Wall Street Breakfast

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.

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.