Wall Street Breakfast

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...

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

21 Nov 2025

Contributed by Lukas

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakn...

Brewing U.S. relief with Brazil beans

21 Nov 2025

Contributed by Lukas

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corpor...

Nvidia battles the bears

20 Nov 2025

Contributed by Lukas

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart ben...

Delayed jobs numbers drop today

20 Nov 2025

Contributed by Lukas

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) fil...

Xiaomi EVs power into profit

19 Nov 2025

Contributed by Lukas

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targ...

Cloudflare outage hamstrings internet

18 Nov 2025

Contributed by Lukas

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an A...

Bitcoin slides below $90K

18 Nov 2025

Contributed by Lukas

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. ...

Jeff Bezos creating AI startup

17 Nov 2025

Contributed by Lukas

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to t...

Who leads Apple next?

17 Nov 2025

Contributed by Lukas

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Be...

Nvidia: 'nuff said

16 Nov 2025

Contributed by Lukas

Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)Show Notes...

Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

14 Nov 2025

Contributed by Lukas

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvi...

Merck talks send Cidara soaring

14 Nov 2025

Contributed by Lukas

Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to ...

Big Short's Michael Burry shuts hedge fund

13 Nov 2025

Contributed by Lukas

Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buyb...

Alibaba’s Qwen is coming for ChatGPT

13 Nov 2025

Contributed by Lukas

Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech even...

IBM unveils Quantum Nighthawk processor

12 Nov 2025

Contributed by Lukas

Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2...

GM targets China-free supply chain

12 Nov 2025

Contributed by Lukas

General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen be...

Meta's chief AI scientist exits

11 Nov 2025

Contributed by Lukas

Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling ...

Dream home, lifetime loan

11 Nov 2025

Contributed by Lukas

50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be ...

AI becomes a major e-commerce player

10 Nov 2025

Contributed by Lukas

AI shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering ...

Markets smell a deal in D.C.

10 Nov 2025

Contributed by Lukas

Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September...

Where is the smart money now?

09 Nov 2025

Contributed by Lukas

Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘mone...

Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade

07 Nov 2025

Contributed by Lukas

Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation c...

Joby makes rush hour fly by

07 Nov 2025

Contributed by Lukas

Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI c...

Nvidia CEO not so sure China wins AI race

06 Nov 2025

Contributed by Lukas

Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How...

Government shutdown hits new altitude

06 Nov 2025

Contributed by Lukas

FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech...

OpenAI hits business customer milestone

05 Nov 2025

Contributed by Lukas

The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes o...

Record shutdown meets election day

05 Nov 2025

Contributed by Lukas

Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear mar...

Michael Burry bets against AI

04 Nov 2025

Contributed by Lukas

The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) Fi...

Palantir’s big gains, bigger drop

04 Nov 2025

Contributed by Lukas

Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) S...

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...