Wall Street Breakfast

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).Episode transcripts: seekingalpha.com/wsbShow links: Shorting Palantir: Valuation MattersHow to fund a U.S. sovereign wealth fund?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.

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 by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, PINS, and moreTesla increases Model X prices by $5,000 in the U.S.Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears targetCloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentumSign 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.

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyworks Solutions sinks on Apple plansEpisode 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.

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 sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, F, and moreIntel partners with Japanese lab to build quantum computer: reportEnphase to move battery manufacturing outside of China, CEO saysQualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growthFind out more about Seeking Alpha's Virtual Analyst Reports here.

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_banShow NotesFed’s hawkish lean and AI tech jolt shifting bull narrativeEpisode 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.

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GOOG, AMD, and moreTrump's Gaza proposal would see U.S. takeover of the StripShopping on Shein, Temu could get costlier as U.S. ends trade loopholeTrump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensionsSign 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.

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: Investors overwhelmingly disapprove of tariffsMost bullish and bearish ETFsEpisode 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) 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 LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SYNA, and moreDelta Air Lines partners with DraftKings on in-flight gaming entertainmentPayPal Q4 earnings expected to dip, revenue seen ascendingTrump wants Ukraine's rare earth minerals in return for U.S. supportSign 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.

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 swing after deal. (1:43)Show NotesWhat do you think of Trump's tariff policies?Episode 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.

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.