Wall Street Breakfast

Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until investigation ‘well and truly over.’ (1:20)    

Show Notes
Oil is the new Fed chair
Stocks tumble as yields climb  

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What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing guidance. (01:39) Amazon (AMZN) plans drastic cut in packages it sends through US Post Office: report. (02:58)

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Biggest stock movers Wednesday: DOCU, LULU, and more
Microsoft may challenge Amazon-OpenAI $50B deal - report
Nvidia CEO Jensen Huang: OpenClaw is “definitely the next ChatGPT,” China stocks respond
SEC issues its interpretation of how securities laws apply to crypto assets

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Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule threaten trucking. (2:40)   

Show Notes
Is the S&P good for diversification anymore?
Amazon unveils 1-hour delivery  

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Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory chip shortage could last until 2030. (01:37)

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Biggest stock movers Tuesday: BYND, LNSR, and more
OpenAI to cut back on side projects in push to ‘nail’ core business, WSJ reports
Nvidia CEO Huang doubles down, eyes $1T in product demand through 2027: GTC
Big tech carbon credit buys soar as AI race heats up, led by Microsoft

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Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)

Show Notes
The 20 stocks hedge funds love to short

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Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit falls short of estimates. (01:44)

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Biggest stock movers Monday: META, MU, gold stocks, and more
Goldman Sachs sees S&P 500 rising to 7,600 on earnings growth
Peter Thiel is said to host private Rome conference on Antichrist
Alibaba plans to launch enterprise-focused AI agent as soon as this week - report

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Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operating costs. (2:36)  

Show Notes
Earnings Calendar
Dividend Roundup

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Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)

Show Notes: 
CPI read: Airfares jumped 7% in February even before the spike in oil prices
Oracle targets rapid AI infrastructure expansion 

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Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) delays rollout of new AI model ‘Avocado’ amid performance concerns, NYT reports. (02:34)

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Biggest stock movers Friday: ADBE, ULTA, and more
News Quiz: Friday, Mar. 13
Apple cuts App Store commission fees in China to 25%
More tariffs? U.S. launches new trade probes into 60 economies over forced labor
Retail jolt: Amazon plans to move Prime Day into June for the first time

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IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:54)

Show Notes
The 20 stocks hedge funds love the most
Time to stop treating AI as a chatbot  

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Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise sales. (00:42) Rivian (RIVN) gains new bull at TD Cowen on upbeat R2 outlook. (02:04) 

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Biggest stock movers Thursday: PATH, BMBL, and more
U.S. targets China, Mexico, EU, and India in massive 16-nation trade probe to rebuild Trump tariffs
Intel shareholder sues over 10% stake deal with U.S. government - report
The 10 most oversold S&P 500 stocks as markets digest the U.S.-Iran war

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February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27) JPMorgan tightens lending against private-credit loans tied to software. (2:32)

Show Notes
The most ‘disconnected’ tech trade    

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Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super Mario movie anticipation. (01:25) Trump unveils plan for first U.S. oil refinery in 50 years with backing from India's Reliance. (02:05)

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Biggest stock movers Wednesday: ORCL, AVAV, and more
Microsoft backs Anthropic in legal fight over Pentagon blacklisting
Starboard Value takes $350M activist stake in CarMax: report
OpenAI reportedly plans to launch Sora video AI in ChatGPT

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AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s fund files for IPO on NYSE. (2:49)

Show Notes
Polymarket taps Palantir to help referee sports betting

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TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in countersuit. (01:14) FAA ends ground stop on JetBlue Airways (JBLU)  flights. (02:26)

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Biggest stock movers Tuesday: HPE, RAIL, and more
Iran says oil blockade will persist until attacks end
JPMorgan sees 10% S&P 500 pullback on heightened war concerns
Trump singlehandedly overturned the markets, is TACO trade – oil markets edition – back?

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Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers jumps after partnership with Novo Nordisk. (2:14)

Show Notes
Where are airlines hedged on jet fuel?
Oil will delay global rate cut plans
It’s Barbie’s birthday

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G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale: report. (01:51) Alphabet (GOOG) (GOOGL) offers CEO pay deal worth up to $692M with stock price, Waymo incentives. (02:19) 

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Biggest stock movers Monday: Airline stocks and more
S. Korean President invokes first fuel price ceiling in 30 years to combat war-driven energy shock
Saudis offer oil on spot market as war disrupts contracted flows, Bloomberg reports
The effect of rising crude prices on global GDP
Is Putin the big winner in the Iran conflict?
Top 10 energy stocks showing highest dividend yield as oil crosses $100 mark

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Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  

Show Notes
Earnings Calendar
Dividend Roundup

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U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)

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Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:31)    

Show Notes
The AI doomsday is already here  

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OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade court orders Trump administration to start refunding IEEPA tariffs. (02:00)

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Biggest stock movers Thursday: AVGO, VEEV, and more
Anthropic CEO Dario Amodei back in talks with Pentagon about AI deal, FT reports
Nvidia shifts production focus to Vera Rubin amid China-bound H200 setback - report
KOSPI’s greatest recovery: Seoul stages record 12% surge in biggest one-day jump since 2008 crisis
Morgan Stanley to cut about 3% of workforce across key divisions

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Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to work with industry. (1:55)

Show Notes
Tesla whale backs Nvidia

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CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue run rate amid Pentagon clash over AI use. (02:26) 

