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Wall Street Breakfast

#148
Language: en Business News
Last Checked: 2025-10-10 08:54:43
Showing episodes 1 to 100 of 1394 total
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Meet Ferrari's Elettrica

09 Oct 2025

Contributed by Lukas

Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:...

Netflix levels up

09 Oct 2025

Contributed by Lukas

Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic dru...

Nvidia invests big in xAI

08 Oct 2025

Contributed by Lukas

CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:5...

Lawmakers urge broader China chip curbs

08 Oct 2025

Contributed by Lukas

U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic cont...

Gold futures top $4,000

07 Oct 2025

Contributed by Lukas

Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits...

Deals don’t wait ‘til November

07 Oct 2025

Contributed by Lukas

Holiday shopping starts early with retailers’ competing deal events. (00:23) Novo Nordisk (NVO) cu...

AMD rockets on OpenAI deal

06 Oct 2025

Contributed by Lukas

OpenAI will deploy six gigawatts of AMD GPUs. (0:15) Fifth Third and Comerica merge. (1:09) Granny S...

Tesla spins up speculation

06 Oct 2025

Contributed by Lukas

Tesla (TSLA) hints at possible new model ahead of October 7 reveal. (00:25) Firefly Aerospace (FLY) ...

OpenAI DevDay kicks off week as shutdown persists

05 Oct 2025

Contributed by Lukas

Government shutdown now seen lasting three weeks. (0:17) Sam Altman will give the DevDay keynote for...

Shutdown freezes release, not data

03 Oct 2025

Contributed by Lukas

How to assess the September jobs report in the absence of BLS data. (00:25) Apple (AAPL) drops ICEBl...

AOL back in the merger game

02 Oct 2025

Contributed by Lukas

Italy’s Bending Spoons is close to buying the company that once bought Time Warner.  (0:15) Major...

Half a trillion and counting

02 Oct 2025

Contributed by Lukas

OpenAI dethrones SpaceX as world's most valuable startup. (00:21) White House halts ~$26B in funding...

ADP steals spotlight and reports jobs losses

01 Oct 2025

Contributed by Lukas

With BLS down to one person, ADP payrolls jolt market with 32K drop.  (0:15) White House withdraws ...

Senate vote triggers government shutdown, data delays

01 Oct 2025

Contributed by Lukas

U.S. government shutdown officially begins. (00:22) Taiwan says no to making 50% of its chips in U.S...

Spotify CEO hands over the reins

30 Sep 2025

Contributed by Lukas

Spotify’s Ek moves to chairman role after two decades as CEO. (0:15) Kalshi’s record weekend uns...

Weed stocks light up

30 Sep 2025

Contributed by Lukas

Cannabis stocks rally after Trump posts video touting CBD use for senior healthcare. (00:25) YouTube...

Hollywood gets the tariff treatment

29 Sep 2025

Contributed by Lukas

Trump says he’ll impose 100% tariffs on movies made outside U.S. (0:15) EA officially goes private...

Gold extends record run

29 Sep 2025

Contributed by Lukas

Gold climbs to record on weaker dollar, government shutdown fears. (00:25) SEC's Atkins is fast-trac...

Will Fed's Powell make it to jobs day?

28 Sep 2025

Contributed by Lukas

September payrolls expected to rise by just 39,000. (0:17) But will a government shutdown throw data...

Wall Street Roundup: Micron, Alibaba, Nvidia, AI theme maturing

26 Sep 2025

Contributed by Lukas

Nvidia's new deal, AI theme maturing and separate from broader market (0:15). Micron earnings, Aliba...

Tariffs hit pharma

26 Sep 2025

Contributed by Lukas

Trump slaps 100% tariffs on drugs, 25% on heavy trucks and more. (00:28) Federal agencies told to pr...

What weak economy?

25 Sep 2025

Contributed by Lukas

Three strong economic reports give the Fed doves pause. (0:15) CarMax gets clobbered. (1:55) High-fl...

Intel and Apple: A Deal in the Making?

