Wall Street Breakfast

Earnings season kicks off with market in grips of tariff trauma

06 Apr 2025

Contributed by Lukas

Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls f...

Trump playing chicken with the world?

04 Apr 2025

Contributed by Lukas

Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail brig...

Market gloom persists

04 Apr 2025

Contributed by Lukas

Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15).Show Notes:Nasdaq, S&P, Do...

Tariff Day After

03 Apr 2025

Contributed by Lukas

Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump. (2:40)  ...

Bessent warns retaliation on tariffs will lead to escalation

03 Apr 2025

Contributed by Lukas

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic challenges, sets FY25 sales guidance below street ...

Tesla reports worst deliveries since '22

02 Apr 2025

Contributed by Lukas

Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect....

Big retailers ask China for help ahead of tariff announcement

02 Apr 2025

Contributed by Lukas

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan...

OpenAI leads the list of biggest unicorns

01 Apr 2025

Contributed by Lukas

OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish o...

Intel CEO Calls for ‘Brutal’ Feedback

01 Apr 2025

Contributed by Lukas

Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBa...

Goldman Sachs gets more bearish on stocks

31 Mar 2025

Contributed by Lukas

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle afte...

Chinese tech stops slip

31 Mar 2025

Contributed by Lukas

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite in...

Tariff D-Day arrives as stagflation fears rise

30 Mar 2025

Contributed by Lukas

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)Show Notes ...

Tariffs, tech sluggishness, gold, bitcoin, and inflation

28 Mar 2025

Contributed by Lukas

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decl...

Coffee prices poised to perk up

28 Mar 2025

Contributed by Lukas

Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint ...

Gold's relentless march up

27 Mar 2025

Contributed by Lukas

Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to ne...

More Trump Tariffs

27 Mar 2025

Contributed by Lukas

Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high,...

U.S. expands blacklist, tightens tech grip on China

26 Mar 2025

Contributed by Lukas

US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions...

Maserati sets autonomous driving speed record

25 Mar 2025

Contributed by Lukas

Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robin...

Shell pledges bigger buybacks, tighter spending

25 Mar 2025

Contributed by Lukas

Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks...

Households face $3 trillion in lost stock wealth this quarter

24 Mar 2025

Contributed by Lukas

BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an up...

23andMe bankrupt, CEO out

24 Mar 2025

Contributed by Lukas

23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stoc...

Tests for transitory inflation and AI IPOs

23 Mar 2025

Contributed by Lukas

The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)Show ...

Summer cuts coming? Sticky inflation will keep gold in spotlight

21 Mar 2025

Contributed by Lukas

No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3...

Gold extends record run

21 Mar 2025

Contributed by Lukas

Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double...

Nvidia-backed CoreWeave aims to raise $2.7B in IPO

20 Mar 2025

Contributed by Lukas

The CoreWeave $26B valuation is scaled back from initial expectations. (0:15)  Existing home sales surprise. (2:47) Accenture warns about DOGE contra...

March Madness heats up, bets roll in

20 Mar 2025

Contributed by Lukas

NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks share...

Fed deja vu: Powell calls tariff inflation transitory

19 Mar 2025

Contributed by Lukas

The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as ...

GM deepens Nvidia partnership for next-gen vehicles

19 Mar 2025

Contributed by Lukas

General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of ...

Tariffs and other inflationary pressures

18 Mar 2025

Contributed by Lukas

Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is a...

Wholesale egg prices drop, retail lags

18 Mar 2025

Contributed by Lukas

Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:4...

Markets don't like uncertainty

17 Mar 2025

Contributed by Lukas

Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sen...

Buffett raises stakes in Japanese trading houses

17 Mar 2025

Contributed by Lukas

Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time....

Nvidia GTC may be only hope for animal spirits

16 Mar 2025

Contributed by Lukas

Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff quest...

Amid market turmoil; compelling earnings coming

14 Mar 2025

Contributed by Lukas

Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consume...

BC unplugs Tesla from charger rebates

14 Mar 2025

Contributed by Lukas

British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. ...

The faster you go down, the sooner you hit bottom

13 Mar 2025

Contributed by Lukas

Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).Episode transcri...

Intel names familiar face to lead

13 Mar 2025

Contributed by Lukas

Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. ...

Inflation party wraps up early

12 Mar 2025

Contributed by Lukas

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (...

Google revisits AR with fresh set of eyes

12 Mar 2025

Contributed by Lukas

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 an...

Nuclear reactors are Google's next stop

11 Mar 2025

Contributed by Lukas

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot....

Oracle dips despite backlog growth

11 Mar 2025

Contributed by Lukas

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after del...

Markets on full recession alert

10 Mar 2025

Contributed by Lukas

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge...

ServiceNow eyes biggest deal

10 Mar 2025

Contributed by Lukas

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy jo...

Last CPI before tariffs impact

09 Mar 2025

Contributed by Lukas

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show ...

Recession risk and pockets of strength

07 Mar 2025

Contributed by Lukas

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15...

Lunar lander woes send Intuitive Machines sliding

07 Mar 2025

Contributed by Lukas

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (...

Alibaba touts DeepSeek rival

06 Mar 2025

Contributed by Lukas

Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Dani...

Seven & i names new CEO, plans U.S. IPO, buyback

06 Mar 2025

Contributed by Lukas

Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic sys...

Get a PhD AI agent for $20K a month

05 Mar 2025

Contributed by Lukas

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Ban...

