Wall Street Breakfast

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.

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL) is worth more than Apple (AAPL) for the first time since 2019. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: Defense stocks, and moreNvidia seeks full upfront payment for H200 AI chips in China - reportSamsung projects threefold increase in profit on AI boomElon Musk's lawsuit against OpenAI will head to trial, U.S. judge saysSign 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.

Ryan Cohen only gets paid if GameStop reaches meme-era market cap. (0:15) Warner’s board hits Paramount with the Heisman. (1:28) Job openings at lowest level since ’24. (2:13) Show NotesNew GIFsentiment indicator gauges market moodEpisode 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.

Micron (MU), Sandisk (SNDK), memory stocks continue to soar amid AI demand. (00:24) Chinese officials review Meta's (META) $2B acquisition of AI startup Manus - FT. (01:36) Chat app Discord confidentially files for an IPO - report. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Top 10 Stocks for 2026Biggest stock movers Wednesday: VTYX, MBLY, and moreGE HealthCare rejects unsolicited mini-tender offer by Potemkin priced at steep discountTrump says Venezuela to hand over up to 50 million barrels of oil to U.S.China's central bank extends gold-buying streak to 14 months as prices hit recordsSign 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.

D-Wave Quantum says it’s solved a massive wiring problem. (0:15) AI and robots at CES. (0:57) Nio’s 1,000,000th vehicle rolls out of the factory. (2:16)Show NotesOdds of U.S. annexing Panama Canal shoot upThe biggest stock surprise of 2026?  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.

Hilton (HLT) faces DHS ire after ICE agents were denied rooms at Minneapolis hotel. (00:26) Hawaiian Electric (HE) reaches $47.75M shareholder settlement over wildfires. (02:02) Clarivate (CLVT) unveils 2026 Drugs to Watch highlighting 11 promising therapies. (02:48) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZETA, MCHP, and moreAMD unveils Zen 5–powered Ryzen AI Embedded processors at CESNvidia reveals Alpamayo, world's first 'thinking' model for autonomous drivingU.S. plans meeting with oil execs this week on Venezuela but companies likely to be warySign 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.

Fox has the option snap up 18.6% of Flutter’s FanDuel. (0:15) Wegovy once-daily pill now on sale. (1:32) Amazon launches Alexa.com. (2:34)Show NotesSteve Cress’ Top Stocks for 2026 – sign up todayHoward Marks on an AI bubbleManchester United sack another manager      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.

Crude oil pares losses as traders assess U.S. move that ousted Nicolás Maduro. (00:22) TSMC (TSM) stock surges most since April as Goldman lifts target by 35%. (02:06) Samsung (SSNLF) plans to double Gemini-powered mobile devices in 2026 - report. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto stocks, MANU, and morePrecious metals gain as Venezuela developments fuel safe-haven demandJ.P. Morgan's top income stock picks for 2026What does 2025's best asset have in common with a top-grossing movie?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.

Nvidia and AMD expected to generate buzz at CES this week. (0:17) Versant Media to start trading. (1:59) Oil in focus with U.S. to ‘run’ Venezuela. (2:34)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.