Wall Street Breakfast

The media shakeout has begun

12 Jun 2025

Contributed by Lukas

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (...

Boeing tumbles on reports of Air India crash

12 Jun 2025

Contributed by Lukas

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild A...

Retail inflation shows little tariff impact

11 Jun 2025

Contributed by Lukas

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)  S...

Game On!

11 Jun 2025

Contributed by Lukas

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvemen...

Mark Zuckerberg assembling ‘superintelligence group’

10 Jun 2025

Contributed by Lukas

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk u...

UnitedHealth shops Latin American unit at deep discount

10 Jun 2025

Contributed by Lukas

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share sup...

Warner Bros Discovery announces split

09 Jun 2025

Contributed by Lukas

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from mem...

Qualcomm to acquire Alphawave for $2.4B

09 Jun 2025

Contributed by Lukas

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet ...

Inflation back on the Fed radar and expected to rise

08 Jun 2025

Contributed by Lukas

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign fo...

Wall Street Roundup: A tale of two Teslas

06 Jun 2025

Contributed by Lukas

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earni...

GLP-1s, Gen Z dent Jack Daniel’s sales

06 Jun 2025

Contributed by Lukas

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possibl...

Is Tesla losing a Trump premium?

05 Jun 2025

Contributed by Lukas

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats...

Auto trouble brewing over rare earth curbs

05 Jun 2025

Contributed by Lukas

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue busin...

Wedbush AI ETF debuts

04 Jun 2025

Contributed by Lukas

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO ...

Texas puts snacks on notice

04 Jun 2025

Contributed by Lukas

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12)...

Barbie gets her own film studio

03 Jun 2025

Contributed by Lukas

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion...

Tech, Media Giants Slash More Jobs

03 Jun 2025

Contributed by Lukas

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels...

Meta aims to fully automate ads with AI

02 Jun 2025

Contributed by Lukas

Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic....

Steel surges on tariff hike

02 Jun 2025

Contributed by Lukas

Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to del...

First look at the tariff job market

01 Jun 2025

Contributed by Lukas

May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:5...

Wall Street Roundup: The fog of tariffs

30 May 2025

Contributed by Lukas

Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7...

Big tech, big rulings, big rebounds

30 May 2025

Contributed by Lukas

Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gour...

How Trump can bring back tariffs

29 May 2025

Contributed by Lukas

Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less ...

Judges Check Trump’s Trade Authority

29 May 2025

Contributed by Lukas

Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidi...

Shein reportedly aims for Hong Kong debut

28 May 2025

Contributed by Lukas

Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (C...

Tesla sales tumble in Europe

27 May 2025

Contributed by Lukas

Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) ...

Nvidia earnings look make or break for market

25 May 2025

Contributed by Lukas

Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchas...

Wall Street Roundup: retail earnings, Reddit volatility, AI momentum

23 May 2025

Contributed by Lukas

Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data...

Banking titans in early talks for shared stablecoin

23 May 2025

Contributed by Lukas

Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (...

Bitcoin celebrates Pizza Day with new high

22 May 2025

Contributed by Lukas

Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stock...

Talk of taking Fannie, Freddie public resurfaces

22 May 2025

Contributed by Lukas

Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 201...

UnitedHealth slides on report of nursing home kickbacks

21 May 2025

Contributed by Lukas

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Bu...

Trumps ‘Golden Dome’

21 May 2025

Contributed by Lukas

Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report...

Victoria's Secret adopts poison pill

20 May 2025

Contributed by Lukas

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S....

CATL soars in Hong Kong debut

20 May 2025

Contributed by Lukas

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictio...

Nvidia unveils its next-gen AI tech

19 May 2025

Contributed by Lukas

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheape...

Alibaba dips on reported Apple AI scrutiny

19 May 2025

Contributed by Lukas

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California'...

Moody's cuts U.S. debt rating

18 May 2025

Contributed by Lukas

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home De...

Wall Street Roundup: UnitedHealth, retail, tech, and tariffs

16 May 2025

Contributed by Lukas

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set t...

GlobalWafers commits $7.5B to U.S. growth

16 May 2025

Contributed by Lukas

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial f...

Walmart warns of higher prices even with lower tariffs

15 May 2025

Contributed by Lukas

WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, M...

Medicare probe hits UnitedHealth shares

15 May 2025

Contributed by Lukas

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WS...

Big tech strikes oil

14 May 2025

Contributed by Lukas

Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code....

Foxconn profit jumps, but tariffs cast a shadow

14 May 2025

Contributed by Lukas

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34)...

Inflation shows little tariff impact

13 May 2025

Contributed by Lukas

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  Show Not...

FedEx lands Amazon deal as UPS scales back

13 May 2025

Contributed by Lukas

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone...

Markets react as U.S., China call tariff timeout

12 May 2025

Contributed by Lukas

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump...

The stock market remains undefeated

11 May 2025

Contributed by Lukas

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). ...

Boots, Beats & Billion-Dollar Brands

10 May 2025

Contributed by Lukas

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along wi...

Optimistic with an asterisk

09 May 2025

Contributed by Lukas

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00)...

IAG fuels fleet with Boeing, Airbus buys

09 May 2025

Contributed by Lukas

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for ...

Why Q1 GDP was actually really good

08 May 2025

Contributed by Lukas

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Inv...