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Biggest stock movers Wednesday: MRNA, GTLB, and more
Superintelligence push: Meta said to create applied AI engineering organization
Firearm demand continues its five-year downtrend in the U.S.
OpenAI eyeing contract with NATO, defends Pentagon deal: report

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Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     

Show Notes
The Jefferies AI Beneficiary Basket

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Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rushed’ Pentagon deal after Anthropic ban. (02:17)

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Biggest stock movers Tuesday: PLUG, MDB, and more
Paramount’s debt cut to junk status after Warner Bros. deal
Trump criticizes Starmer, says U.S.-U.K. ties ‘not like it used to be’ amid dispute over Iran strikes
MongoDB crashes amid mixed guidance, executive shakeup

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Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)

Show Notes
The Jefferies AI Risk Basket

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Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FDX) suspends services in five countries. (02:11)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: Oil and defense spikes, airlines slide as war fears grip markets
Airline stocks dive: AAL, UAL, DAL, ALK fall as Middle East strikes ground flights
Khamenei betting frenzy triggers backlash, scrutiny of prediction markets
Quant check: Defense stocks volatile on rising U.S.-Iran tensions

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What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)

Show Notes
OpenAI says Anthropic not supply chain risk
Earnings Calendar
Dividend Roundup

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Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)

Show links: 
There Is No Streaming War
This Is A Stock Picker's Market
Why Daily Stock Picks' Gary Vaughan Likes Large Cap Tech (And Energy)

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Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:16) Burger King's (QSR) iconic Whopper gets its first refresh in over 10 years. (02:54)

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Biggest stock movers Friday: NFLX, XYZ, DELL, and more
Citigroup to launch Bitcoin integration into core banking later this year
Meta inks yet another AI chip deal, this time with Google - report
ASML says next-gen chipmaking tool ready for high-volume production: report

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Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen signal. (3:26)

Show Notes
Jane Street now top holder of silver ETF

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C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

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Biggest stock movers Thursday: CRM, TTD, NTNX, and more
Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
Trump administration to hold back $259M in Medicaid payments to Minnesota
Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

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Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
Tom Lee spies bottom in software stocks (3:20)

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HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
Lowe's issues cautious FY26 outlook on housing market headwinds

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UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36) 

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Biggest stock movers Wednesday: FSLR, WDAY, and more
Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
Anthropic softens AI safety policy to stay competitive
Trump administration explores requiring banks to collect citizenship data - report

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FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20) IBM falls most since 2000 after Anthropic COBOL AI claims; Thomas says translation isn’t modernization. (02:36) 

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Biggest stock movers Tuesday: HIMS, VIR, and more
White House working on 15% tariff, timeline remains unclear: report
Bayer sues Johnson & Johnson over prostate cancer drug claims
IonQ in focus as quantum computing firm selected for Golden Dome contract

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Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel sector. (01:24) Bitcoin (BTC-USD) ETFs see $3.8B in outflows over five-week streak - report. (02:36)

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Biggest stock movers Monday: NVO, VNDA, and more
OpenAI's Sam Altman: Idea of space data centers is ridiculous for now
Novo Nordisk stock tumbles as next-gen obesity shot underperforms Lilly’s tirzepatide
Nvidia re-enters PC market with AI-powered laptop chips

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Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)

Episode transcripts: seekingalpha.com/wsb

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The Art Of Being A Contrarian With Courage & Conviction Investing
Steven Bavaria And Samuel Smith's Top Income Picks For 2026
This Is A Stock Picker's Market

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Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)

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Biggest stock movers Thursday: OXY, DASH, and more
GameStop's Ryan Cohen takes on the 'hollow men' of corporate boardrooms
Shift away from EVs continues to cost Avis Budget
Figma targets 30% revenue growth for 2026 as AI adoption accelerates

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SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: PANW, NYT, and more
Lagarde said to weigh quitting ECB before her term ends
Hormel Foods sells whole-bird turkey business, forecasts continued organic sales growth
Palo Alto declines after guidance reveals revenue surge but lower-than-expected EPS

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Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)

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Biggest stock movers Tuesday: ZIM, CMPS, and more
Apple adds integrated video podcasts, taking on Spotify and YouTube
Michael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debt
Goldman Sachs to drop DEI criteria for its board, WSJ reports
SpaceX to compete in Pentagon contest for autonomous drone tech - report

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Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)

Show Notes
Goldman’s AI pair trades
Earnings Calendar
Dividend Roundup

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Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)

Episode transcripts: seekingalpha.com/wsb

Show links: 
Tech Tug Of War: Fear Vs. Greed
Initial jobless claims were slightly higher than expected in past week
Widening gap between CPI and PPI is what truly matters for the stock market – strategist

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Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks.

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Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion
Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market
Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside
Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript
Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats

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The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)

Show Notes
The big stealth rally that few noticed

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McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CSCO, FSLY, QS, and more
House votes to end Canada tariffs as six Republicans defy Trump
Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation
AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion

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January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)

Show Notes
Key levels frothy assets have to keep

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Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: HOOD, NET, and more
OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report
Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report
Musk’s xAI loses second co-founder in two days as Jimmy Ba departs

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Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)

Show Notes
Goldman Sachs Panic Index near ‘max fear’

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BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ON, CRDO, and more
Cisco introduces AI networking chip
Amazon said to pitch AI content marketplace to publishers
OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers

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Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    

Show Notes
Wedbush adds two names to Ives AI 30 list    
Super Bowl Indicator Leans Bullish

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.