Wall Street Breakfast

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 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts

Episode transcripts: seekingalpha.com/wsb

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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 California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts

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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 high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open

Episode transcripts: seekingalpha.com/wsb

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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 more
Elon 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 energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale

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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 Notes
5 reasons the Mag 7 are vulnerable 
Citadel’s Ken Griffin slams Trump's trade rhetoric

Episode transcripts: seekingalpha.com/wsb
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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 more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion

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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 Notes
EU aims for an AI continent

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Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).

Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more

Episode transcripts: seekingalpha.com/wsb

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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 Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets

Episode transcripts: seekingalpha.com/wsb
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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 more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist

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