Energy firms oppose U.S. ship mandate

08 May 2025

Contributed by Lukas

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and fr...

Fed in a big hurry to do nothing

07 May 2025

Contributed by Lukas

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House r...

WW International declares Chapter 11

07 May 2025

Contributed by Lukas

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) ...

Pony AI and Uber team up

06 May 2025

Contributed by Lukas

The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)Show No...

Wicked, Hot Wheels drive sales as Mattel preps price hikes

06 May 2025

Contributed by Lukas

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood wi...

Tariffs hit Hollywood

05 May 2025

Contributed by Lukas

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buy...

Bracing for Fed's upcoming decision

05 May 2025

Contributed by Lukas

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3...

Warren Buffett stepping down

04 May 2025

Contributed by Lukas

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the ...

Earnings dilute tariff concerns

02 May 2025

Contributed by Lukas

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:...

Amazon tops expectations, issues cautious outlook

02 May 2025

Contributed by Lukas

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion exp...

McDonald's posts biggest U.S. sales drop since pandemic

01 May 2025

Contributed by Lukas

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN...

Meta, Microsoft soar on AI, cloud strength

01 May 2025

Contributed by Lukas

Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by Op...

U.S. GDP contracts for first time since 2022

30 Apr 2025

Contributed by Lukas

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Be...

Sony rallies on semi spin-off buzz

30 Apr 2025

Contributed by Lukas

Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for pers...

White House blasts idea of listing tariff costs

29 Apr 2025

Contributed by Lukas

Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March,...

Trump set to ease auto tariff impact

29 Apr 2025

Contributed by Lukas

Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings...

New bitcoin fund aims for institutions

28 Apr 2025

Contributed by Lukas

The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00)  ...

Huawei preps AI chip to challenge Nvidia: report

28 Apr 2025

Contributed by Lukas

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01...

Apple, Microsoft, Meta and Amazon, oh my

27 Apr 2025

Contributed by Lukas

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not...

Earnings dominating but don't sleep on economic data

25 Apr 2025

Contributed by Lukas

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7...

High costs ground summer travel plans

25 Apr 2025

Contributed by Lukas

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of...

Tesla the story of the week

24 Apr 2025

Contributed by Lukas

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).Show No...

IBM fails to shake DOGE worries

24 Apr 2025

Contributed by Lukas

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts ro...

Bessent comments on China tariffs

23 Apr 2025

Contributed by Lukas

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).Show Notes:Bessent says full China ...

Bulls cheer Trump-Powell detente, Elon-Tesla reunion

23 Apr 2025

Contributed by Lukas

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looki...

Tariff risk flagged as earnings season heats up

22 Apr 2025

Contributed by Lukas

GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Ph...

DoJ targets Google’s AI edge in search

22 Apr 2025

Contributed by Lukas

DoJ says Google must be prevented from using AI to boost online search supremacy.  (00:21) China's Nio delays Europe launch of Firefly EV citing chal...

Greenback takes it on the chin

21 Apr 2025

Contributed by Lukas

The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. r...

Airbus delays hydrogen jet by a decade

21 Apr 2025

Contributed by Lukas

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) je...

Tesla and Google earnings ahead

20 Apr 2025

Contributed by Lukas

Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)  Show Notes Earnings CalendarEpisode transcripts: seeki...

Eli Lilly sees weight loss pill success

17 Apr 2025

Contributed by Lukas

Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric ...

Analysts weigh Meta’s future without Instagram, WhatsApp

17 Apr 2025

Contributed by Lukas

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is ...

Retail sales ramp up ahead of tariffs

16 Apr 2025

Contributed by Lukas

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show NotesThe bad idea ...

Nvidia to take $5.5B hit on H20 chip

16 Apr 2025

Contributed by Lukas

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new low...

Banks cashing in on a volatile market

15 Apr 2025

Contributed by Lukas

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about o...

Is Boeing being grounded by China?

15 Apr 2025

Contributed by Lukas

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breac...

Apple's iPhone tops smartphone charts

14 Apr 2025

Contributed by Lukas

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. ...

Goldman sees oil sliding into 2026

14 Apr 2025

Contributed by Lukas

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tarif...

What gets a tariff break?

13 Apr 2025

Contributed by Lukas

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30)  Show Not...

China hits back with 125% tariffs

11 Apr 2025

Contributed by Lukas

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory ...

Amazon navigates trade war world

10 Apr 2025

Contributed by Lukas

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink,  ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sa...

TSMC revenue surges on pre-tariff rush

10 Apr 2025

Contributed by Lukas

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the l...

Stocks to the moon as Trump backs off trade war (except for China)

09 Apr 2025

Contributed by Lukas

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points....

Easter spending to hop to $23.6B despite uncertainty

09 Apr 2025

Contributed by Lukas

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. ...

Musk reportedly asked Trump to reverse tariffs

08 Apr 2025

Contributed by Lukas

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions ...

Medicare bump lifts insurers

08 Apr 2025

Contributed by Lukas

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report....

Bears and bulls battle it out in wild trading

07 Apr 2025

Contributed by Lukas

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republ...

Bitcoin dips below $75K on tariff turmoil

07 Apr 2025

Contributed by Lukas

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Ap...