Wall Street Breakfast

Valentines Day strike disruption

12 Feb 2024

Contributed by Lukas

Uber and Lyft drivers plan to go on strike in 20 cities. (0:16) Rivian downgraded on soft EV market. (2:13) Citi received three Fed notices on how it ...

Diamondback, Endeavor Energy to merge

12 Feb 2024

Contributed by Lukas

Diamondback (FANG), Endeavor Energy to merge. (00:22) V.F. Corp (VFC) founding family supports activist Engaged Capital in board fight - report. (01:1...

All eyes on CPI

11 Feb 2024

Contributed by Lukas

Annual retail inflation in January is expecting to cool again. (0:20) Flurry of hedge fund 13F filings expected. (4:33) Valentine's Day sticker shock....

Las Vegas set for Super Bowl jackpot

09 Feb 2024

Contributed by Lukas

The Super Bowl is coming - Las Vegas casinos and sportsbooks may have already won. (00:26) DoorDash (DASH) may be the favorite to win the Super Bowl b...

Big names join AI Safety Institute

08 Feb 2024

Contributed by Lukas

Apple, Microsoft, JPMorgan among those in new U.S. AI Safety Institute. (0:16) Chip company Arm adds $40 billion in market cap post-earnings. (2:45) T...

Disney unveils buyback revival, ESPN's digital strategy

08 Feb 2024

Contributed by Lukas

Disney (DIS) earnings call: ESPN's digital moves, the return of buybacks. (00:25) Synopsys (SNPS) said to begin sale of software integrity business, c...

Alibaba's big buyback boost

07 Feb 2024

Contributed by Lukas

Alibaba added $25 billion to its stock repurchase program. (0:15) Ford tips a skunkworks EV project. (3:54) Tesla may be looking at layoffs. (4:35)Sho...

Snap falls on revenue miss despite growth

07 Feb 2024

Contributed by Lukas

SNAP slides as revenue shortfall overshadows user growth, profits. (00:23) Disney (DIS), Warner Bros. Discovery (WBD), Fox (FOX) to build joint sports...

Obesity drug sales soar

06 Feb 2024

Contributed by Lukas

Eli Lilly easily beats sales forecasts. (0:16) DuPont boosts its dividend and launches buyback. (1:37) NYCB's head of risk left before it announced sh...

Palantir soars as Q4 revenues surge

06 Feb 2024

Contributed by Lukas

Palantir (PLTR) soars as Q4 revenues surge; guidance is mixed bag. (00:29) U.S. appeals court refuses to shield Bayer (BAYRY) from Roundup lawsuit. (0...

Apple Vision Pro potential 'game changer'

05 Feb 2024

Contributed by Lukas

The Vision Pro is showing customer intrigue not seen in many years. (0:16) Service inflation has yields climbing after Powell remarks. (1:55) How do t...

Powell: Fed ‘careful’ amid strong economy

05 Feb 2024

Contributed by Lukas

Fed can afford to be 'careful' with policy due to strong US economy, Powell says. (00:30) Snap has started new round of layoffs - report. (01:58) Pala...

Fed speakers unleashed

04 Feb 2024

Contributed by Lukas

What will January's blowout jobs report mean for monetary policy? (0:19) Watch the SLOOS report in wake of regional bank jitters. (2:38) Sports books ...

Meta soars on beat, solid outlook

02 Feb 2024

Contributed by Lukas

Meta soars 15% on beat and solid outlook; launches dividend and big buyback. (00:25) Disney (DIS) is joining the password crackdown trend. (01:31) Int...

Regional bank fears return

01 Feb 2024

Contributed by Lukas

Loan-loss-provision and commercial-loan-loss jitters are hammering stocks. (0:15) Altria announces new stock buyback. (3:35) A winning January bodes w...

Disney's lawsuit against Ron DeSantis dismissed

01 Feb 2024

Contributed by Lukas

Disney's (DIS) free speech lawsuit against Ron DeSantis dismissed. (00:25) Tesla (TSLA) hopes to stay under Congress's radar by keeping CATL at arms l...

Fed holds rates, Powell shuts door on March cut

31 Jan 2024

Contributed by Lukas

Stocks sink as Fed chief Jay Powell calls a March interest rate cut unlikely. (0:17) Boeing suspends 2024 guidance amid 737 problems. (4:23) Walmart s...

Byron Allen makes $14B offer for Paramount Global

31 Jan 2024

Contributed by Lukas

Byron Allen makes $14B offer for Paramount Global (PARA). (00:24) Tesla (TSLA) CEO Elon Musk's $55B pay package voided by judge. (01:40) Walmart (WMT)...

U.S. targets Chinese hackers Volt Typhoon

30 Jan 2024

Contributed by Lukas

Officials say the group is part of an effort to compromise Western infrastructure. (0:15) Elon Musk's Neuralink implants brain chip in human. (1:10) J...

Saudi Aramco scraps plan to boost oil production capacity

30 Jan 2024

Contributed by Lukas

Saudi Aramco (ARMCO) shelves plan to boost oil production capacity after state order. (00:31) Northrop Grumman (NOC) enters $1B accelerated stock buyb...

Amazon purchase of iRobot terminated

29 Jan 2024

Contributed by Lukas

The Roomba maker's CEO is leaving as it announces big layoffs. (0:15) Budweiser is back with Super Bowl ads. (1:27) Morgan Stanley survey shows inflat...

United Airlines in talks with Airbus about Max 10 alternative-report

29 Jan 2024

Contributed by Lukas

United Airlines (UAL) in talks with Airbus (OTCPK:EADSF) about Boeing (BA) Max 10 alternatives - report. (00:25) Biden set to announce billions in chi...

Boeing call and megacap earnings ahead

28 Jan 2024

Contributed by Lukas

Boeing's earnings call and megacap results highlight earnings this week. (0:19) Bye-bye inverse Cramer ETF. (4:36) The Osborne Effect may be in play f...

Intel stumbles on weak guidance

26 Jan 2024

Contributed by Lukas

Intel (INTC) stumbles as weak guidance overshadows Q4 results. (00:22) Apple (AAPL) announces the biggest shakeup to iOS and the App Store since launc...

Goldilocks GDP growth

25 Jan 2024

Contributed by Lukas

GDP rose at 3.3% pace in Q4 while core inflation came in at target 2%. (0:15) Humana slashes profit guidance on Medicare costs. (3:11) Tesla's 'train ...

FAA blocks Boeing 737 MAX production expansion

25 Jan 2024

Contributed by Lukas

FAA blocks Boeing (BA) 737 MAX production expansion. (00:24) Intel (INTC) opens chip factory in New Mexico as part of $3.5B investment in the U.S. sta...

New Tesla model expected 2025

24 Jan 2024

Contributed by Lukas

The new EV - codename 'Redwood' - is described as a compact crossover. (0:15) AT&T earnings outlook raises concerns. (2:41) Chipotle aims new bene...

Berkshire utility ordered to pay $62M for 2020 wildfires

24 Jan 2024

Contributed by Lukas

Berkshire (BRK.A) (BRK.B) utility must pay $62M to Oregon homeowners for 2020 wildfires. (00:25) Southwest Airlines (LUV) flight attendants vote in fa...

Earnings season goes up a gear

23 Jan 2024

Contributed by Lukas

Verizon impresses with wireless services, while 3M struggles on guidance. (0:15) Netflix snags the rights to WWE Raw. (3:33) Goldman Sachs picks its f...

Netflix expectations

23 Jan 2024

Contributed by Lukas

Netflix (NFLX) expected to post 11% rise in Q4 revenue, focus on ad-supported tier performance. (00:26) SEC unveils new details about its X account ha...

Archer Daniels stock rocked by accounting inquiry

22 Jan 2024

Contributed by Lukas

Archer Daniels Midland placed its CFO on administrative leave. (0:15) Index of leading economic indicators falls for 21st month in a row. (1:51) AI vo...

Macy’s rejects $5.8B offer

22 Jan 2024

Contributed by Lukas

Macy's (M) rejects $5.8B offer; bidder threatens to go directly to holders. (00:27) Terra-Luna crash: Terraform Labs files for Chapter 11 bankruptcy. ...

Uranium a big part of our energy future - Chris DeMuth Jr.

21 Jan 2024

Contributed by Lukas

Why Chris DeMuth Jr. really likes the commodity uranium (0:35) Nuclear energy and emotional tradeoffs (3:20). This is an abridged conversation from a ...

Spirit still aiming for JetBlue combo

19 Jan 2024

Contributed by Lukas

Spirit Airlines confirms commitment to merger along with upbeat guidance. (0:15) Consumer sentiment hits a 2-1/2 year high. (1:59) Meta buying up Nvid...

Tech optimism rides to all-time high

19 Jan 2024

Contributed by Lukas

No shutdown: Congress clears stopgap spending bill (0:30), diabetes drugs see price raises (1:15) and Nasdaq 100 rides tech optimism to all-time high ...

Federal funding coming for EV charging ports

18 Jan 2024

Contributed by Lukas

The goal is for a nationwide network of 500,000 chargers by 2030. (0:15) Jobless claims fall to 16-month low. (3:03) LL flooring tumbles as founder wi...

Apple antitrust suit nears

18 Jan 2024

Contributed by Lukas

Apple could face a DOJ antitrust suit as soon as March. (0:33) Amazon looks to improve its 'Remarkable Alexa' for s subscription service. (1:40) J.P. ...

Consumers keep on spending

17 Jan 2024

Contributed by Lukas

Retail sales rose more than anticipated through the holiday season. (0:15) Shorter Treasury yields spike on more Fed second-guessing. (1:26) Is JetBlu...

Oil heading for a supply crunch?

17 Jan 2024

Contributed by Lukas

Is the oil market heading for a supply crunch? (0:30) Search giant Google to lay off more workers (1:30) and Boeing shares fall after collision at O’...

Big day for deals

16 Jan 2024

Contributed by Lukas

The week kicks off with M&A in technology and fast food. (0:15) Boeing stock slumps below major technical support. (4:02) Barclays picks stocks fo...

Jam packed earnings week

16 Jan 2024

Contributed by Lukas

US futures slide as yields rise (0:30), jam packed earnings week (2:50), and Musk demands voting control in Tesla (6:30).Show Notes:Elon Musk wants 25...

New secular bull markets hidden in plain sight

14 Jan 2024

Contributed by Lukas

Travis runs KCI Research and The Contrarian - why they're still focused on value and commodities (0:25). Really long market trends. Why new bull marke...

Big banks kick off earnings season

12 Jan 2024

Contributed by Lukas

J.P. Morgan and Citi post solid results. (0:15) Bond yields slide after cool PPI. (2:37) Goldman has 25 options trades ahead of earnings. (6:19)Show N...

EV names fall as Hertz hits the gas pedal

12 Jan 2024

Contributed by Lukas

EV shocker: Tesla (TSLA), Rivian (RIVN) and Fisker (FSR) fall after Hertz (HTZ) hits the gas pedal. (00:27) CVS paring down pharmacy footprint inside ...

Consumer inflation comes in a little hot

11 Jan 2024

Contributed by Lukas

The December CPI rose 0.3%, more than expected. (0:15) Hertz to shed electric vehicles in its fleet. (2:37) Dow 100,000 in 10 years? (4:23)Show NotesB...

Cummins to pay record fine for emissions cheating

11 Jan 2024

Contributed by Lukas

Cummins (CMI) to pay record $1.675B civil penalty in vehicle test cheating settlement. (00:26) iRobot (IRBT) plunges to session lows amid report Amazo...

Shipping costs soar amid Red Sea attacks

10 Jan 2024

Contributed by Lukas

Vessels face weeks of delays as they avoid Red Sea routes. (0:15) Another Fed rate hike isn't out of the question. (1:37) Apple hit with another stock...

Bitcoin spikes on false report

10 Jan 2024

Contributed by Lukas

Bitcoin (BTC-USD) briefly spiked on false report that SEC approved bitcoin ETFs. (00:29) Walmart (WMT) to bring drone deliveries to millions more in T...

United, Alaska Airlines find loose parts on 737s

09 Jan 2024

Contributed by Lukas

The discovery on 737 Max 9s indicates Boeing issues aren’t confined to the Alaska plane. (0:15) Nintendo gets an upgrade ahead of Switch 2. (3:01) A...

Vegas gets the AI treatment at CES

09 Jan 2024

Contributed by Lukas

Nvidia (NVDA), Microsoft (MSFT) and others roll into CES as Vegas gets the AI treatment. (00:21) Netflix (NFLX) wins account sharing lawsuit filed by ...

Apple's Vision Pro to debut on Groundhog Day

08 Jan 2024

Contributed by Lukas

Preorders for the the $3,499 mixed reality headset start Jan. 19. (0:15) First Costco store in 20 years votes to unionize. (2:48) Congressional leader...

Shares of Boeing, Spirit AeroSystems plunge

08 Jan 2024

Contributed by Lukas

Shares of Boeing (BA) and Spirit AeroSystems (SPR) plunge after mid-air blowout. (00:29) Merck (MRK) in talks to acquire Harpoon Therapeutics (HARP) f...

Will this market go higher than anyone expects?

07 Jan 2024

Contributed by Lukas

Cestrian Capital Research's Alex King is worried he isn't bullish enough. Markets from a technical analysis perspective, using Elliott Wave and Fibona...

Job growth keeps chugging along

05 Jan 2024

Contributed by Lukas

Payrolls up more than 200K and the unemployment rate holds at 3.7%. (0:15) But another jobs indictor hits crisis levels. (2:32) Microsoft could soon t...

QuantumScape soars on Volkswagen battery test success

05 Jan 2024

Contributed by Lukas

QuantumScape (QS) skyrockets after dazzling with Volkswagen (VLKAF) battery test. (00:23) Costco (COST) benefits from additional shopping day in Decem...

Microsoft makes first keyboard change in 30 years

04 Jan 2024

Contributed by Lukas

The Windows keyboard gets a button for Copilot AI. (0:15) Walgreens slashes its dividend. (3:56) Big upgrade seen for the iPhone camera - in 2025. (4:...

Apple reportedly settles gift card scam lawsuit

04 Jan 2024

Contributed by Lukas

Apple (AAPL) to settle suit related to iTunes gift card scam - report. (00:23) TikTok (BDANCE) sets sights on Amazon (AMZN) with goal of growing e-com...

Disney's Iger gets backing

03 Jan 2024

Contributed by Lukas

Hedge fund Blackwells Capital will nominate 3 directors to Disney’s board to support the CEO. (0:15) Bitcoin sees a sharp early plunge. (2:27) U.S. ...

Maersk extends Red Sea pause

03 Jan 2024

Contributed by Lukas

Maersk (AMKBY) to continue pausing Red Sea transit after attack on ship. (00:23) AST SpaceMobile (ASTS) soars after seeing fundraising close this mont...

Nasdaq 20,000

02 Jan 2024

Contributed by Lukas

Wedbush sees Apple, Microsoft and other techs leading a 33% rise in the Nasdaq. (0:15) Oil is volatile amid Red Sea conflict. (2:41) Tesla tops delive...

Fewer EV models qualify for full tax credit

02 Jan 2024

Contributed by Lukas

2024 electric vehicle jolt - fewer models qualify for the full tax credit. (00:33) Bitcoin (BTC-USD) rings in the new year with a rise above $45,000. ...

2024: The Year Of Living Dangerously

31 Dec 2023

Contributed by Lukas

Rob Isbitts on 12 market themes from 2023 and why 2024 is set to be the year of living dangerously as there are a lot of markets at the crossroads. Th...

Content providers look for OpenAI license deal

29 Dec 2023

Contributed by Lukas

Providers like News Corp. and Gannett look to negotiate following the New York Times lawsuit. (0:15) UnitedHealth is shedding its Brazil business. (2:...

Goodbye 2023, hello 2024

29 Dec 2023

Contributed by Lukas

Happy last trading day of 2023! (1:10) Google to settle $5B 'Incognito Mode' lawsuit (3:00) Cathie Wood switches Bitcoin ETFs (3:50).Episode transcrip...

Cash was king in 2023

28 Dec 2023

Contributed by Lukas

With rates surging, $1.3 trillion flowed into cash, more than any asset class. (0:15) Microsoft's 'iPhone moment.' (2:06) Cathie Wood sheds remaining ...

Crypto names extend gains

28 Dec 2023

Contributed by Lukas

Crypto-related names extend gains (1:15) Apple Watch ban paused by appeals court (1:46) and Alibaba fails to get suit dismissed (6:25).Episode transcr...

New York Times sues Microsoft, OpenAI

27 Dec 2023

Contributed by Lukas

The paper alleges the companies illegally used its content to train AI models. (0:15) Chinese stocks fall below a major long-term support level. (1:46...

Israeli grant lifts Intel

27 Dec 2023

Contributed by Lukas

Intel (INTC) drives semiconductor stocks higher after Israeli grant for chip plant. (00:26) Dish Network (DISH) merger with EchoStar (SATS) slated to ...

Apple Watch ban begins

26 Dec 2023

Contributed by Lukas

Imports and sales of Apple Watches are banned effective today due to patent issues. (0:15) FedEx announces share buyback. (1:42) There is a new domina...

AstraZeneca to buy Gracell Biotechnologies

26 Dec 2023

Contributed by Lukas

AstraZeneca (AZN) to buy Gracell Biotechnologies (GRCL) for $1.2 billion. (00:22) Manchester United (MANU) agrees to sell 25% stake to billionaire Jim...

Chaim Siegel is bullish for 2024

24 Dec 2023

Contributed by Lukas

Chaim Siegel of Elazar Advisors has been bullish for most of 2023 and remains bullish for 2024. Why jobless claims are a key measure to watch (0:20) 3...

Nike warns on soft sales, increased promotions

22 Dec 2023

Contributed by Lukas

Retail shocker: Nike (NKE) warns on soft sales, high promotional activity. (00:26) Cytokinetics (CYTK) soars amid report of Novartis (NVS), AstraZenec...

Warner Bros. Discovery reportedly in talks to merge with Paramount

21 Dec 2023

Contributed by Lukas

Warner Bros. Discovery (WBD) talking to Paramount (PARA) about possible deal - reports. (00:26) Citigroup (C) plans to exit distressed debt trading - ...

Apple Watch sales halt; Toyota suspends shipments

20 Dec 2023

Contributed by Lukas

President Biden has until Sunday to decide on Apple Watch patent dispute (1:25), Atlanta Fed's Raphael Bostic doesn't see an urgency to cut rates (3:1...

Naval task force; Japanese takeover

19 Dec 2023

Contributed by Lukas

U.S. forms naval taskforce to protect ships in Red Sea (1:32) Google to pay $700 million to settle Play Store lawsuit (2:30) and Japanese takeover of ...

Illumina to divest Grail

18 Dec 2023

Contributed by Lukas

Illumina (ILMN) plans to divest Grail after U.S. Appeals Court decision. (00:23) IBM to acquire StreamSets and webMethods platforms from Software AG f...

Looking at VIX and earnings growth with Mott Capital Management

17 Dec 2023

Contributed by Lukas

Mott Capital Management's Michael Kramer is looking at 2 things: what the market's anticipating for 2024 earnings growth and implied volatility levels...

Costco tops profit estimates, declares special dividend

15 Dec 2023

Contributed by Lukas

Costco (COST) tops profit estimates, doles out $6.7B in special dividends. (00:25) Tesla (TSLA) bags incentives worth $153M for Mexico gigafactory. (0...

Monster bond moves

14 Dec 2023

Contributed by Lukas

10-year Treasury yield falls below 4% from 5% at breakneck speed. (0:15) Retail sales show a surprise gain. (2:17) Influential bank analyst upgrades 5...

Adobe stumbles on weak outlook, FTC inquiry

14 Dec 2023

Contributed by Lukas

Adobe (ADBE) stumbles on weak outlook, FTC inquiry. (00:22) Mattel's (MAT) American Girl is heading to the big screen after Barbie breakthrough. (01:5...

Dow notches record as Fed's Powell plays Santa

13 Dec 2023

Contributed by Lukas

Chairman Jay Powell leans dovish after Fed keeps rates on hold. (0:15) Fed projection pencil in 3 rate cuts next year. (0:38) Stocks rally, Treasury y...

