Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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151
Stellantis pays $26B for EV bets

Stellantis pays $26B for EV bets

Feb 06, 2026

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as...

152
Crypto crash continues

Crypto crash continues

Feb 05, 2026

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings f...

153
Alphabet’s growth comes with a capex bill

Alphabet’s growth comes with a capex bill

Feb 05, 2026

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperfo...

154
Washington Post announces sweeping layoffs

Washington Post announces sweeping layoffs

Feb 04, 2026

The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry warns of a crypto death spiral. (2:15) Sho...

155
Bahama Breeze comes off Darden’s menu

Bahama Breeze comes off Darden’s menu

Feb 04, 2026

Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market valu...

156
PayPal CEO out, Disney succession set

PayPal CEO out, Disney succession set

Feb 03, 2026

PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30) Show Notes ...

157
Palantir powers past expectations

Palantir powers past expectations

Feb 03, 2026

Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 co...

158
Disney outlook casts a shadow

Disney outlook casts a shadow

Feb 02, 2026

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00...

159
Cautious start for Wall Street

Cautious start for Wall Street

Feb 02, 2026

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000...

160
Warsh looms over jobs report

Warsh looms over jobs report

Feb 01, 2026

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation b...

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