Wall Street Breakfast

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 Calendar
Top 10 value stocks

Episode transcripts: seekingalpha.com/wsb
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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/wsb

Show links: 
Shorting Palantir: Valuation Matters
How to fund a U.S. sovereign wealth fund?

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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.

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Biggest stock movers Friday: AMZN, PINS, and more
Tesla 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 target
Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum

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Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)

Show Notes
BofA's top 10 growth stocks
Skyworks Solutions sinks on Apple plans

Episode transcripts: seekingalpha.com/wsb
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MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: QCOM, F, and more
Intel partners with Japanese lab to build quantum computer: report
Enphase to move battery manufacturing outside of China, CEO says
Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth

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https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban


Show Notes
Fed’s hawkish lean and AI tech jolt shifting bull narrative

Episode transcripts: seekingalpha.com/wsb
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Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GOOG, AMD, and more
Trump's Gaza proposal would see U.S. takeover of the Strip
Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions

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Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)

Show Notes
Poll: Investors overwhelmingly disapprove of tariffs
Most bullish and bearish ETFs

Episode transcripts: seekingalpha.com/wsb
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Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: PLTR, SYNA, and more
Delta Air Lines partners with DraftKings on in-flight gaming entertainment
PayPal Q4 earnings expected to dip, revenue seen ascending
Trump wants Ukraine's rare earth minerals in return for U.S. support

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U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)

Show Notes
What do you think of Trump's tariff policies?

Episode transcripts: seekingalpha.com/wsb
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