Wall Street Breakfast

The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)

Show Notes
Unpacking Nvidia GTC
Global ETFs shine

Episode transcripts: seekingalpha.com/wsb

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General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: STNE, GILD, and more
Nvidia GTC 2025: Rubin, reasoning, robotics and more
Tesla removed from 2025 Vancouver International Auto Show
SA Asks: How will the $32B Wiz deal impact Google?

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Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

Show links: 
Dollar sinks on economic worries ahead of the Fed meet-Currency Recap
Wholesale egg prices drop, but retail rates could take time to catch up
Federal Reserve expected to hold rates, while uncertainties put the dot plot, SEP in focus

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Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD shares hit record high after rolling out new ultra-fast EV chargers. (02:38)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: GRAB, BIDU, and more
SA Maps: Tracking benchmark interest rates around the world
Which beaten down stocks have the best chance for a quick rebound?
Grab said to be moving forward with GoTo takeover

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Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment (5:20). This is an excerpt from a recent Investing Experts conversation.

Show Notes:
Dow, S&P, and Nasdaq trade mixed ahead of FOMC rate decision
Brace For Turbulence: Navigating Rough Market Conditions Ahead

Episode transcripts: seekingalpha.com/wsb

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Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: NCLH and NIU
SA Asks: What's next for quantum computing stocks?
What will happen to payment stocks in a recession? Bernstein takes clues from 2008
Trump to speak with Putin Tuesday amid efforts to broker Ukraine ceasefire

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Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Novo Nordisk slips after data for next-gen obesity drug
Despite recent sell-offs, Wedbush expects AI tech stocks to reach record highs
Intel's appointment of Tan as CEO has Wall Street 'encouraged,' but questions remain

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British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52) 

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: DOCU, PTON, and more
Trump to invoke wartime law as soon as Friday to fast-track deportations - report
Morgan Stanley’s top quality stocks to own for the long term
S&P correction: Biggest decliners as index logs first 10% fall from peak since 2023

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Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).

Episode transcripts: seekingalpha.com/wsb

Show links: 
S&P on track to end in correction territory, Nasdaq slumps more than 2%
February sees surge in short interest for crypto stocks led by MSTR, COIN

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