Wall Street Breakfast

Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)Show NotesWedbush's Ives defends PalantirAlibaba jumps after resultsEpisode 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.

Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: PLTR, CVNA, and moreBeyond Meat in talks with lenders to help shore up its liquidity - BloombergFederal Reserve officials consider trade, immigration impacts: FOMC minutesCarbon capture would boost U.S. energy independence, Occidental CEO 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.

Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)Show NotesHomebuilding stalls in cold JanuaryEpisode 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.

Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BMBL, GB, and moreRFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radarElon Musk, DOGE score victory against state AGs seeking to block accessTrump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)Show NotesNine in 10 fund managers say U.S. stocks overvalued, most since 2001Episode 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.

Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: INTC, DAL, and moreShort sellers reduce bets against information technology stocks in JanuaryTesla's FSD approval in China could be used for bargaining amid trade tensions - reportSouth Korea plans to secure 10,000 GPUs for AI computing center - 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.

New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)Show NotesCiti’s ‘Thematic 30’ StocksOPEC+ delaying April production hike?Dividend RoundupEarnings CalendarEpisode 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.

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode 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 movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)Episode transcripts seekingalpha.com/wsb.Show links: U.S. electricity demand growth through 2027 will be like adding another CaliforniaRay Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 movesDefense stocks slide after Trump’s comments on spending cutsSign 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.

Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).Show Notes:Gold edges lower for second straight session, backing off all-time highTrump announces reciprocal tariffsPowell Leaves Fed's Rate Options OpenEpisode 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.

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, RDDT, and moreElon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energyNathan’s Famous, century-old hot dog brand, said to be considering saleSign 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.

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoricEpisode 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.

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and moreSchwab offers 24-hour trading to all retail clients - reportAdios Gulf of Mexico as Google, Apple maps rename to Gulf of AmericaDoorDash targets 2025 growth with focus on grocery, ads, and international expansionSign 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.

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an AI continentMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite DeepSeek cost impact - reportNasdaq, S&P, Dow futures slide as Trump signs new tariffs orderBiggest stock movers Tuesday: LSCC, FLNC, SMCI, and moreEpisode transcripts: seekingalpha.com/wsbSign 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.

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earningsNvidia named Tactical Outperform by EvercoreDavid Tepper's Appaloosa beefs up China betsEpisode 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.

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BP, X, and moreDisney beginning to worry about costs of Disney vacations: reportHere's why one economist sees no Fed rate cuts this yearFed rate hike could come as early as June: Apollo’s chief economistFind out more about Seeking Alpha's Virtual Analyst Reports here.

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksEpisode 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.

Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).Episode transcripts: seekingalpha.com/wsbShow links: Shorting Palantir: Valuation MattersHow to fund a U.S. sovereign wealth fund?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.

TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, PINS, and moreTesla increases Model X prices by $5,000 in the U.S.Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears targetCloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentumSign 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.