Wall Street Breakfast

Apple, Nvidia get research love

14 Oct 2024

Contributed by Lukas

Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi ...

SpaceX completes historic Starship flight

14 Oct 2024

Contributed by Lukas

SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American uni...

Netflix in spotlight as earnings rev up

13 Oct 2024

Contributed by Lukas

Netflix's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys m...

Tesla Shows Off Cybercab, robovan, and robot

11 Oct 2024

Contributed by Lukas

Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring ...

Inflation stubborn as jobs wobble

10 Oct 2024

Contributed by Lukas

The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20)  Apple and Amazon team up on stre...

Delta Q3 earnings in focus after CrowdStrike outage

10 Oct 2024

Contributed by Lukas

Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private cre...

Nvidia CEO sees reasoning AI if costs slide

09 Oct 2024

Contributed by Lukas

Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing ...

DOJ weighs Google breakup

09 Oct 2024

Contributed by Lukas

U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (...

McDonald's takes on 'conspiracy' of beef

08 Oct 2024

Contributed by Lukas

McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks lis...

Samsung warns of Q3 profit hit

08 Oct 2024

Contributed by Lukas

Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto...

Super Micro Computer up on strong shipment data

07 Oct 2024

Contributed by Lukas

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its ...

Starboard takes $1B stake in Pfizer

07 Oct 2024

Contributed by Lukas

Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Jo...

Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week

06 Oct 2024

Contributed by Lukas

Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report chang...

Spirit Airlines exploring bankruptcy option - report

04 Oct 2024

Contributed by Lukas

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hi...

Nvidia GPU demand is 'insane'

03 Oct 2024

Contributed by Lukas

CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends....

LEVI loses its stitch, weighs Dockers sale

03 Oct 2024

Contributed by Lukas

Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in...

Humana tumbles on Medicare numbers

02 Oct 2024

Contributed by Lukas

Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05...

‘Just Do It’ falls flat as stock swooshes down

02 Oct 2024

Contributed by Lukas

Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positi...

Israel braces for Iran missile attack

01 Oct 2024

Contributed by Lukas

Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:...

T-Mobile settles data breach cases with FCC for $31.5M

01 Oct 2024

Contributed by Lukas

T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategi...

AT&T exits DirecTV, which buys DISH and Sling

30 Sep 2024

Contributed by Lukas

TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the ...

East Coast port strike starts Tuesday

30 Sep 2024

Contributed by Lukas

East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon...

Do jobs or profits rule the week?

29 Sep 2024

Contributed by Lukas

Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)Show NotesEarnings CalendarStock...

Bristol-Myers wins FDA nod for novel antipsychotic

27 Sep 2024

Contributed by Lukas

Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV servic...

Micron renews AI chip enthusiasm

26 Sep 2024

Contributed by Lukas

Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customer...

OpenAI eyes restructure, Murati exits

26 Sep 2024

Contributed by Lukas

OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in mos...

American ISPs targeted by new hacker group

25 Sep 2024

Contributed by Lukas

China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. ...

Stitch Fix sinks after Q4 sales drop, gloomy outlook

25 Sep 2024

Contributed by Lukas

Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to ...

China acts to jumpstart its economy

24 Sep 2024

Contributed by Lukas

Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your ...

DOJ reportedly to sue Visa over debit card monopoly

24 Sep 2024

Contributed by Lukas

U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a...

Global banks back big nuclear funding

23 Sep 2024

Contributed by Lukas

International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch ...

Apollo said to offer up to $5B investment in Intel

23 Sep 2024

Contributed by Lukas

Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardw...

Meta Connect 2024 kicks off

22 Sep 2024

Contributed by Lukas

Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micr...

Nike rallies as new CEO boosts hopes

20 Sep 2024

Contributed by Lukas

Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of...

Jamie Dimon warns on 'evil axis'

19 Sep 2024

Contributed by Lukas

J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15)...

FedEx earnings on deck

19 Sep 2024

Contributed by Lukas

FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (...

Fed slashes interest rates by half point

18 Sep 2024

Contributed by Lukas

Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressi...

Gulf, East coast port strike looms as talks stall

18 Sep 2024

Contributed by Lukas

East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) te...

Intel gets a little groove back

17 Sep 2024

Contributed by Lukas

The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billi...

Tupperware to file bankruptcy - report

17 Sep 2024

Contributed by Lukas

Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leane...

Holiday shopping season kicks off in less than a month

16 Sep 2024

Contributed by Lukas

Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch loo...

Trump safe after apparent assassination attempt, DJT rises

16 Sep 2024

Contributed by Lukas

Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip ...

It's interest rate cut time

15 Sep 2024

Contributed by Lukas

The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree ...

Boeing workers strike after rejecting contract

13 Sep 2024

Contributed by Lukas

Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) Fi...

Stellantis car dealers decry 'degradation'

12 Sep 2024

Contributed by Lukas

The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDona...

