Wall Street Breakfast

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)...

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) ...