Wall Street Breakfast

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 viewers with new streaming service. (01:50) Meta pa...

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 challenger Manus hits $90M revenue run rate. (01:3...

Return of the SPAC King

19 Aug 2025

Contributed by Lukas

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking ...

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) Sinclair (SBGI) reportedly offers to merge broadcas...

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 takeover speculation. (1:17) Soho House goes priv...

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) agrees to $36 million fine over anti-competitive d...

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 and bear case. (3:01) Another Meta AI revamp? (5:06...

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 (AAPL). (00:22) Intel (INTC) spikes on speculation...

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 tariff pinch. (3:27) Concern over Meta AI bot behavior...

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 amid Huawei chip setback: FT. (01:29) Amazon (AMZN) ...

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 exporters struggling with U.S. tariffs. (01:59) Sam Altma...

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 revenue. (2:21) Have a good talk with Barbie AI? (3:...

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 against Apple (AAPL) over alleged antitrust violations. ...

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 hope of Trump rescheduling. (2:21) How the Post Offic...

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), AMD to pay 15% of China AI chip sales to the U.S. - ...

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 reporting earnings. (1:57) Nvidia reportedly gett...

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 FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union P...

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 stock. (0:15) Labor productivity rebounds in Q2. (3:...

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 (SSLNF) shares rise as Apple taps Texas factory for ...

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. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show Not...

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 to acquire NFL media assets. (01:35) OpenAI report...

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 to smallest in nearly two years. (1:14) The story...

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 meteoric market debut.' (01:57) The California Po...

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 & Duke. Orange juice futures tumble. (2:42) Cha...

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 coffee to China amid U.S. trade tensions. (01:51) 'F...

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 and McDonald’s among those reporting earnings th...

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 declines (3:35). Strange and somewhat surprising F...

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 shares higher. (01:49) Palantir (PLTR) lands enterpr...

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 rides SuperIntelligence and GenAI higher. (1:06) Fed’...

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 Preview. (00:24) Bessent: Trump baby accounts 'a ...

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 fall below 50%. (1:33) Stocks sell off and yields r...

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, signals $0.5B labor investment for FY26. (00:20) Tsuna...

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 warns on obesity drug sales. (1:31) Union Pacific and...

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. (00:25) Cadence (CDNS) to pay $140 million to U.S. for...

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; Evercore downgrades Cisco (1:10). Stocks give up near...

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 Samsung chip deal. (1:01) Baidu unveils next-generatio...

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) Apple, Microsoft, Meta and Amazon report earnings....

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). Return of the meme stocks (6:30). Big 4 reporting...

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% workforce reduction as CEO Tan plans revival. (01:53)  ...

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. (1:48) Trump considered breaking up Nvidia but f...

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 energy initiatives. (00:26) Chipotle (CMG) signals...

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 estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is pa...

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 drive another price hike at Hershey (HSY). (01:59) ...

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? (1:25) Kohl’s surges on suspected short squeeze. (3...

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) Indonesia plans $8 billion refinery contract with U.S....

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. (1:14) Sarepta struggles as it defies FDA. (2:00...

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) considers 24-hour trading to meet retail demand:...

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 focus as central bank independence worries grow. (3:...

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 (2:00). JNJ beats expectations, absorbing tariff hit...

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. (00:23) Peacock's (CMCSA) latest price hike make...

Interest rate debate

17 Jul 2025

Contributed by Lukas

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:1...

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 loss as Senate approves DOGE-backed budget cuts. (0...

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 get whiplash on report Trump close to firing Powe...

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 China. (00:21) XPeng (XPEV) revises hiring plan f...

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 trims NII guidance. (2:52) Google inks major hydropowe...

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 Desk (TTD) jumps after inclusion in S&P 500 inde...

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) Autodesk jumps on report of no PTC deal. (1:36) Powell c...

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’ $35B Ansys takeover. (01:21) 'Superman' leaps to ...

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 sees biggest Prime Day ever in extended event. (2...

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 higher despite concerns (5:40). Financial earnings comi...

Bitcoin blasts past $117K

11 Jul 2025

Contributed by Lukas

Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScel...

Meta spending like the Yankees

10 Jul 2025

Contributed by Lukas

Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show N...

It’s a wrap

10 Jul 2025

Contributed by Lukas

McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Cana...

Copper retreats, crude oil gains

09 Jul 2025

Contributed by Lukas

Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas...

Inflation expectations look anchored

08 Jul 2025

Contributed by Lukas

New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board sh...

Samsung warns of 56% profit slide

08 Jul 2025

Contributed by Lukas

Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates fro...

Xpeng's AI EV

07 Jul 2025

Contributed by Lukas

The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage...

Bargain week begins

07 Jul 2025

Contributed by Lukas

Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (...

Tariff deadline week

06 Jul 2025

Contributed by Lukas

Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear. (1:54) El...

Jobs market cheats death again

03 Jul 2025

Contributed by Lukas

Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps ...

OpenAI Rejects Robinhood Equity Tokens

03 Jul 2025

Contributed by Lukas

Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export con...

Netflix and Spotify teaming up

02 Jul 2025

Contributed by Lukas

The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poi...

Banks pass, investors cash in

02 Jul 2025

Contributed by Lukas

Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harr...

Trump and Musk at it again

01 Jul 2025

Contributed by Lukas

President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. ...

Texas embraces precious metal money

01 Jul 2025

Contributed by Lukas

Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -...

Nintendo vs Amazon

30 Jun 2025

Contributed by Lukas

The companies are reportedly battling over sales of the Switch 2 on Amazon U.S.  (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ rac...

UK cars, planes get U.S. break

30 Jun 2025

Contributed by Lukas

UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in Chin...

Weaker gain seen in June jobs

29 Jun 2025

Contributed by Lukas

Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear. (1:06) Senate GOP clears bill hurdle. ...

Wall Street Weekend: Markets have been looking for an excuse to rally

28 Jun 2025

Contributed by Lukas

Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) ...

Wall Street Roundup: market highs, oil whipsaw, stablecoin momentum

27 Jun 2025

Contributed by Lukas

Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings (...

Nike sprints past low bar, shares jump

27 Jun 2025

Contributed by Lukas

Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough...

Nike getting snoafer buzz

26 Jun 2025

Contributed by Lukas

The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid.  (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the...

Hedge fund co-founder claims $7M coup scam

26 Jun 2025

Contributed by Lukas

Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trum...

Here comes the droid ETF

25 Jun 2025

Contributed by Lukas

Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)Show N...

States win first round in EV charger lawsuit

25 Jun 2025

Contributed by Lukas

Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in Ma...

Fed's Powell sticks to his guns

24 Jun 2025

Contributed by Lukas

The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Tru...

Israel–Iran ceasefire in question

24 Jun 2025

Contributed by Lukas

The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) ...

Futures tick up after U.S. strikes in Iran

23 Jun 2025

Contributed by Lukas

Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India...

Home Depot reportedly makes move on GMS

20 Jun 2025

Contributed by Lukas

Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) Sof...

Powell signals higher prices as Fed holds

19 Jun 2025

Contributed by Lukas

Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks e...

Home building activity takes hit in May

18 Jun 2025

Contributed by Lukas

Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s mon...

Meta offering $100M bonus to poach OpenAI talent?

18 Jun 2025

Contributed by Lukas

Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza...

Clear Kool Aid and Jell-O? Kraft ditches dyes

17 Jun 2025

Contributed by Lukas

Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)...

Solar sinks as Senate eyes tax credit sunset

17 Jun 2025

Contributed by Lukas

Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to de...

Oil down, stocks up on report Iran wants talks

16 Jun 2025

Contributed by Lukas

Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)  Show No...

Google may cut ties with Scale AI

16 Jun 2025

Contributed by Lukas

Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls fo...

Mideast events will shape Fed week

15 Jun 2025

Contributed by Lukas

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4...

Wall Street Weekend: Israel, Iran, and oil

14 Jun 2025

Contributed by Lukas

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzShow links: Wi...

Wall Street Roundup: AI, IPOs, and standout earnings

13 Jun 2025

Contributed by Lukas

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings...

Markets shake as Israel strikes Iran

13 Jun 2025

Contributed by Lukas

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP)...