Boeing workers to vote: Deal or strike

12 Sep 2024

Contributed by Lukas

Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01...

Markets bracing for smaller rate cut after CPI

11 Sep 2024

Contributed by Lukas

Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pic...

Microsoft CTO teases next AI leap

11 Sep 2024

Contributed by Lukas

Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on communi...

Bank giants face capital hike of 9%

10 Sep 2024

Contributed by Lukas

The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'c...

Taiwan exports notch new record on AI boom

10 Sep 2024

Contributed by Lukas

Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructu...

Apple unveils AI for new iPhones, watches and AirPods

09 Sep 2024

Contributed by Lukas

The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss se...

DirecTV accuses Disney of stifling competition in FCC complaint

09 Sep 2024

Contributed by Lukas

DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capita...

The iPhone enters the AI era

08 Sep 2024

Contributed by Lukas

Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop se...

7-Eleven rejects $39B Circle K offer

06 Sep 2024

Contributed by Lukas

7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mob...

Verizon buys Frontier for $20 billion

05 Sep 2024

Contributed by Lukas

Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV...

Topgolf, Callaway to go solo

05 Sep 2024

Contributed by Lukas

Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive dema...

Layoffs put a bigger Fed cut back in play

04 Sep 2024

Contributed by Lukas

Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom fa...

Nippon Steel assures US Steel to remain American

04 Sep 2024

Contributed by Lukas

US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for st...

Super Micro CEO speaks out

03 Sep 2024

Contributed by Lukas

CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold. ...

Brazil takes aim at Starlink over X dispute

03 Sep 2024

Contributed by Lukas

Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) ...

Labor Day week all about jobs

01 Sep 2024

Contributed by Lukas

A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in ...

Intel Mulls Foundry Split - Report

30 Aug 2024

Contributed by Lukas

Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring s...

Is Apple the new AI torchbearer?

29 Aug 2024

Contributed by Lukas

Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:...

Yelp hits Google with search monopoly lawsuit

29 Aug 2024

Contributed by Lukas

Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting...

Nvidia's strong earnings can't match the hype

28 Aug 2024

Contributed by Lukas

Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)Episode...

XPeng unveils mass-market EV

28 Aug 2024

Contributed by Lukas

XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:4...

Musk backs AI safety bill

27 Aug 2024

Contributed by Lukas

Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing f...

Bronfman Bows Out

27 Aug 2024

Contributed by Lukas

Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:1...

Southwest showdown

26 Aug 2024

Contributed by Lukas

Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (...

Kroger, Albertsons $25B deal in court

26 Aug 2024

Contributed by Lukas

Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing...

Nvidia earnings will dictate the week

25 Aug 2024

Contributed by Lukas

AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18)  Fed's favorite inflation gauge seen coming in cool after rate cuts signa...

Fed's Powell signals the start of rate cuts

23 Aug 2024

Contributed by Lukas

Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis...

All eyes on Powell in Jackson Hole

23 Aug 2024

Contributed by Lukas

Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for auto...

Want a foldable MacBook? Could be a long wait

22 Aug 2024

Contributed by Lukas

Analyst says production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case...

Canada rail shutdown, U.S. trade at risk

22 Aug 2024

Contributed by Lukas

Canada rail (CP) (CNI) shutdown begins, threatening supply chains and U.S. trade. (00:22) Bronfman boosts bid in Paramount (PARA) offer to $6B: WSJ. (...

'Black Myth: Wukong' makes video game history

21 Aug 2024

Contributed by Lukas

First-person game sees 2.2M concurrent players. (0:16) Yearly payrolls ended March revised down by 818,000. (1:28) Target rallies with positive quart...

Walmart exits JD.com

21 Aug 2024

Contributed by Lukas

Walmart (WMT) exits JD.com (JD) to focus on its own China business. (00:22) Waymo (GOOG) expands rapidly to 100,000 robotaxi rides a week. (01:23) Mic...

Mpox not next COVID, WHO official says

20 Aug 2024

Contributed by Lukas

WHO's Europe regional director says authorities are aware how to control spread of mpox. (0:15) Lowe's issues lowered guidance. (1:18) Twitter buyout ...

Boeing grounds test fleet

20 Aug 2024

Contributed by Lukas

Boeing (BA) grounds 777X test fleet after finding cracks in engine mounting structure. (00:24) Tax firm Andersen Global evaluating IPO - WSJ. (01:28) ...

GM cutting salaried tech workers

19 Aug 2024

Contributed by Lukas

Layoffs come after GM promoted two former Apple execs to run software & services. (0:16) Carl Icahn settles with SEC over margin loans. (3:02) Gol...

BYD becomes Pakistan's first major NEV player

19 Aug 2024

Contributed by Lukas

China's BYD (BYDDF) to set up a plant in Karachi, Pakistan - report. (00:24) UAW chief claims Stellantis (STLA) is price gouging to inflate profits. (...

