Wall Street Breakfast

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:55)  

Show Notes
Greenland means ‘buy tech’ - Wedbush
Register for Investing Experts Live: Top Ideas 2026

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Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal - report. (02:34)

Episode transcripts seekingalpha.com/wsb.

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Fed's Powell to attend Supreme Court hearing on Lisa Cook case - report
Trump floats 200% tariffs on French wines over Macron's refusal to join 'Board of Peace'
OpenAI CFO says ARR hits above $20B in 2025

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Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53)

Show Notes
Earnings Calendar
Dividend Roundup

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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.

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Biggest stock movers Friday: MU, CEG and more
Investing Experts Live-Top Ideas for 2026
France warns U.S. against Greenland seizure as Europe sends troops to island
U.S. megabanks reduce headcount by most in nearly a decade - report
Tech earnings should be AI validation sign: Wedbush
Friday's Economic Calendar

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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.

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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 tariffs
Elon Musk's xAI blocks Grok from undressing images after global backlash

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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 Notes
Biggest hedge funds shorts

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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)

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Biggest stock movers Wednesday: INTC, WRD, TVTX, and more
U.S. formally clears Nvidia H200 AI chip exports to China with some conditions
China's customs agents told not to allow Nvidia's H200 chips to enter country: report
UberEats and DoorDash allegedly curtailed tipping for delivery drivers - update

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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 Notes
Denny’s goes private

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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.

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JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays Bullish
Nvidia says no upfront payment needed for H200 chips
SK Hynix to invest $13B in South Korean AI chip packaging plant

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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 Notes
Odds of Powell staying longer soar

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