Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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101
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...

102
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...

103
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)   ...

104
Berkshire may exit Kraft Heinz

Berkshire may exit Kraft Heinz

Jan 21, 2026

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval...

105
Netflix bids cash for Warner

Netflix bids cash for Warner

Jan 20, 2026

Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge past $4,700 as investors seek safety. (2:5...

106
Futures slip as trading resumes

Futures slip as trading resumes

Jan 20, 2026

Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be early winner of Canada-China EV tariff deal ...

107
Trump tariffs loom over Davos summit

Trump tariffs loom over Davos summit

Jan 18, 2026

Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus amid Warner deal speculation. (1:53) Show...

108
Power producers spark higher

Power producers spark higher

Jan 16, 2026

Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon says ‘no chance’ on Fed chair job. (03:00...

109
TSMC, Lam Research spark early market rally

TSMC, Lam Research spark early market rally

Jan 15, 2026

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% i...

110
Gold and silver hit new highs

Gold and silver hit new highs

Jan 14, 2026

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)   Show Notes Biggest hedge funds shorts...

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