Wall Street Breakfast

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) 

Show Notes
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong

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FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump

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Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

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Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35)  U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report

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Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)

Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
 
Episode transcripts: seekingalpha.com/wsb

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Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection

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Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)

Show Notes
Stocks look halfway done with pullback as bull market resets 
Robinhood named best idea for 2025


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Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip

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As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)

Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025

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