Wall Street Breakfast

The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show NotesStocks best insulated from tariffsOkta rallies post-earningsEpisode 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.

"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower.  (00:24) Walgreens  (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WBA, ILMN, and moreInvestors may be riding a ‘bucking bronco’ stock market into AprilBitcoin's back to where it started after strategic reserve spikeStocks are no longer sensitive to yields, U.S. dollar – Morgan StanleySign 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.

ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)Show NotesGoldman's cheap healthcare picksKroger CEO out for personal conductDomino's joins the stuffed crust sceneEpisode 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.

Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and moreGoogle co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per weekChina's Honor plans to invest over $10B in AI devicesEurope rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soarMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)Show NotesEarnings CalendarTime to stop using bonds as a hedge?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.

Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).Episode transcripts: seekingalpha.com/wsb.Show links: UnitedHealth sends Medicare insurers lower after report on DoJ probeElon Musk’s DOGE agents said to have gained access to Medicare systemsAMD unveils next-gen graphics cards for gamers, challenging Nvidia dominanceSign 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.

Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)Episode transcripts seekingalpha.com/wsb.Show links: Bitcoin falls below $80,000, at risk of erasing all post-election gainsRed Robin's surprise rally shows investor confidence in turnaround planAlphabet falls into oversold territory for the first time in 5 monthsSign 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.

Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)Show NotesMedian age of first-time homebuyers tops 50Analysts applaud NvidiaEpisode 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.

Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNOW, CRM, and moreModerna slides on report of Trump team reevaluating bird flu vaccine fundingChina's Baidu plans to unveil AI model Ernie 4.5 in March - reportRithm Acquisition prices $200M IPO at $10 per shareSign 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.

Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)Show NotesWells Fargo says good time to buy communications - see their picksSuper Micro options bulls get windfallMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop. (01:35) China says Taiwan seeks to give away chip industry as 'souvenir' to US - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: LCID, SMCI, and moreAlibaba's video, image making AI tool open to publicTrump says Zelenskyy meeting on deck as U.S.-Ukraine reach tentative minerals dealWarner Bros shutters three game studios, axes Wonder Woman video gameSign 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.

Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe deliveries tumble. (2:50)Show NotesHedge fund VIP stocksLucasfilm head set to retireEpisode 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.

Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug compounders sue FDA over semaglutide status: report. (03:08)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Crypto stocks, HIMS, ZM, and moreGold racks up another record high on tariff concerns, spiking ETF holdingsOPEC+ seen raising oil production in bid to appease Trump, BofA analyst believesDenny's add eggs surcharge at some locations due to national shortageSign 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.

Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend goal is in doubt. (4:10) Show NotesFind top growth stocks in the small-cap spaceRobotaxi pure play WeRide lands key Beijing approvalEpisode 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.

Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY) for €4.1B in all-cash deal. (01:41) Shein's 2024 profit dropped nearly 40%: report. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: HE, EQX, and moreBybit hack: $1.5B stolen from ethereum wallet in largest ever crypto heistElon Musk’s DOGE laying off workers at the auto safety agency overseeing Tesla - report'Captain America: Brave New World' crashes in second weekendSign 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.

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 NotesGoldman Sachs' Rising Stars ListEarnings CalendarDividend RoundupEpisode 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.

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/wsbShow links: Forget The Price Of A Stock. What Is It Worth?FDA gives compounders short reprieve as Novo Nordisk GLP-1 supply normalizesWalmart Q4 2025 Earnings Call TranscriptSign 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.

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.Show links: Biggest stock movers Friday: MELI, CELH, XYZ, and moreNew No. 1: Amazon takes the quarterly revenue crown from WalmartWalgreens Boots drops amid report Sycamore bidding for Family Dollar chainLilly's next obesity drug serves up dramatic weight loss -- and side effects: reportSign 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.

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 NotesWedbush's Ives defends PalantirAlibaba jumps after resultsEpisode 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.