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Wall Street Breakfast

#148
Language: en Business News
Last Checked: 2025-10-11 00:07:34
Showing episodes 401 to 500 of 1395 total

Apple's $500 billion 'politician' move

24 Feb 2025

Contributed by Lukas

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappo...

Alibaba bets $52B on AI, cloud

Mon, 24 Feb

Contributed by Lukas • Default Dataset

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:...

Alibaba bets $52B on AI, cloud

24 Feb 2025

Contributed by Lukas

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:...

Nvidia earnings will test AI rally

Sun, 23 Feb

Contributed by Lukas • Default Dataset

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more ben...

Nvidia earnings will test AI rally

23 Feb 2025

Contributed by Lukas

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more ben...

Past week dominated by corporate earnings stories

Fri, 21 Feb

Contributed by Lukas • Default Dataset

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel...

Past week dominated by corporate earnings stories

21 Feb 2025

Contributed by Lukas

Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel...

Celsius surges on Alani Nu deal

Fri, 21 Feb

Contributed by Lukas • Default Dataset

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSAN...

Celsius surges on Alani Nu deal

21 Feb 2025

Contributed by Lukas

Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSAN...

Walmart gets cautious on the future

Thu, 20 Feb 2025 19:21:10 +0000

Contributed by Lukas • Default Dataset

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Am...

Walmart gets cautious on the future

20 Feb 2025

Contributed by Lukas

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Am...

Palantir drops on defense cut memo

Thu, 20 Feb 2025 11:38:31 +0000

Contributed by Lukas • Default Dataset

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EA...

Palantir drops on defense cut memo

20 Feb 2025

Contributed by Lukas

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EA...

EV maker Nikola files for bankruptcy

Wed, 19 Feb

Contributed by Lukas • Default Dataset

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new ki...

EV maker Nikola files for bankruptcy

19 Feb 2025

Contributed by Lukas

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new ki...

Nike’s first-ever collab lifts shares

Wed, 19 Feb

Contributed by Lukas • Default Dataset

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) G...

Nike’s first-ever collab lifts shares

19 Feb 2025

Contributed by Lukas

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) G...

GameStop plot thickens

Tue, 18 Feb 2025 17:52:15 +0000

Contributed by Lukas • Default Dataset

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 10...

GameStop plot thickens

18 Feb 2025

Contributed by Lukas

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 10...

Baidu slips as CEO missing from Xi meeting, Q4 beat

Tue, 18 Feb 2025 11:53:01 +0000

Contributed by Lukas • Default Dataset

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) s...

Baidu slips as CEO missing from Xi meeting, Q4 beat

18 Feb 2025

Contributed by Lukas

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) s...

Apple to unveil new product, Walmart reports results

Mon, 17 Feb

Contributed by Lukas • Default Dataset

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expect...

Apple to unveil new product, Walmart reports results

17 Feb 2025

Contributed by Lukas

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expect...

Earnings reactions and the next wave of AI speculation

Fri, 14 Feb

Contributed by Lukas • Default Dataset

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (...

Earnings reactions and the next wave of AI speculation

14 Feb 2025

Contributed by Lukas

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (...

Biggest movers Airbnb, Roku surge as Twilio slides

Fri, 14 Feb

Contributed by Lukas • Default Dataset

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other c...

Biggest movers Airbnb, Roku surge as Twilio slides

14 Feb 2025

Contributed by Lukas

Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other c...

Market getting used to higher rates for longer

Thu, 13 Feb 2025 19:27:15 +0000

Contributed by Lukas • Default Dataset

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play i...

Market getting used to higher rates for longer

13 Feb 2025

Contributed by Lukas

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play i...

Reddit slips as costs soar

Thu, 13 Feb 2025 11:26:12 +0000

Contributed by Lukas • Default Dataset

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount chan...

Reddit slips as costs soar

13 Feb 2025

Contributed by Lukas

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount chan...

Inflation going the wrong way

Wed, 12 Feb

Contributed by Lukas • Default Dataset

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS ...

Inflation going the wrong way

12 Feb 2025

Contributed by Lukas

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS ...

Super Micro gains on preliminary Q2 report

Wed, 12 Feb

Contributed by Lukas • Default Dataset

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AM...

Super Micro gains on preliminary Q2 report

12 Feb 2025

Contributed by Lukas

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AM...

Apple and Alibaba team up on AI

Tue, 11 Feb 2025 20:37:47 +0000

Contributed by Lukas • Default Dataset

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate s...

Apple and Alibaba team up on AI

11 Feb 2025

Contributed by Lukas

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate s...

Trump signs new order; GameStop eyeing Bitcoin?

11 Feb 2025

Contributed by Lukas

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:1...

Gold tops $2,900 for another record

Mon, 10 Feb

Contributed by Lukas • Default Dataset

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McD...

Gold tops $2,900 for another record

10 Feb 2025

Contributed by Lukas

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McD...

Nippon Steel rethinks US Steel deal

Mon, 10 Feb

Contributed by Lukas • Default Dataset

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC e...

Nippon Steel rethinks US Steel deal

10 Feb 2025

Contributed by Lukas

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC e...

CPI set to show inflation 'stubbornly strong'

09 Feb 2025

Contributed by Lukas

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnin...

AI earnings, tariff threats, and bellwether stocks

07 Feb 2025

Contributed by Lukas

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff...

e.l.f. Beauty’s glow fades on weak guidance

07 Feb 2025

Contributed by Lukas

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trend...

House reps target DeepSeek government ban

06 Feb 2025

Contributed by Lukas

Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanl...

