Wall Street Breakfast

Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).

Show Notes:
Musk calls USAID 'beyond repair' as he moves to shut down aid agency
Stock index futures tumble as global tariff battles begin

Episode transcripts: seekingalpha.com/wsb

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Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)

Show Notes
Palantir Earnings Preview
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).

Show Notes:
Meta Q4 2024 Earnings Call 
Labor costs accelerate slightly in Q4 vs. Q3
Fed's preferred inflation gauge rises, personal spending surges in December
Tesla Q4 2024 Earnings Call

Episode transcripts: seekingalpha.com/wsb

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Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). 

Show Notes
Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report

Episode transcripts: seekingalpha.com/wsb

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Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)

Show Notes
Fed policy 'isn't a reason to be bullish' anymore

Episode transcripts: seekingalpha.com/wsb
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American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims jobs and production in U.S. (01:28) Toyota (TM) remains top-selling automaker despite lower sales in 2024. (02:22)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSLA, MSFT, and more
Reaction Roundup: SA analysts, experts weigh in on Fed maintaining rates
TikTok bidders, including Roblox CEO and top YouTuber, ready to offer over $20B - report
META agrees to $25 million settlement with Trump for 2021 lawsuit - report

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The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale restrictions? (2:27)

Show Notes
Stocks finish down, off lows
Citron touts Alibaba's new Qwen AI models
Microsoft probing if DeepSeek improperly used OpenAI data

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ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly used OpenAI data. (01:24) SoftBank (OTCPK:SFTBY) to invest in robotics AI startup Skild AI: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: ASML, LC, and more
What did we learn from the DeepSeek scare?
Higher U.S. wholesale power prices forecast for 2025, EIA says
Trump administration moves to shrink federal workforce with buyout offer

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Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50) Smithfield Foods (SFD) prices IPO at $20 per share. (02:56)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NVDA, GGG, and more
Betting on the house: Sportsbooks love the Chiefs-Eagles Super Bowl matchup
Top consumer services stocks as Morgan Stanley names them top pick
More than 20 ETFs dropped over 10% on Monday as DeepSeek shakes Wall Street

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AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying opportunity. (5:01)

Show Notes
What is DeepSeek?
The Nvidia selloff in context
Suddenly the Dow looks good again

Episode transcripts: seekingalpha.com/wsb
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