Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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181
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...

182
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...

183
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...

184
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...

185
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...

186
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...

187
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. (...

188
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 ...

189
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...

190
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...

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