Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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161
Wall Street Roundup: big name earnings

Wall Street Roundup: big name earnings

Jan 30, 2026

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30...

162
Trump picks Kevin Warsh as next Fed chief

Trump picks Kevin Warsh as next Fed chief

Jan 30, 2026

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21) Show Notes Miss the action? You can still bet on Fed chair ...

163
Fed chair pick—today?

Fed chair pick—today?

Jan 30, 2026

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% ...

164
Software selloff hits tech, markets

Software selloff hits tech, markets

Jan 29, 2026

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)     Show Notes Altria...

165
Big Tech lights up the premarket

Big Tech lights up the premarket

Jan 29, 2026

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla ...

166
Fed hits the pause button

Fed hits the pause button

Jan 28, 2026

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)   Show Notes Amazon c...

167
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...

168
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...

169
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...

170
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'...

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