Market hoping for solid Fed signals at Jackson Hole

18 Aug 2024

Contributed by Lukas

Jay Powell will speak Friday with markets looking for September cut. (0:18)  High expectations for Target earnings. (4:51) X shuts down in Brazil. (5...

Stellantis hit with shareholder suit over earnings drop

16 Aug 2024

Contributed by Lukas

Stellantis (STLA) shareholders sue company in U.S. after disappointing earnings - report. (00:23) Toyota (TM) considering an all hybrid line-up - repo...

Retail to the rescue

15 Aug 2024

Contributed by Lukas

Retail sales allay recession worries with 1% July gain. (0:14) Walmart rallies on earnings. (2:03) Final prices for first 10 Medicare Part D drugs out...

Softbank, Intel AI chip talks fizzle

15 Aug 2024

Contributed by Lukas

SoftBank (SFTBY), Intel (INTC) talks to produce AI chip to rival Nvidia (NVDA) reportedly failed. (00:26) Meta (META) shuts down misinformation tool—...

CPI sparks shelter inflation concern

14 Aug 2024

Contributed by Lukas

Retail inflation keeps declining, but rents prove stubborn. (0:16) Nike could be the next activist target.. (3:33) Premier League turns to AI for offs...

Mars reportedly nabs Kellanova for $30B

14 Aug 2024

Contributed by Lukas

Candy maker-Mars strikes deal to buy Kellanova (K) for $30B - report. (00:24) Activist Elliott seeks 10 board seats at Southwest Airlines (LUV). (01:1...

Starbucks poaches Chipotle CEO

13 Aug 2024

Contributed by Lukas

Starbucks shares jumped as it named Brian Niccol as its new CEO. (0:16) Wholesale inflation comes in soft. (1:49) Traders get jitters about Hawaiian H...

CXApp surges on Google Cloud deal

13 Aug 2024

Contributed by Lukas

CXApp (CXAI) soars on multi-million dollar deal with Google Cloud (GOOG). (00:25) KFC (YUM) expanding its $5 Value Meal to take on McDonald's (MCD) in...

Are Magnificent 7 stocks now a hedge?

12 Aug 2024

Contributed by Lukas

After historic volatility shock, high fliers may offer cheap protection. (0:15) Robinhood catches an upgrade. (3:01) B. Riley plunges 50%. (3:52)Show ...

EV fires may spark new rules in South Korea

12 Aug 2024

Contributed by Lukas

EV fires might spark new industry rules in South Korea. (00:27) LL Flooring (LL) commences voluntary Chapter 11 reorganization proceedings. (01:16) 'D...

Spotlight swings back to inflation with CPI

11 Aug 2024

Contributed by Lukas

A soft CPI could mean a half-point Fed cut, but also hit stocks. (0:14) Walmart leads retail earnings. (2:33) Disney announces new films, attractions....

Paramount gains with U.S. workforce cut

09 Aug 2024

Contributed by Lukas

Paramount (PARA) adds to gains with plans to cut 15% of U.S. workforce. (00:23) Taiwan Semiconductor's (TSM) July sales surge nearly 45% amid AI chip ...

Intel sued: Shareholders claim cover-up

08 Aug 2024

Contributed by Lukas

Intel (INTC) shareholders sue: chipmaker was hiding problems. (00:24) Boeing (BA) boosts output of key Patriot missile components. (01:34) Costco (COS...

Household debt increases in Q2

07 Aug 2024

Contributed by Lukas

Household debt rises modestly in Q2: New York Fed Household Debt Report. (00:22) Cannabis MSOs rise as Harris picks pro-marijuana Gov. Tim Walz as run...

Google loses antitrust case over search

06 Aug 2024

Contributed by Lukas

Google (GOOG) (GOOGL) loses antitrust suit over search payments; stock declines further. (00:22) Southwest Airlines (LUV) gains as activist Elliott fi...

Mars nearing deal to acquire Kellanova

05 Aug 2024

Contributed by Lukas

Mars in advanced talks to purchase Kellanova (K) - WSJ. (00:21) Coca-Cola (KO) to pay $6 billion in IRS back taxes case, appeal ruling. (01:12) Chevro...

Sentiment leads the market; the Fed follows

04 Aug 2024

Contributed by Lukas

The Market Pinball Wizard, Avi Gilburt, shares how the market forces the Fed's hands (0:05). FX prediction: sizable decline coming in 2nd half of 2024...

Intel dives on weak results, guidance

02 Aug 2024

Contributed by Lukas

Intel (INTC) crashes as Q2 results, guidance miss expectations; lays off 15% of staff. (00:26) FTC to investigate why grocery prices remain high despi...

Global easing gains steam as Bank of England cuts

01 Aug 2024

Contributed by Lukas

The Bank of England cut rates to 5% in a tight 5-4 vote. (0:15) Hershey takes a hit on sales. (4:17) Eli Lilly weight-loss drug cuts hearth-failure ri...