Wall Street Breakfast

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 USAID 'beyond repair' as he moves to shut down aid agencyStock index futures tumble as global tariff battles beginEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit Moomoo.com for more details.

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)Show NotesPalantir Earnings PreviewEarnings CalendarDividend RoundupEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).Show Notes:Meta Q4 2024 Earnings Call Labor costs accelerate slightly in Q4 vs. Q3Fed's preferred inflation gauge rises, personal spending surges in DecemberTesla Q4 2024 Earnings CallEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show NotesNasdaq futures gain after Apple, Intel earnings; eyes on inflation reportEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)Show NotesFed policy 'isn't a reason to be bullish' anymoreEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, MSFT, and moreReaction Roundup: SA analysts, experts weigh in on Fed maintaining ratesTikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - reportMETA agrees to $25 million settlement with Trump for 2021 lawsuit - reportSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)Show NotesStocks finish down, off lowsCitron touts Alibaba's new Qwen AI modelsMicrosoft probing if DeepSeek improperly used OpenAI dataMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ASML, LC, and moreWhat did we learn from the DeepSeek scare?Higher U.S. wholesale power prices forecast for 2025, EIA saysTrump administration moves to shrink federal workforce with buyout offerSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVDA, GGG, and moreBetting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchupTop consumer services stocks as Morgan Stanley names them top pickMore than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall StreetSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)Show NotesWhat is DeepSeek?The Nvidia selloff in contextSuddenly the Dow looks good againEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NVDA, crypto stocks, and moreNasdaq futures plunge 4% as DeepSeek 'panic' slams AI namesTrump's tariff threat pays off as Colombia agrees to accept deporteesCoinbase CEO says token evaluation gets difficultPerplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reportsFind out more about Seeking Alpha's Virtual Analyst Reports here.

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)Show NotesSix of seven bubble conditions have been metEarnings calendarDividend roundupEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).Episode transcripts: seekingalpha.com/wsbShow links: Netflix Q4 2024 Earnings Call TranscriptThe Return Of The AI TradeAI Project Stargate A GoPfizer: One Of The Next Big AI WinnersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Crypto stocks, TXN, and moreTrump third term? Lawmaker proposes constitutional amendmentCACI International's quarterly bookings weigh on federal IT providersCathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)Show NotesAAII sentiment survey shows massive swing to bulls from bearsAmerican Airlines' outlook overshadows upbeat Q4 resultsEA sinks on FC 25, Dragon Age underperformanceEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: EA, ASTS, and morePuma races to cut costs after FY profit miss sends stock lowerCRISPR Therapeutics stock pops following disclosure of RFK Jr. investmentInsurance stocks on watch as Hughes Fire quickly spreads north of LAFind out more about Seeking Alpha's Virtual Analyst Reports here.

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)Show Notes12 Small-cap momentum stocks to watchProcter & Gamble organic salesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NFLX, UAL, and moreTop 10 ETFs by Netflix exposure as streaming giant reports quarterly earningsUlta Beauty thriving in an attractive category - analystGreenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stageSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)Show NotesBofA’s best financial, consumer stock ideas for 2025Argus says Gap's turnaround is taking shapeFind out more about Seeking Alpha's Virtual Analyst Reports here.

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: VATETeck Resources forecasts higher copper production in 2025One of the most iconic resorts on the Las Vegas Strip is getting renovatedMarvell, Nvidia lead AI semiconductor picks in 2025: BarclaysSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.