25 Sep 2025

Contributed by Lukas

Intel (INTC) looks to Apple (AAPL) as Tan seeks to bring shine back to chipmaker: report. (00:24) Fo...

NFL wants new TV deal ASAP

24 Sep 2025

Contributed by Lukas

NFL Commissioner says the league is leaving money on the table. (0:15) New home sales with surprise ...

Alibaba to boost AI investment

24 Sep 2025

Contributed by Lukas

Alibaba (BABA) shares surge in Hong Kong as CEO announces AI spending boost beyond $50B plan. (00:26...

Next stage of AI revolution arrives

23 Sep 2025

Contributed by Lukas

Wedbush says the Nvidia-OpenAI ushers in a new phase in AI development. (0:15) Alibaba unveils its n...

Kenvue in focus

23 Sep 2025

Contributed by Lukas

Kenvue stock rebounds after Trump administration warning on Tylenol. (00:22) Boeing (BA) grabs large...

Berkshire bids farewell to BYD

22 Sep 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilo...

Wall Street Roundup: We need to talk about Intel

19 Sep 2025

Contributed by Lukas

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot,...

FedEx delivers earnings surprise

19 Sep 2025

Contributed by Lukas

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. ...

Jimmy Kimmel pulled from airwaves

18 Sep 2025

Contributed by Lukas

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new ...

Fed cuts rates for first time this year

17 Sep 2025

Contributed by Lukas

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this ye...

Markets watch Fed as US, UK seal $42B tech deal

17 Sep 2025

Contributed by Lukas

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House vot...

Coffee prices are percolating

16 Sep 2025

Contributed by Lukas

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectat...

DOT grounds Delta-Aeromexico venture

16 Sep 2025

Contributed by Lukas

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Steph...

Trump calls for earnings just twice a year

15 Sep 2025

Contributed by Lukas

The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla st...

BofA says investors should think BIG

15 Sep 2025

Contributed by Lukas

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at...

Fed meeting: dissent is the word

14 Sep 2025

Contributed by Lukas

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx f...

Wall Street Roundup: red flag, green flag

12 Sep 2025

Contributed by Lukas

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping p...

Microsoft, OpenAI chart new path

12 Sep 2025

Contributed by Lukas

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery ...

CPI clears way for Fed rate cut

11 Sep 2025

Contributed by Lukas

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The human...

Futures edge higher ahead of CPI report

11 Sep 2025

Contributed by Lukas

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks...

Klarna pops on NYSE debut

10 Sep 2025

Contributed by Lukas

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes...

Oracle surges as future contracts pile up

10 Sep 2025

Contributed by Lukas

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarn...

Jobs see record downward benchmark revision

09 Sep 2025

Contributed by Lukas

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall i...

Nebius rockets on $17B Microsoft deal

09 Sep 2025

Contributed by Lukas

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) ...

Tesla U.S. market share at 8-year low

08 Sep 2025

Contributed by Lukas

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Gol...

S&P 500 shuffle sparks market moves

08 Sep 2025

Contributed by Lukas

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after m...

Stagflation alarms could sound this week

07 Sep 2025

Contributed by Lukas

The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could b...

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

05 Sep 2025

Contributed by Lukas

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (...

Futures tick up ahead of jobs data

05 Sep 2025

Contributed by Lukas

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern Califor...

Nvidia stealing a march on quantum computing

04 Sep 2025

Contributed by Lukas

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15...

Football returns, ad dollars pour in

04 Sep 2025

Contributed by Lukas

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) Americ...

Stark warning on holiday spending

03 Sep 2025

Contributed by Lukas

Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar ...

Chrome stays put

03 Sep 2025

Contributed by Lukas

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) a...

Activists target Pepsi

02 Sep 2025

Contributed by Lukas

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30)...

Wall Street futures slip to start September

02 Sep 2025

Contributed by Lukas

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with abo...

Crucial jobs report highlights short week

31 Aug 2025

Contributed by Lukas

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings...

Wall Street Roundup: valuation concerns and uncharted waters

29 Aug 2025

Contributed by Lukas

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming nex...

Caterpillar expects bigger tariff hit

29 Aug 2025

Contributed by Lukas

Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvel...

'Economy slowing, but still clearly growing'

28 Aug 2025

Contributed by Lukas

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U...

Nvidia's big China question

28 Aug 2025

Contributed by Lukas

Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly...

Futures flat as traders await Nvidia earnings

27 Aug 2025

Contributed by Lukas

Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's ...

Trump fires Cook, threatens more tariffs

26 Aug 2025

Contributed by Lukas

Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nomine...

After Dow's record close, stock futures lower

25 Aug 2025

Contributed by Lukas

Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Aber...

It's Nvidia earnings time

24 Aug 2025

Contributed by Lukas

The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the...

Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments

22 Aug 2025

Contributed by Lukas

Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55...

Markets wait on Powell's next words

22 Aug 2025

Contributed by Lukas

Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (...

Microsoft clamps down on China

21 Aug 2025

Contributed by Lukas

Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger v...

FDA reels in radioactive shrimp at Walmart

20 Aug 2025

Contributed by Lukas

Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI ...

Return of the SPAC King

19 Aug 2025

Contributed by Lukas

Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says...

SoftBank pours $2B into Intel

19 Aug 2025

Contributed by Lukas

Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) S...

Dan Ives shakes up his AI 30

18 Aug 2025

Contributed by Lukas

Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on...

Penny stock selloffs spark scam fears - report

18 Aug 2025

Contributed by Lukas

Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) ...

What will Powell say at Jackson Hole?

17 Aug 2025

Contributed by Lukas

Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case a...

UnitedHealth jumps as funds boost stakes

15 Aug 2025

Contributed by Lukas

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple ...

Wholesale inflation soars

14 Aug 2025

Contributed by Lukas

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tari...

Bullish soars 84% on debut

14 Aug 2025

Contributed by Lukas

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model am...

CAVA slides on sales miss

13 Aug 2025

Contributed by Lukas

CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporte...

CPI arrives in line as core inflation trends up

12 Aug 2025

Contributed by Lukas

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid re...

Trump picks EJ Antoni for BLS top job

12 Aug 2025

Contributed by Lukas

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action agains...

Audiences return to theaters

11 Aug 2025

Contributed by Lukas

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hop...

U.S. companies absorb tariff hit

11 Aug 2025

Contributed by Lukas

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AM...

Inflation expected to tick up

10 Aug 2025

Contributed by Lukas

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those...

Trump nominates adviser Miran to Fed

08 Aug 2025

Contributed by Lukas

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the...

Eli Lilly shares hammered

07 Aug 2025

Contributed by Lukas

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation st...

Tariff win sends TSMC higher

07 Aug 2025

Contributed by Lukas

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (S...

Golden Arches comeback

06 Aug 2025

Contributed by Lukas

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:...

Novo Nordisk trims outlook on rising rivalry

06 Aug 2025

Contributed by Lukas

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN ...

Trump eyes pharma tariffs at 250%

05 Aug 2025

Contributed by Lukas

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows...

AI powers Palantir’s 48% revenue jump

05 Aug 2025

Contributed by Lukas

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after...

Tesla awards Elon 96 million shares

04 Aug 2025

Contributed by Lukas

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke &...

Boeing defense workers walk off the job

04 Aug 2025

Contributed by Lukas

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more co...

Wall Street's big data headache

03 Aug 2025

Contributed by Lukas

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir ...

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

01 Aug 2025

Contributed by Lukas

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings ...

Trump signs new tariff order

01 Aug 2025

Contributed by Lukas

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive sh...

Microsoft joins the $4 trillion club

31 Jul 2025

Contributed by Lukas

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms ride...

All eyes on Amazon and Apple

31 Jul 2025

Contributed by Lukas

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings...

Fed holds, markets cut odds of future cuts

30 Jul 2025

Contributed by Lukas

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September f...

Starbucks perks up after turnaround update

30 Jul 2025

Contributed by Lukas

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, sign...

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