Wall Street Breakfast

OpenAI and Amazon in $38 billion cloud deal

03 Nov 2025

Contributed by Lukas

OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clar...

Top FDA exec ousted

03 Nov 2025

Contributed by Lukas

The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’...

Tesla's trillion dollar question

02 Nov 2025

Contributed by Lukas

Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to r...

Wall Street Roundup: is this time really different?

31 Oct 2025

Contributed by Lukas

Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00). ...

Nasdaq climbs on tech wins

31 Oct 2025

Contributed by Lukas

Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01...

Trump, Xi agree on rare earth, tariff relief deal

30 Oct 2025

Contributed by Lukas

Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Mic...

Fed cuts rates but Powell flips December script

29 Oct 2025

Contributed by Lukas

The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixe...

Joby’s taking off

29 Oct 2025

Contributed by Lukas

Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillio...

Amazon weighs biggest corporate layoff yet

28 Oct 2025

Contributed by Lukas

Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21)  Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media...

Qualcomm takes on Nvidia

27 Oct 2025

Contributed by Lukas

Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)...

Novartis puts $12B on the table

27 Oct 2025

Contributed by Lukas

Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B...

The AI trade gets a pulse check this Fed week

26 Oct 2025

Contributed by Lukas

Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with ...

Wall Street Roundup: are we in a bubble?

24 Oct 2025

Contributed by Lukas

Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI ...

IT outage grounds Alaska fleet again

24 Oct 2025

Contributed by Lukas

Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on ...

Quantum names pop

23 Oct 2025

Contributed by Lukas

IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says rancher...

Gold still struggling

22 Oct 2025

Contributed by Lukas

The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superi...

DraftKings bets on predictions

22 Oct 2025

Contributed by Lukas

DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-...

China's luxury conundrum

21 Oct 2025

Contributed by Lukas

As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost...

Apple edges toward $4T

21 Oct 2025

Contributed by Lukas

Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due t...

Markets march higher

20 Oct 2025

Contributed by Lukas

Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. is...

Wall Street Roundup: financial earnings, golden highs, data dearth

17 Oct 2025

Contributed by Lukas

Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold ...

Regional bank worries drag futures lower

17 Oct 2025

Contributed by Lukas

Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump ple...

Holidays getting a retail therapy boost

16 Oct 2025

Contributed by Lukas

Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selli...

GIC sues Nio over inflated revenue

16 Oct 2025

Contributed by Lukas

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in...

Amazon swapping humans for AI

15 Oct 2025

Contributed by Lukas

Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:0...

Stellantis bets on U.S. production

15 Oct 2025

Contributed by Lukas

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with ...

Banks beat the Street

14 Oct 2025

Contributed by Lukas

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed ...

Papa John’s delivers a hot slice

14 Oct 2025

Contributed by Lukas

Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (...

Broadcom gets the OpenAi bump

13 Oct 2025

Contributed by Lukas

The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:...

Crypto bounces back

13 Oct 2025

Contributed by Lukas

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS tel...

Earnings arrive as Trump downplays China trade fight

12 Oct 2025

Contributed by Lukas

President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. r...

Inflation report still in sight

10 Oct 2025

Contributed by Lukas

Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: Tik...

Meet Ferrari's Elettrica

09 Oct 2025

Contributed by Lukas

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)Show Notes     J.P...

Netflix levels up

09 Oct 2025

Contributed by Lukas

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:2...

Nvidia invests big in xAI

08 Oct 2025

Contributed by Lukas

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)Show Notes     J....

Lawmakers urge broader China chip curbs

08 Oct 2025

Contributed by Lukas

U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07)...

Gold futures top $4,000

07 Oct 2025

Contributed by Lukas

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is...

Deals don’t wait ‘til November

07 Oct 2025

Contributed by Lukas

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cuts hit production line jobs at key US plant - repo...

AMD rockets on OpenAI deal

06 Oct 2025

Contributed by Lukas

OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny Shots ETF riding high. (1:56)  Show NotesYoung Wal...

Tesla spins up speculation

06 Oct 2025

Contributed by Lukas

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) to buy SciTec for $855 million to advance tech cap...

OpenAI DevDay kicks off week as shutdown persists

05 Oct 2025

Contributed by Lukas

Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for the world’s biggest startup. (4:47)  Bitcoin t...

Shutdown freezes release, not data

03 Oct 2025

Contributed by Lukas

How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBlock app from App Store after Trump DOJ demand. (02...

AOL back in the merger game

02 Oct 2025

Contributed by Lukas

Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major music labels close in on AI deal. (1:04) Berkshir...

Half a trillion and counting

02 Oct 2025

Contributed by Lukas

OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding for infrastructure, climate projects. (00:53) Ama...

ADP steals spotlight and reports jobs losses

01 Oct 2025

Contributed by Lukas

With BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws BLS chief nominee. (1:39) Supreme Court halts imme...

Senate vote triggers government shutdown, data delays

01 Oct 2025

Contributed by Lukas

U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S. (01:33) Nvidia (NVDA) tops $4.5 trillion market ...

Spotify CEO hands over the reins

30 Sep 2025

Contributed by Lukas

Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend unsettles DraftKings, FanDuel (0:52) Consumer confide...

Weed stocks light up

30 Sep 2025

Contributed by Lukas

Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube (GOOG) (GOOGL) to pay Trump $24.5M for suspending...

Hollywood gets the tariff treatment

29 Sep 2025

Contributed by Lukas

Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private in biggest LBO ever. (1:09) SEC fast-tracking end...

Gold extends record run

29 Sep 2025

Contributed by Lukas

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-tracking Trump's proposal to end quarterly reporting. ...

Will Fed's Powell make it to jobs day?

28 Sep 2025

Contributed by Lukas

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data into flux? (2:20) And does a cartoon mean Trump w...

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

26 Sep 2025

Contributed by Lukas

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Alibaba's aggressive spending (2:45). Klarna, Affirm, a...

Tariffs hit pharma

26 Sep 2025

Contributed by Lukas

Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to prepare for mass firings if government shuts down. (...

What weak economy?

25 Sep 2025

Contributed by Lukas

Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-flying Oracle gets a rare bear. (2:18)Show NotesIs t...

Intel and Apple: A Deal in the Making?

25 Sep 2025

Contributed by Lukas

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Former energy secretary Rick Perry's data center REI...

NFL wants new TV deal ASAP

24 Sep 2025

Contributed by Lukas

NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise surge in August. (2:20) Meet the autonomous commer...

Alibaba to boost AI investment

24 Sep 2025

Contributed by Lukas

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26) Ford (F) courts riskier borrowers with lower rat...

Next stage of AI revolution arrives

23 Sep 2025

Contributed by Lukas

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its new large language model. (1:17) Nissan shows off A...

Kenvue in focus

23 Sep 2025

Contributed by Lukas

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs largest-ever order from Uzbekistan Airways for up to 22...

Berkshire bids farewell to BYD

22 Sep 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:...

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, more cuts coming (4:30). Tesla churning higher (8...

FedEx delivers earnings surprise

19 Sep 2025

Contributed by Lukas

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker ...

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 AI chip roadmap to challenge Nvidia (NVDA), plans ...

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 year – barely. (1:11) Powell calls move ‘risk ma...

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 votes to cede tariff powers to president - report. (0...

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 expectations. (1:34) Meta to unveil Prada smart glasses? (...

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 Stephen Miran confirmed as Fed governor. (01:49) Webtoo...

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 stock. (1:27) Alphabet joins the $3 trillion club. (...

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 German plant on stronger sales. (01:22) North Kor...

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 facing earnings headwinds. (2:50) OpenAI sees lower...

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 pace? (1:35) Broadcom, Nebius surge on customer a...

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 (WBD) jumps on report Paramount Skydance (PSKY) pr...

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 humanoid robot that can cook. (4:24)Show NotesWhat did ...

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 rise in wake of Charlie Kirk shooting. (01:42) Ja...

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 in cool. (2:11) GameStop cash pile more than doub...

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) Klarna (KLAR) prices IPO above range at $40 a share, va...

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 in wake of Murdoch succession resolution. (1:12) Ci...

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) Novartis (NVS) to acquire Tourmaline Bio (TRML) in...

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) Goldman sees global music revenues doubling by 2035 (...

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 missing out. (00:27) Alibaba (BABA) leads $140M fun...

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 benefit from a switch to value. (2:23) OpenAI boost...

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 (3:25) Google and how AI is hitting bottom lines (6...

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 California Edison for sparking two wildfires. (01:47) Ope...

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) Job cuts this year already exceed 2024’s total...

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) American Eagle Outfitters (AEO) soars as Sydney Sweeney ...

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 Tree warns on tariffs. (1:35) Job openings slump. ...

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) agrees to pay $10M to settle children's privacy sui...

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) Global bond market selloff. (2:59)Show NotesThe m...

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 about 600 orders since launch, Bloomberg News reports...

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 give another glimpse on the health of the AI trad...

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 next week (7:40) Jobs report in uncharted waters (9:1...

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) Marvell Technology slumps on disappointing outlook. (0:5...

'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.S. GDP growth revised higher (2:30) Pattern Grou...

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-appointed CDC director. (2:28) Tesla European sal...

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 lawyers try to stop OpenAI (3:50).Show links: 'Co...

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 nominee pick (3:15).Show links: The firing of Lisa Cook...

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 Abercrombie & Fitch partner with the NFL (3:10).Ep...

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 Fed’s favorite inflation gauge hits. (1:54) Eur...

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). Nvidia reports next week (6:00). Pressure on Po...

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) (GOOG) & META sign $10 billion cloud deal spann...