Wall Street Breakfast

Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)

Episode transcripts seekingalpha.com/wsb.


Show links: 
Biggest stock movers Monday: NVDA, crypto stocks, and more
Nasdaq futures plunge 4% as DeepSeek 'panic' slams AI names
Trump's tariff threat pays off as Colombia agrees to accept deportees
Coinbase CEO says token evaluation gets difficult
Perplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reports

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Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)

Show Notes
Six of seven bubble conditions have been met
Earnings calendar
Dividend roundup

Episode transcripts: seekingalpha.com/wsb
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Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Netflix Q4 2024 Earnings Call Transcript
The Return Of The AI Trade
AI Project Stargate A Go
Pfizer: One Of The Next Big AI Winners

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Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: Crypto stocks, TXN, and more
Trump third term? Lawmaker proposes constitutional amendment
CACI International's quarterly bookings weigh on federal IT providers
Cathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025

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GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)

Show Notes
AAII sentiment survey shows massive swing to bulls from bears
American Airlines' outlook overshadows upbeat Q4 results
EA sinks on FC 25, Dragon Age underperformance

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: EA, ASTS, and more
Puma races to cut costs after FY profit miss sends stock lower
CRISPR Therapeutics stock pops following disclosure of RFK Jr. investment
Insurance stocks on watch as Hughes Fire quickly spreads north of LA

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The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)

Show Notes
12 Small-cap momentum stocks to watch
Procter & Gamble organic sales

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $1B in Anthropic, OpenAI’s biggest rival - report. (02:55)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Top 10 ETFs by Netflix exposure as streaming giant reports quarterly earnings
Ulta Beauty thriving in an attractive category - analyst
Greenlight Capital's David Einhorn says U.S. markets have reached 'Fartcoin' stage

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Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)

Show Notes
BofA’s best financial, consumer stock ideas for 2025
Argus says Gap's turnaround is taking shape

Find out more about Seeking Alpha's Virtual Analyst Reports here.

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strike. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: VATE
Teck Resources forecasts higher copper production in 2025
One of the most iconic resorts on the Las Vegas Strip is getting renovated
Marvell, Nvidia lead AI semiconductor picks in 2025: Barclays


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