Wall Street Breakfast

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)Show Notes:Trump picks Kevin Warsh as new Fed ChairTesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-downThe Mag 7 are no longer trading as a unified groupEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions