Wall Street Breakfast

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 deliveries tumble. (2:50)Show NotesHedge fund VIP stocksLucasfilm head set to retireEpisode 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.

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. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and moreGold racks up another record high on tariff concerns, spiking ETF holdingsOPEC+ seen raising oil production in bid to appease Trump, BofA analyst believesDenny's add eggs surcharge at some locations due to national shortageSign 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.

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 capex spend goal is in doubt. (4:10) Show NotesFind top growth stocks in the small-cap spaceRobotaxi pure play WeRide lands key Beijing approvalEpisode 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.

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.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: HE, EQX, and moreBybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heistElon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report'Captain America: Brave New World' crashes in second weekendSign 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.

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 investors on cash pile. (3:07)Show NotesGoldman Sachs' Rising Stars ListEarnings 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.

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; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).Episode transcripts: seekingalpha.com/wsbShow links: Forget The Price Of A Stock. What Is It Worth?FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizesWalmart Q4 2025 Earnings Call TranscriptSign 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.

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: MELI, CELH, XYZ, and moreNew No. 1: Amazon takes the quarterly revenue crown from WalmartWalgreens Boots drops amid report Sycamore bidding for Family Dollar chainLilly's next obesity drug serves up dramatic weight loss -- and side effects: 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.

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 NotesWedbush's Ives defends PalantirAlibaba jumps after resultsEpisode 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.

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 (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: PLTR, CVNA, and moreBeyond Meat in talks with lenders to help shore up its liquidity - BloombergFederal Reserve officials consider trade, immigration impacts: FOMC minutesCarbon capture would boost U.S. energy independence, Occidental CEO saysSign 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.

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 stalls in cold JanuaryEpisode 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.

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 case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BMBL, GB, and moreRFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radarElon Musk, DOGE score victory against state AGs seeking to block accessTrump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2Moomoo 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.

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 TSM-Broadcom deal. (3:17)Show NotesNine in 10 fund managers say U.S. stocks overvalued, most since 2001Episode 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.

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 bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: INTC, DAL, and moreShort sellers reduce bets against information technology stocks in JanuaryTesla's FSD approval in China could be used for bargaining amid trade tensions - reportSouth Korea plans to secure 10,000 GPUs for AI computing center - 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.

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 NotesCiti’s ‘Thematic 30’ StocksOPEC+ delaying April production hike?Dividend RoundupEarnings CalendarEpisode 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.

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode 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.

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)Episode transcripts seekingalpha.com/wsb.Show links: U.S. electricity demand growth through 2027 will be like adding another CaliforniaRay Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 movesDefense stocks slide after Trump’s comments on spending cutsSign 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.

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).Show Notes:Gold edges lower for second straight session, backing off all-time highTrump announces reciprocal tariffsPowell Leaves Fed's Rate Options OpenEpisode 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.

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, RDDT, and moreElon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energyNathan’s Famous, century-old hot dog brand, said to be considering saleSign 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.

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 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoricEpisode 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.

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and moreSchwab offers 24-hour trading to all retail clients - reportAdios Gulf of Mexico as Google, Apple maps rename to Gulf of AmericaDoorDash targets 2025 growth with focus on grocery, ads, and international expansionSign 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.