CrowdStrike beats Q4, stock slips

05 Mar 2025

Contributed by Lukas

Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in t...

Stock gains since Election Day erased

04 Mar 2025

Contributed by Lukas

The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show...

Tariff hit sends auto stocks sliding

04 Mar 2025

Contributed by Lukas

"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing ...

Stagflation scare

03 Mar 2025

Contributed by Lukas

ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (...

U.S. crypto reserve takes shape

03 Mar 2025

Contributed by Lukas

Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a...

Jobs report will be watched for DOGE impact

02 Mar 2025

Contributed by Lukas

Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545...

Nvidia's solid earnings, jobs expectations and fighting inflation

28 Feb 2025

Contributed by Lukas

Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, ...

Rocketlab drops, SoundHound climbs in premarket trading

28 Feb 2025

Contributed by Lukas

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:...

Bearish sentiment on stocks soars

27 Feb 2025

Contributed by Lukas

Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)Sh...

Ben & Jerry’s founders eye a second scoop

27 Feb 2025

Contributed by Lukas

Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from t...

Nvidia tops estimates with 'mind-blowing' 80% revenue rise

26 Feb 2025

Contributed by Lukas

Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.Moomoo is an adv...

McDonald's says you won't shell out more for eggs

26 Feb 2025

Contributed by Lukas

McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)Show Note...

Super Micro surges as delisting fears fade

26 Feb 2025

Contributed by Lukas

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales d...

Consumer confidence sees biggest drop since 2021

25 Feb 2025

Contributed by Lukas

Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe...

Bitcoin slips below $90K as crypto stumbles

25 Feb 2025

Contributed by Lukas

Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:...

Apple's $500 billion 'politician' move

24 Feb 2025

Contributed by Lukas

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its cape...

Alibaba bets $52B on AI, cloud

24 Feb 2025

Contributed by Lukas

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.co...

Nvidia earnings will test AI rally

23 Feb 2025

Contributed by Lukas

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures invest...

Past week dominated by corporate earnings stories

21 Feb 2025

Contributed by Lukas

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results...

Celsius surges on Alani Nu deal

21 Feb 2025

Contributed by Lukas

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fall...

Walmart gets cautious on the future

20 Feb 2025

Contributed by Lukas

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)Show N...

Palantir drops on defense cut memo

20 Feb 2025

Contributed by Lukas

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero...

EV maker Nikola files for bankruptcy

19 Feb 2025

Contributed by Lukas

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)Show NotesHomebuilding stall...

Nike’s first-ever collab lifts shares

19 Feb 2025

Contributed by Lukas

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax ...

GameStop plot thickens

18 Feb 2025

Contributed by Lukas

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of T...

Baidu slips as CEO missing from Xi meeting, Q4 beat

18 Feb 2025

Contributed by Lukas

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile...

Apple to unveil new product, Walmart reports results

17 Feb 2025

Contributed by Lukas

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)Show No...

Earnings reactions and the next wave of AI speculation

14 Feb 2025

Contributed by Lukas

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Pa...

Biggest movers Airbnb, Roku surge as Twilio slides

14 Feb 2025

Contributed by Lukas

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZ...

Market getting used to higher rates for longer

13 Feb 2025

Contributed by Lukas

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15...

Reddit slips as costs soar

13 Feb 2025

Contributed by Lukas

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dar...

Inflation going the wrong way

12 Feb 2025

Contributed by Lukas

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reason...

Super Micro gains on preliminary Q2 report

12 Feb 2025

Contributed by Lukas

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health ...

Apple and Alibaba team up on AI

11 Feb 2025

Contributed by Lukas

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aim...

Trump signs new order; GameStop eyeing Bitcoin?

11 Feb 2025

Contributed by Lukas

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still re...

Gold tops $2,900 for another record

10 Feb 2025

Contributed by Lukas

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Mic...

Nippon Steel rethinks US Steel deal

10 Feb 2025

Contributed by Lukas

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due t...

CPI set to show inflation 'stubbornly strong'

09 Feb 2025

Contributed by Lukas

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:1...

AI earnings, tariff threats, and bellwether stocks

07 Feb 2025

Contributed by Lukas

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Go...

e.l.f. Beauty’s glow fades on weak guidance

07 Feb 2025

Contributed by Lukas

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged...

House reps target DeepSeek government ban

06 Feb 2025

Contributed by Lukas

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earning...

MicroStrategy rebrands, doubles down on Bitcoin

06 Feb 2025

Contributed by Lukas

MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over...

Post Office quickly rethinks China package ban

05 Feb 2025

Contributed by Lukas

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:pos...

Alphabet slips as AI growth drives higher capex

05 Feb 2025

Contributed by Lukas

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jo...

Soaring egg prices lead to emergency Waffle House measures

04 Feb 2025

Contributed by Lukas

Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: In...

Palantir soars on earnings, outlook

04 Feb 2025

Contributed by Lukas

Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and...

U.S. and Mexico quickly reach tariff delay deal

03 Feb 2025

Contributed by Lukas

U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets ...

Tariff battles begin

03 Feb 2025

Contributed by Lukas

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).Show Notes:Musk calls US...

No Groundhog Bump this year

02 Feb 2025

Contributed by Lukas

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.'...

DeepSeek! More Earnings! Trump!

31 Jan 2025

Contributed by Lukas

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post...

Oil tariff exclusion

31 Jan 2025

Contributed by Lukas

Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show NotesNasdaq fu...