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Wall Street Breakfast

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

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Published 2025-02-23

Nvidia earnings will test AI rally

6 min
View
Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on cash pile. (3:07)

Show Notes
Goldman Sachs' Rising Stars List
Earnings Calendar
Dividend Roundup

Episode transcripts: seekingalpha.com/wsb
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Published 2025-02-21

Past week dominated by corporate earnings stories

14 min
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Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results; healthcare sector sentiment (5:00). Highlighting earnings next week - Nvidia, Berkshire Hathaway (9:00). Walmart's cautious outlook (11:40). Fed's favorite inflation gauge coming (13:15).

Episode transcripts: seekingalpha.com/wsb

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Forget The Price Of A Stock. What Is It Worth?
FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizes
Walmart Q4 2025 Earnings Call Transcript

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Published 2025-02-21

Celsius surges on Alani Nu deal

5 min
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Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with Honda (HMC) - report. (01:34) YouTube (GOOGL) (GOOG) plans to roll out 'premium lite' in major markets - report. (02:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: MELI, CELH, XYZ, and more
New No. 1: Amazon takes the quarterly revenue crown from Walmart
Walgreens Boots drops amid report Sycamore bidding for Family Dollar chain
Lilly's next obesity drug serves up dramatic weight loss -- and side effects: report

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Published 2025-02-20

Walmart gets cautious on the future

6 min
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Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)

Show Notes
Wedbush's Ives defends Palantir
Alibaba jumps after results

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Published 2025-02-20

Palantir drops on defense cut memo

6 min
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Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR) hurdles delay A350 freighter. (01:10) Amazon (AMZN) gives up on its Chime communications service. (02:31)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: PLTR, CVNA, and more
Beyond Meat in talks with lenders to help shore up its liquidity - Bloomberg
Federal Reserve officials consider trade, immigration impacts: FOMC minutes
Carbon capture would boost U.S. energy independence, Occidental CEO says

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Published 2025-02-19

EV maker Nikola files for bankruptcy

5 min
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Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)

Show Notes
Homebuilding stalls in cold January

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Published 2025-02-19

Nike’s first-ever collab lifts shares

6 min
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Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in Italy - report. (01:17) La-Z-Boy (LZB) sets cautious outlook based on soft housing market. (01:46)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: BMBL, GB, and more
RFK Jr. tells HHS staffers childhood vaccines, psychiatric drugs on his radar
Elon Musk, DOGE score victory against state AGs seeking to block access
Trump says 25% tariffs targeting cars, chips & pharma imports coming as soon as April 2

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Published 2025-02-18

GameStop plot thickens

5 min
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GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of TSM-Broadcom deal. (3:17)

Show Notes
Nine in 10 fund managers say U.S. stocks overvalued, most since 2001

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Published 2025-02-18

Baidu slips as CEO missing from Xi meeting, Q4 beat

6 min
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Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids. (01:34) Southwest (LUV) expands cost-cutting by announcing 15% reduction in corporate overhead workforce. (02:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: INTC, DAL, and more
Short sellers reduce bets against information technology stocks in January
Tesla's FSD approval in China could be used for bargaining amid trade tensions - report
South Korea plans to secure 10,000 GPUs for AI computing center - report

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Published 2025-02-17

Apple to unveil new product, Walmart reports results

6 min
View
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)

Show Notes
Citi’s ‘Thematic 30’ Stocks
OPEC+ delaying April production hike?
Dividend Roundup
Earnings Calendar

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Published 2025-02-14

Earnings reactions and the next wave of AI speculation

9 min
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CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)

Show Notes:
Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - Wedbush
Trump announces reciprocal tariffs
January CPI Report: Say Goodbye To Rate Cuts

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Published 2025-02-14

Biggest movers Airbnb, Roku surge as Twilio slides

6 min
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Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)

Episode transcripts seekingalpha.com/wsb.

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U.S. electricity demand growth through 2027 will be like adding another California
Ray Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 moves
Defense stocks slide after Trump’s comments on spending cuts

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Published 2025-02-13

Market getting used to higher rates for longer

7 min
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Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).

Show Notes:
Gold edges lower for second straight session, backing off all-time high
Trump announces reciprocal tariffs
Powell Leaves Fed's Rate Options Open

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Published 2025-02-13

Reddit slips as costs soar

6 min
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Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CSCO, RDDT, and more
Elon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report
'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energy
Nathan’s Famous, century-old hot dog brand, said to be considering sale

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Published 2025-02-12

Inflation going the wrong way

6 min
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January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)

Show Notes
5 reasons the Mag 7 are vulnerable 
Citadel’s Ken Griffin slams Trump's trade rhetoric

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Published 2025-02-12

Super Micro gains on preliminary Q2 report

5 min
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Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
Schwab offers 24-hour trading to all retail clients - report
Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
DoorDash targets 2025 growth with focus on grocery, ads, and international expansion

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Published 2025-02-11

Apple and Alibaba team up on AI

6 min
View
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)

Show Notes
EU aims for an AI continent

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Published 2025-02-11

Trump signs new order; GameStop eyeing Bitcoin?

5 min
View
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).

Show Notes
Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more

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Published 2025-02-10

Gold tops $2,900 for another record

4 min
View
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)

Show Notes
Super Micro Computer stock up almost 50% heading into earnings
Nvidia named Tactical Outperform by Evercore
David Tepper's Appaloosa beefs up China bets

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Published 2025-02-10

Nippon Steel rethinks US Steel deal

5 min
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Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: BP, X, and more
Disney beginning to worry about costs of Disney vacations: report
Here's why one economist sees no Fed rate cuts this year
Fed rate hike could come as early as June: Apollo’s chief economist

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Published 2025-02-09

CPI set to show inflation 'stubbornly strong'

6 min
View
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

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Published 2025-02-07

AI earnings, tariff threats, and bellwether stocks

17 min
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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

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

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Published 2025-02-07

e.l.f. Beauty’s glow fades on weak guidance

6 min
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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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Published 2025-02-06

House reps target DeepSeek government ban

5 min
View
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

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Published 2025-02-06

MicroStrategy rebrands, doubles down on Bitcoin

7 min
View
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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Published 2025-02-05

Post Office quickly rethinks China package ban

6 min
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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

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Published 2025-02-05

Alphabet slips as AI growth drives higher capex

5 min
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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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Published 2025-02-04

Soaring egg prices lead to emergency Waffle House measures

5 min
View
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

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Published 2025-02-04

Palantir soars on earnings, outlook

7 min
View
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.

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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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Published 2025-02-03

U.S. and Mexico quickly reach tariff delay deal

4 min
View
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?

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Published 2025-02-03

Tariff battles begin

6 min
View
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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Published 2025-02-02

No Groundhog Bump this year

8 min
View
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

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Published 2025-01-31

DeepSeek! More Earnings! Trump!

15 min
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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

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Published 2025-01-31

Oil tariff exclusion

5 min
View
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

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Published 2025-01-30

GDP cools as firms prep for tariffs

6 min
View
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

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Published 2025-01-30

American Airlines jet, Army helicopter collide near Reagan

6 min
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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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Published 2025-01-29

Fed holds rates with little sign of urgency

7 min
View
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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Published 2025-01-29

ASML tops Q4 estimates, unveils 2025 outlook

6 min
View
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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Published 2025-01-28

Tesla, BMW drive into EU tariff battle

6 min
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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.

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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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Published 2025-01-27

DeepSeek deep sixes stocks

7 min
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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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Published 2025-01-27

China's DeepSeek outshines U.S. AI giants

6 min
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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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Published 2025-01-26

Powell v Trump and megacap earnings

8 min
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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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Audio Web
Published 2025-01-24

Interesting earnings action coming

14 min
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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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Published 2025-01-24

Allurion soars on balloon and GLP-1 study plans

5 min
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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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Published 2025-01-23

Don't call it a GE comeback

8 min
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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
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Published 2025-01-23

EU weighs EV subsidies amid struggles

6 min
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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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Published 2025-01-22

Project Stargate is a go

6 min
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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
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Published 2025-01-22

Netflix bills climb, shares rise

5 min
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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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Published 2025-01-21

Trump mulls tariffs on neighbors

6 min
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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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