Wall Street Breakfast

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...

Trump backs off Greenland tariffs

21 Jan 2026

Contributed by Lukas

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on de...

Berkshire may exit Kraft Heinz

21 Jan 2026

Contributed by Lukas

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single...

Netflix bids cash for Warner

20 Jan 2026

Contributed by Lukas

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold price...

Futures slip as trading resumes

20 Jan 2026

Contributed by Lukas

Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set ...

Trump tariffs loom over Davos summit

18 Jan 2026

Contributed by Lukas

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnin...

Power producers spark higher

16 Jan 2026

Contributed by Lukas

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:0...

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...