Wall Street Breakfast

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SNDK, TSLA, and moreMicrosoft reportedly inks $750 million cloud deal with AI firm PerplexityTrump files $10B lawsuit against IRS, Treasury Department over tax-return leakSamsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reportsSign 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.

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    Show NotesAltria outlines dividend strategyEpisode 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.

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MSFT, META, TSLA, and moreTrump, Schumer discuss potential deal on DHS funding to avert shutdown - reportBumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reportsNvidia CEO says Chinese government yet to clear H200 importsSign 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.

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  Show NotesAmazon cuts 16,000 jobsEpisode 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.

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: TXN, QRVO, and moreAmazon reportedly sends premature layoff email to workers fearing big cutsSoftBank in talks to invest $30 billion more in OpenAI - reportChina said to greenlight first batch of Nvidia H200 chip importsSign 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.

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  Show NotesSilver taken over by meme traders?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.

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Health insurers' stocks, and moreSilver should be trading at half its price later this year – JPM’s Marko KolanovicMicrosoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn siteMicron outlines $24B plan for new memory chip plant in SingaporeSign 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.

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! Episode transcripts: seekingalpha.com/wsbShow links: The world's largest restaurant chain made its U.S. debutAppLovin in focus as Needham upgrades on back of bullish dataUSA Rare Earth jumps after confirming U.S. government takes equity stakeMorgan Stanley’s 10 predictions for investing in 2026Sign 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.

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Investing Experts Live: Top Ideas for 2026Biggest stock movers Monday: USAR, RVMD, and moreWinter storm forces most flight cancellations since pandemicDeep freeze knocks Texas energy and industrial operations offlineSamsung Nears Nvidia Certification for HBM4 AI Memory - 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.

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  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.  

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Investing Experts Live: Top Ideas for 2026Biggest stock movers Friday: INTC, ISRG, and moreAmazon's another round of layoffs starts next week - reportDowntown Las Vegas casino owner gets creative in trying to convince Canadians to returnNetflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FTSign 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.

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  Show NotesBofA’s best ideas listRegister for Investing Experts Live: Top Ideas 2026Episode 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.

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: DDOG, BABA, and moreApple starts Lunar New Year discounts in China, up to 1,000 yuanTrump administration to offer states deals to host nuclear waste - ReutersGoldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demandSign 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.

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  Show NotesAnalysts defend Netflix amid underwhelming guidanceRegister for Investing Experts Live: Top Ideas 2026Episode 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.

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NFLX, UAL, and moreKey takeaways from Netflix earnings: Stock dips despite beatOpenAI unveils Stargate community plan to keep energy costs in checkAlibaba joins hands with China’s top nuclear firm to power AI expansion - 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.

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  Show NotesGreenland means ‘buy tech’ - WedbushRegister for Investing Experts Live: Top Ideas 2026Episode 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 stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)Episode transcripts seekingalpha.com/wsb.Show links: Fed's Powell to attend Supreme Court hearing on Lisa Cook case - reportTrump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'OpenAI CFO says ARR hits above $20B 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.

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)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.

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: MU, CEG and moreInvesting Experts Live-Top Ideas for 2026France warns U.S. against Greenland seizure as Europe sends troops to islandU.S. megabanks reduce headcount by most in nearly a decade - reportTech earnings should be AI validation sign: WedbushFriday's Economic CalendarSign 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 stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Bank CEOs push back against Trump’s call for credit card interest rate cap Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”Trump holds off on critical minerals tariffsElon Musk's xAI blocks Grok from undressing images after global backlashSign 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.