Wall Street Breakfast

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments

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JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)

Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets

Episode transcripts: seekingalpha.com/wsb
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Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).

Episode transcripts: seekingalpha.com/wsb

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Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance

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AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: MVST, RKLB, and more
Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand
Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman
Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump
Block to change ticker symbol to 'XYZ'

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NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)

Show Notes
Top stocks in software as Wolfe sees it as an area of M&A opportunities
AMD slides as HSBC downgrades on Nvidia worries

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Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares

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Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

Episode transcripts: seekingalpha.com/wsb

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U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’


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Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)

Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program

Episode transcripts: seekingalpha.com/wsb
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Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?

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