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Wall Street Breakfast

#148
Language: en Business News
Last Checked: 2025-10-10 17:13:29
Showing episodes 201 to 300 of 1395 total

UnitedHealth slides on report of nursing home kickbacks

21 May 2025

Contributed by Lukas

The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:5...

Trumps ‘Golden Dome’

21 May 2025

Contributed by Lukas

Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NS...

Victoria's Secret adopts poison pill

20 May 2025

Contributed by Lukas

The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end ...

CATL soars in Hong Kong debut

20 May 2025

Contributed by Lukas

Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downpl...

Nvidia unveils its next-gen AI tech

19 May 2025

Contributed by Lukas

CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded...

Alibaba dips on reported Apple AI scrutiny

19 May 2025

Contributed by Lukas

Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Mo...

Moody's cuts U.S. debt rating

18 May 2025

Contributed by Lukas

The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare...

Wall Street Roundup: UnitedHealth, retail, tech, and tariffs

16 May 2025

Contributed by Lukas

UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:...

GlobalWafers commits $7.5B to U.S. growth

16 May 2025

Contributed by Lukas

GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galact...

Walmart warns of higher prices even with lower tariffs

15 May 2025

Contributed by Lukas

WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton...

Medicare probe hits UnitedHealth shares

15 May 2025

Contributed by Lukas

UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's...

Big tech strikes oil

14 May 2025

Contributed by Lukas

Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback....

Foxconn profit jumps, but tariffs cast a shadow

14 May 2025

Contributed by Lukas

Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond r...

Inflation shows little tariff impact

13 May 2025

Contributed by Lukas

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC ann...

FedEx lands Amazon deal as UPS scales back

13 May 2025

Contributed by Lukas

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin G...

Markets react as U.S., China call tariff timeout

12 May 2025

Contributed by Lukas

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scal...

The stock market remains undefeated

11 May 2025

Contributed by Lukas

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflatio...

Boots, Beats & Billion-Dollar Brands

10 May 2025

Contributed by Lukas

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, fro...

Optimistic with an asterisk

09 May 2025

Contributed by Lukas

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from...

IAG fuels fleet with Boeing, Airbus buys

09 May 2025

Contributed by Lukas

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monst...

Why Q1 GDP was actually really good

08 May 2025

Contributed by Lukas

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually...

Energy firms oppose U.S. ship mandate

08 May 2025

Contributed by Lukas

U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China...

Fed in a big hurry to do nothing

07 May 2025

Contributed by Lukas

Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait ...

WW International declares Chapter 11

07 May 2025

Contributed by Lukas

WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news...

Pony AI and Uber team up

06 May 2025

Contributed by Lukas

The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36)...

Wicked, Hot Wheels drive sales as Mattel preps price hikes

06 May 2025

Contributed by Lukas

Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23...

Tariffs hit Hollywood

05 May 2025

Contributed by Lukas

Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former...

Bracing for Fed's upcoming decision

05 May 2025

Contributed by Lukas

Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Food...

Warren Buffett stepping down

04 May 2025

Contributed by Lukas

The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected t...

Earnings dilute tariff concerns

02 May 2025

Contributed by Lukas

Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earni...

Amazon tops expectations, issues cautious outlook

02 May 2025

Contributed by Lukas

Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27...

McDonald's posts biggest U.S. sales drop since pandemic

01 May 2025

Contributed by Lukas

Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit...

Meta, Microsoft soar on AI, cloud strength

01 May 2025

Contributed by Lukas

Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses repo...

U.S. GDP contracts for first time since 2022

30 Apr 2025

Contributed by Lukas

Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favo...

Sony rallies on semi spin-off buzz

30 Apr 2025

Contributed by Lukas

Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (...

White House blasts idea of listing tariff costs

29 Apr 2025

Contributed by Lukas

Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies...

Trump set to ease auto tariff impact

29 Apr 2025

Contributed by Lukas

Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&...

New bitcoin fund aims for institutions

28 Apr 2025

Contributed by Lukas

The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0...

Huawei preps AI chip to challenge Nvidia: report

28 Apr 2025

Contributed by Lukas

Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGA...

Apple, Microsoft, Meta and Amazon, oh my

27 Apr 2025

Contributed by Lukas

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and A...

Earnings dominating but don't sleep on economic data

25 Apr 2025

Contributed by Lukas

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guida...

High costs ground summer travel plans

25 Apr 2025

Contributed by Lukas

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from I...

Tesla the story of the week

24 Apr 2025

Contributed by Lukas

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thurs...

IBM fails to shake DOGE worries

24 Apr 2025

Contributed by Lukas

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after t...

Bessent comments on China tariffs

23 Apr 2025

Contributed by Lukas

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's ...

Bulls cheer Trump-Powell detente, Elon-Tesla reunion

23 Apr 2025

Contributed by Lukas

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusi...

Tariff risk flagged as earnings season heats up

22 Apr 2025

Contributed by Lukas

GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar impo...

DoJ targets Google’s AI edge in search

22 Apr 2025

Contributed by Lukas

DoJ says Google must be prevented from using AI to boost online search supremacy.  (00:21) China's ...

Greenback takes it on the chin

21 Apr 2025

Contributed by Lukas

The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15...

Airbus delays hydrogen jet by a decade

21 Apr 2025

Contributed by Lukas

Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00...

Tesla and Google earnings ahead

20 Apr 2025

Contributed by Lukas

Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12)  Show ...

Eli Lilly sees weight loss pill success

17 Apr 2025

Contributed by Lukas

Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘t...

Analysts weigh Meta’s future without Instagram, WhatsApp

17 Apr 2025

Contributed by Lukas

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart drivin...

Retail sales ramp up ahead of tariffs

16 Apr 2025

Contributed by Lukas

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver ...

Nvidia to take $5.5B hit on H20 chip

16 Apr 2025

Contributed by Lukas

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) B...

Banks cashing in on a volatile market

15 Apr 2025

Contributed by Lukas

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20...

Is Boeing being grounded by China?

15 Apr 2025

Contributed by Lukas

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advis...

Apple's iPhone tops smartphone charts

14 Apr 2025

Contributed by Lukas

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-lo...

Goldman sees oil sliding into 2026

14 Apr 2025

Contributed by Lukas

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS...

What gets a tariff break?

13 Apr 2025

Contributed by Lukas

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a la...

China hits back with 125% tariffs

Fri, 11 Apr

Contributed by Lukas • Default Dataset

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankrup...

China hits back with 125% tariffs

11 Apr 2025

Contributed by Lukas

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankrup...

Amazon navigates trade war world

10 Apr 2025

Contributed by Lukas

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink,  ignoring a...

TSMC revenue surges on pre-tariff rush

Thu, 10 Apr 2025 11:04:14 +0000

Contributed by Lukas • Default Dataset

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls ...

TSMC revenue surges on pre-tariff rush

10 Apr 2025

Contributed by Lukas

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls ...

Stocks to the moon as Trump backs off trade war (except for China)

Wed, 09 Apr

Contributed by Lukas • Default Dataset

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks...

Stocks to the moon as Trump backs off trade war (except for China)

09 Apr 2025

Contributed by Lukas

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks...

Easter spending to hop to $23.6B despite uncertainty

Wed, 09 Apr

Contributed by Lukas • Default Dataset

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's ...

Easter spending to hop to $23.6B despite uncertainty

09 Apr 2025

Contributed by Lukas

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's ...

Musk reportedly asked Trump to reverse tariffs

Tue, 08 Apr 2025 17:42:28 +0000

Contributed by Lukas • Default Dataset

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as...

Musk reportedly asked Trump to reverse tariffs

08 Apr 2025

Contributed by Lukas

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as...

Medicare bump lifts insurers

Tue, 08 Apr 2025 10:42:19 +0000

Contributed by Lukas • Default Dataset

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA)...

Medicare bump lifts insurers

08 Apr 2025

Contributed by Lukas

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA)...

Bears and bulls battle it out in wild trading

Mon, 07 Apr

Contributed by Lukas • Default Dataset

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says...

Bears and bulls battle it out in wild trading

07 Apr 2025

Contributed by Lukas

Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says...

Bitcoin dips below $75K on tariff turmoil

Mon, 07 Apr

Contributed by Lukas • Default Dataset

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) ...

Bitcoin dips below $75K on tariff turmoil

07 Apr 2025

Contributed by Lukas

Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) ...

Earnings season kicks off with market in grips of tariff trauma

Sun, 06 Apr

Contributed by Lukas • Default Dataset

Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to dr...

Earnings season kicks off with market in grips of tariff trauma

06 Apr 2025

Contributed by Lukas

Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to dr...

Trump playing chicken with the world?

Fri, 04 Apr

Contributed by Lukas • Default Dataset

Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock pric...

Trump playing chicken with the world?

04 Apr 2025

Contributed by Lukas

Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock pric...

Market gloom persists

04 Apr 2025

Contributed by Lukas

Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out...

Tariff Day After

Thu, 03 Apr 2025 21:51:02 +0000

Contributed by Lukas • Default Dataset

Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles expert...

Tariff Day After

03 Apr 2025

Contributed by Lukas

Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles expert...

Bessent warns retaliation on tariffs will lead to escalation

Thu, 03 Apr 2025 10:58:09 +0000

Contributed by Lukas • Default Dataset

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic ...

Bessent warns retaliation on tariffs will lead to escalation

03 Apr 2025

Contributed by Lukas

Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22)  RH warns of economic ...

Tesla reports worst deliveries since '22

Wed, 02 Apr

Contributed by Lukas • Default Dataset

Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15...

Tesla reports worst deliveries since '22

02 Apr 2025

Contributed by Lukas

Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15...

Big retailers ask China for help ahead of tariff announcement

Wed, 02 Apr

Contributed by Lukas • Default Dataset

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG...

Big retailers ask China for help ahead of tariff announcement

02 Apr 2025

Contributed by Lukas

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG...

OpenAI leads the list of biggest unicorns

Tue, 01 Apr 2025 17:05:48 +0000

Contributed by Lukas • Default Dataset

OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in cont...

OpenAI leads the list of biggest unicorns

01 Apr 2025

Contributed by Lukas

OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in cont...

Intel CEO Calls for ‘Brutal’ Feedback

01 Apr 2025

Contributed by Lukas

Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shar...

Goldman Sachs gets more bearish on stocks

Mon, 31 Mar

Contributed by Lukas • Default Dataset

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first tradin...

Goldman Sachs gets more bearish on stocks

31 Mar 2025

Contributed by Lukas

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first tradin...

Chinese tech stops slip

Mon, 31 Mar

Contributed by Lukas • Default Dataset

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s Spa...

Chinese tech stops slip

31 Mar 2025

Contributed by Lukas

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s Spa...

Tariff D-Day arrives as stagflation fears rise

Sun, 30 Mar

Contributed by Lukas • Default Dataset

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) M...

Tariff D-Day arrives as stagflation fears rise

30 Mar 2025

Contributed by Lukas

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) M...

Tariffs, tech sluggishness, gold, bitcoin, and inflation

Fri, 28 Mar

Contributed by Lukas • Default Dataset

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggis...