Wall Street Breakfast

Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)

Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).

Episode transcripts: seekingalpha.com/wsb

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Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript

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Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report

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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 Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results

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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.

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Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says

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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 Notes
Homebuilding stalls in cold January

Episode transcripts: seekingalpha.com/wsb
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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.

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Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2

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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 Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001

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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 more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report

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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 Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar

Episode transcripts: seekingalpha.com/wsb
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