Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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91
ASML trims the ranks

ASML trims the ranks

Jan 28, 2026

ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expa...

92
UnitedHealth rout deepens

UnitedHealth rout deepens

Jan 27, 2026

UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)   Show Note...

93
Meta takes another shot at subscriptions

Meta takes another shot at subscriptions

Jan 27, 2026

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Gro...

94
The biggest restaurant chain hits the states

The biggest restaurant chain hits the states

Jan 26, 2026

Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40) Don'...

95
DHS standoff drives shutdown odds

DHS standoff drives shutdown odds

Jan 26, 2026

Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58) ...

96
Megacaps vs. the Fed this week

Megacaps vs. the Fed this week

Jan 25, 2026

Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)   Show Notes Earnings Ca...

97
Winter storm brewing, carts filling

Winter storm brewing, carts filling

Jan 23, 2026

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estima...

98
Rates rise on sticky inflation

Rates rise on sticky inflation

Jan 22, 2026

Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)   Show N...

99
Intel surges into earnings

Intel surges into earnings

Jan 22, 2026

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender off...

100
Trump backs off Greenland tariffs

Trump backs off Greenland tariffs

Jan 21, 2026

Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)   ...

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