Wall Street Breakfast

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.

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  Show NotesBiggest hedge funds shortsEpisode 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.

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, WRD, TVTX, and moreU.S. formally clears Nvidia H200 AI chip exports to China with some conditionsChina's customs agents told not to allow Nvidia's H200 chips to enter country: reportUberEats and DoorDash allegedly curtailed tipping for delivery drivers - updateSign 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.

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)Show NotesDenny’s goes privateEpisode 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.

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays BullishNvidia says no upfront payment needed for H200 chipsSK Hynix to invest $13B in South Korean AI chip packaging plantSign 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.

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (2:13)Show NotesOdds of Powell staying longer soarEpisode 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.

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts across its social media platforms in compliance with the under-16s ban. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Credit card firms, SNCY, WMT and moreTrump says he knows nothing about Fed investigation, denies rates motiveGold, silver spike as Fed receives DOJ subpoenasMove over TACO Trade, here come the Big MAC and TUNA TradesTrump signals disapproval of Netflix-Warner Bros. dealSign 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.

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (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.

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the market in 2026 (14:00).Episode transcripts: seekingalpha.com/wsbShow links: Sandisk surges after report indicating company could double price of 3D NAND for enterprise SSDsTrump shared some December jobs data hours before official releaseInnovative Industrial Properties: Leverage (For A REIT) Is EverythingSign 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.

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue to expand its investment in China. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Take the news quizBiggest stock movers Friday: TLRY, AXTI, and moreTrump's tilt towards crypto remains strategic for midterm elections, says Cathie Wood GM takes an additional $7.1B charge tied to reduced EV capacity, Chinese businessTSMC December revenue rises 20.4% year over year, slips from NovemberSign 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.

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46)Show NotesTop stock picks for January’s ‘dash to trash’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.