MicroStrategy rebrands, doubles down on Bitcoin

06 Feb 2025

Contributed by Lukas

MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) f...

Post Office quickly rethinks China package ban

05 Feb 2025

Contributed by Lukas

https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbo...

Alphabet slips as AI growth drives higher capex

05 Feb 2025

Contributed by Lukas

Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:...

Soaring egg prices lead to emergency Waffle House measures

04 Feb 2025

Contributed by Lukas

Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Supe...

Palantir soars on earnings, outlook

04 Feb 2025

Contributed by Lukas

Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-...

U.S. and Mexico quickly reach tariff delay deal

03 Feb 2025

Contributed by Lukas

U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU ...

Tariff battles begin

03 Feb 2025

Contributed by Lukas

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to sh...

No Groundhog Bump this year

02 Feb 2025

Contributed by Lukas

Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at...

DeepSeek! More Earnings! Trump!

31 Jan 2025

Contributed by Lukas

DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starb...

Oil tariff exclusion

31 Jan 2025

Contributed by Lukas

Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), an...

GDP cools as firms prep for tariffs

30 Jan 2025

Contributed by Lukas

Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon...

American Airlines jet, Army helicopter collide near Reagan

30 Jan 2025

Contributed by Lukas

American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have...

Fed holds rates with little sign of urgency

29 Jan 2025

Contributed by Lukas

The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no cont...

ASML tops Q4 estimates, unveils 2025 outlook

29 Jan 2025

Contributed by Lukas

ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Mic...

Tesla, BMW drive into EU tariff battle

28 Jan 2025

Contributed by Lukas

Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on trac...

DeepSeek deep sixes stocks

27 Jan 2025

Contributed by Lukas

AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields pl...

China's DeepSeek outshines U.S. AI giants

27 Jan 2025

Contributed by Lukas

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Inst...

Powell v Trump and megacap earnings

26 Jan 2025

Contributed by Lukas

Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and ...

Interesting earnings action coming

24 Jan 2025

Contributed by Lukas

Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent...

Allurion soars on balloon and GLP-1 study plans

24 Jan 2025

Contributed by Lukas

Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks grou...

Don't call it a GE comeback

23 Jan 2025

Contributed by Lukas

GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Proj...

EU weighs EV subsidies amid struggles

23 Jan 2025

Contributed by Lukas

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina ut...

Project Stargate is a go

22 Jan 2025

Contributed by Lukas

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's ...

Netflix bills climb, shares rise

22 Jan 2025

Contributed by Lukas

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks so...

Google spinoff sees AI drug trials this year

21 Jan 2025

Contributed by Lukas

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell ...

Trump mulls tariffs on neighbors

21 Jan 2025

Contributed by Lukas

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC...

Netflix earnings in the spotlight

20 Jan 2025

Contributed by Lukas

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a...

Can the bull market sustain itself?

17 Jan 2025

Contributed by Lukas

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip result...

GM data deal hits a dead end

17 Jan 2025

Contributed by Lukas

FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U...

No landing in a growth world, corporate credit bullishness

16 Jan 2025

Contributed by Lukas

Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happ...

Costco stands firm on DEI

16 Jan 2025

Contributed by Lukas

Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research f...

Inflation data invigorates stocks, bonds

15 Jan 2025

Contributed by Lukas

Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidi...

Saudi Aramco poised to bet on lithium

15 Jan 2025

Contributed by Lukas

Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) El...

Microsoft in pole position for Agentic AI

14 Jan 2025

Contributed by Lukas

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in c...

Pay to Stay: Starbucks refreshes store rules

14 Jan 2025

Contributed by Lukas

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Hone...

Retail stocks punished after holiday updates

13 Jan 2025

Contributed by Lukas

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on...

Canada ready to counter Trump tariffs

13 Jan 2025

Contributed by Lukas

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest...

Big banks kick off earnings season

12 Jan 2025

Contributed by Lukas

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds...

Intertwined markets and upcoming earnings

10 Jan 2025

Contributed by Lukas

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). E...

Wildfire costs blaze toward historic highs

10 Jan 2025

Contributed by Lukas

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. nati...

Nvidia pulls the rug out from under quantum stocks

08 Jan 2025

Contributed by Lukas

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareho...

Shell lowers Q4 outlook, trims LNG output

08 Jan 2025

Contributed by Lukas

Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop...

Aurora partners with Continental and Nvidia

07 Jan 2025

Contributed by Lukas

Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows i...

U.S. adds Tencent, Huawei to Chinese military list

07 Jan 2025

Contributed by Lukas

U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collabor...

Fubo combines with Disney's Hulu + Live TV

06 Jan 2025

Contributed by Lukas

Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets anothe...

Trudeau’s potential exit lifts Canadian dollar

06 Jan 2025

Contributed by Lukas

Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX...

Jobs and CES lead another shortened week

05 Jan 2025

Contributed by Lukas

Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer El...

Biden poised to block US Steel deal: report

03 Jan 2025

Contributed by Lukas

Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) t...

Room for disappointments in 2025 and into 2026

02 Jan 2025

Contributed by Lukas

Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:...

Alibaba sells Sun Art at $2B loss

02 Jan 2025

Contributed by Lukas

Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescrip...

Tale of the tape for 2024

01 Jan 2025

Contributed by Lukas

The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1...

Faraday Future surges with CES reveal ahead

31 Dec 2024

Contributed by Lukas

Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Seal...

Buckle up for the year of Grand Theft Auto

30 Dec 2024

Contributed by Lukas

GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea ...

South Korea orders Boeing 737-800 inspections after fatal crash

30 Dec 2024

Contributed by Lukas

South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices...