Wall Street Breakfast

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.

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) Show NotesEarnings 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.

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35).Episode transcripts: seekingalpha.com/wsbShow links: Nasdaq ends with 2% rally, yields slump as core CPI inflation coolsSupreme Court upholds TikTok's U.S. ban ahead of Sunday deadlineBank stocks drive up after initial crop of Q4 earnings prove strongSign 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.

FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: JBHT, RIVN, and moreFTC sues largest U.S. property manager over misleading rental costsBest and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and moreTikTok ban: Biden said to leave fate of app to TrumpSign 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.

Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.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.

Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35)  U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, LUV, and moreHigh drama in the cocoa market with key demand reports due outTikTok plans for a complete shutdown in U.S. on Sunday if ban holds - reportCanada eyes $105B in retaliatory tariffs if Trump sets levies: 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.

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)Show NotesThe Momentum Factor ETF is coming off a great 2024 but still oversold 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.

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: Quantum computing stocks, and moreMastercard reaches $26M settlement in a lawsuit alleging equal pay rules violationBanks to kick off Q4 earnings on Wednesday — here's what to expectTrump to create External Revenue Service for foreign revenue collectionSign 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.

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)Show NotesStocks look halfway done with pullback as bull market resets Robinhood named best idea for 2025Episode 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.

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: KBH, CHGG, and moreNot just X! Elon Musk said to be the running for TikTok U.S.MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoinD-Wave inks share sale agreement worth up to $150M, quantum stocks dipSign 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.

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)Show NotesStrong chance the Fed hikes this year (if you can't get a reservation)Moderna slides after slashing sales outlook for 2025Find out more about Seeking Alpha's Virtual Analyst Reports here.

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: ITCI, and SAGEApple plans iPhone revamp, push into smart home, catching up with AI: reportAmid a global selloff, the right move might be to buy more bondsTikTok ban: Supreme Court skeptical of free speech argumentsSign 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.