Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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111
Saks Global’s luxury gamble fails

Saks Global’s luxury gamble fails

Jan 14, 2026

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only availa...

112
CPI hits a sweet spot as earnings kick off

CPI hits a sweet spot as earnings kick off

Jan 13, 2026

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39) Show Notes Denny’s goes privat...

113
Trump targets Iran trade with new tariffs

Trump targets Iran trade with new tariffs

Jan 13, 2026

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29) Epis...

114
Paramount presses Warner board

Paramount presses Warner board

Jan 12, 2026

Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card issuers slide after Trump touts 10% rate cap. (...

115
Fed Chair Powell faces criminal investigation

Fed Chair Powell faces criminal investigation

Jan 12, 2026

Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock deal. (01:42) Meta removes 550,000 accounts ...

116
Big banks kick off earnings

Big banks kick off earnings

Jan 11, 2026

Banks usher in Q4 earnings with JPMorgan setting the tone. (0:17) December CPI puts shutdown distortions to the test. (1:14) Trump floats a 10% cap on credit card interest rates. (1:53) Show Notes Ea...

117
Wall Street Roundup: Is everything priced in but normalcy?

Wall Street Roundup: Is everything priced in but normalcy?

Jan 09, 2026

America vs. Venezuela (0:25). Memory, storage stocks soar; AI trade moving to different sectors (3:30). Jobs data this week just fine (6:15). Roblox's longer-term decline (10:00). Thoughts on the mark...

118
Tariffs on decision watch

Tariffs on decision watch

Jan 09, 2026

Supreme Court may decide fate of Trump's tariffs on Friday. (00:22) Alibaba (BABA) shares jump on potential China approval of Nvidia (NVDA) H200 imports. (01:33) Bob Iger: Disney (DIS) will continue t...

119
Apple Card gets a new bank

Apple Card gets a new bank

Jan 08, 2026

JPMorgan Chase acquiring the Apple Card business from Goldman Sachs. (0:15) Costco rallying ahead of tariffs decision. (1:19) BlackRock is not Blackstone. (1:46) Show Notes Top stock picks for Januar...

120
Selloff to surge in defense

Selloff to surge in defense

Jan 08, 2026

Defense stocks rebound after-hours as Trump proposes $1.5T ‘Dream Military’ budget plan. (00:23) Ford (F) to get eyes-off driving tech, starting with $30,000 EV in 2028. (01:53) Alphabet (GOOG) (GOOGL...

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