

It's Nvidia earnings time

24 Aug 2025

Contributed by Lukas

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the...

Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments

22 Aug 2025

Contributed by Lukas

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55...

Markets wait on Powell's next words

22 Aug 2025

Contributed by Lukas

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (...

Microsoft clamps down on China

21 Aug 2025

Contributed by Lukas

Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger v...

FDA reels in radioactive shrimp at Walmart

20 Aug 2025

Contributed by Lukas

Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI ...

Return of the SPAC King

19 Aug 2025

Contributed by Lukas

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says...

SoftBank pours $2B into Intel

19 Aug 2025

Contributed by Lukas

Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) S...

Dan Ives shakes up his AI 30

18 Aug 2025

Contributed by Lukas

Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on...

Penny stock selloffs spark scam fears - report

18 Aug 2025

Contributed by Lukas

Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) ...

What will Powell say at Jackson Hole?

17 Aug 2025

Contributed by Lukas

Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case a...

UnitedHealth jumps as funds boost stakes

15 Aug 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple ...

Wholesale inflation soars

14 Aug 2025

Contributed by Lukas

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tari...

Bullish soars 84% on debut

14 Aug 2025

Contributed by Lukas

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model am...

CAVA slides on sales miss

13 Aug 2025

Contributed by Lukas

CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporte...

CPI arrives in line as core inflation trends up

12 Aug 2025

Contributed by Lukas

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid re...

Trump picks EJ Antoni for BLS top job

12 Aug 2025

Contributed by Lukas

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action agains...

Audiences return to theaters

11 Aug 2025

Contributed by Lukas

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hop...

U.S. companies absorb tariff hit

11 Aug 2025

Contributed by Lukas

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AM...

Inflation expected to tick up

10 Aug 2025

Contributed by Lukas

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those...

Trump nominates adviser Miran to Fed

08 Aug 2025

Contributed by Lukas

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the...

Eli Lilly shares hammered

07 Aug 2025

Contributed by Lukas

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation st...

Tariff win sends TSMC higher

07 Aug 2025

Contributed by Lukas

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (S...

Golden Arches comeback

06 Aug 2025

Contributed by Lukas

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:...

Novo Nordisk trims outlook on rising rivalry

06 Aug 2025

Contributed by Lukas

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN ...

Trump eyes pharma tariffs at 250%

05 Aug 2025

Contributed by Lukas

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows...

AI powers Palantir’s 48% revenue jump

05 Aug 2025

Contributed by Lukas

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after...

Tesla awards Elon 96 million shares

04 Aug 2025

Contributed by Lukas

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke &...

Boeing defense workers walk off the job

04 Aug 2025

Contributed by Lukas

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more co...

Wall Street's big data headache

03 Aug 2025

Contributed by Lukas

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir ...

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...

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