SpaceX valuation reportedly nears $180B

13 Dec 2023

Contributed by Lukas

Elon Musk's SpaceX (SPACE) value said to be closer to $180B. (00:26) XPO to acquire 28 former Yellow service centers. (01:25) Snapchat+ (SNAP) surpass...

Inflation fight on track

12 Dec 2023

Contributed by Lukas

November CPI arrives about in line, but gives the Fed some room to push back on early rate cuts. (0:15) Oracle tumbles on cloud concerns. (2:35) Chevr...

Epic Games wins antitrust fight against Google

12 Dec 2023

Contributed by Lukas

Epic Games wins antitrust fight against Google (GOOG) (GOOGL) over app store monopoly. (00:23) Hasbro (HAS) to cut 900 jobs as it seeks to cut expense...

Record breaking holiday travel

11 Dec 2023

Contributed by Lukas

AAA forecasts more people flying this holiday season than every before. (0:15) Department store stocks rally. (1:53) Occidental to acquire CrownRock. ...

Macy’s receives buyout offer

11 Dec 2023

Contributed by Lukas

Macy's (M) gets $5.8B offer to be taken private - WSJ. (00:22) Cigna (CI), Humana (HUM) scrap merger talks; Cigna planning major stock buyback (update...

Job growth staying strong

08 Dec 2023

Contributed by Lukas

The unemployment rate surprises, falling to 3.7%. (0:15) Is GameStop trying to morph into Berkshire Hathaway? (2:59) Paramount surges on sale chatter....

Lululemon slips on soft holiday outlook

08 Dec 2023

Contributed by Lukas

Lululemon (LULU) falls after guidance for holiday quarter comes in light. (00:24) Yellow (YELLQ) declines offer that could have saved bankrupt truckin...

Anemic outlook for dividends and buybacks

07 Dec 2023

Contributed by Lukas

J.P. Morgan predicts a worse outlook for income investors in 2024. (0:15) Fisker Automotive CEO fights for the stock. (2:50) Trump tapping Jamie Dimon...

CosMc’s, McDonald’s nostalgic spinoff

07 Dec 2023

Contributed by Lukas

McDonald's (MCD) opens first restaurant of nostalgic spinoff chain CosMc's. (00:26) AMD takes wraps off Nvidia (NVDA) competitor, updates AI forecast....

G7 oil price cap falters in first year

06 Dec 2023

Contributed by Lukas

G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC exte...

Grand Theft Auto trailer hits early

05 Dec 2023

Contributed by Lukas

The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies bi...

Meta, IBM launch open source AI alliance

05 Dec 2023

Contributed by Lukas

Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) pick...

Bitcoin keeps climbing

04 Dec 2023

Contributed by Lukas

The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)Show NotesTop 10 trade...

Alaska Air acquiring Hawaiian Airlines

04 Dec 2023

Contributed by Lukas

Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) Chin...

Catalyst Watch: Cigna, Humana deal would face regulatory hurdles

03 Dec 2023

Contributed by Lukas

Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fe...

Streaming bundle battle?

01 Dec 2023

Contributed by Lukas

Apple+ and Paramount+ could offer a bundled service to fight churn. (0:15) Fed Chairman Powell calls rate-cut talk 'premature.' (1:11) Wall Street rea...

Crude oil slips as OPEC cuts underwhelm

01 Dec 2023

Contributed by Lukas

Crude oil slips as OPEC's voluntary production cuts underwhelm (3:22) Tesla delivers first Cybertrucks as it looks to shake up electric truck segment ...

OPEC to cut more production to boost oil

30 Nov 2023

Contributed by Lukas

OPEC+ members agree to cut an additional 1 million barrels per day. (0:15) The Fed's favorite inflation gauge hits lowest level in 2 years. (1:26) Her...

Cigna, Humana reportedly in merger talks

30 Nov 2023

Contributed by Lukas

Cigna (CI), Humana (HUM) in talks to combine in stock-and-cash deal - WSJ (update). (00:24) The UAW goes electric with unionization efforts aimed at T...