Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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181
Brewing U.S. relief with Brazil beans

Brewing U.S. relief with Brazil beans

Nov 21, 2025

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its...

182
Nvidia battles the bears

Nvidia battles the bears

Nov 20, 2025

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21) Show Notes T...

183
Delayed jobs numbers drop today

Delayed jobs numbers drop today

Nov 20, 2025

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (...

184
Xiaomi EVs power into profit

Xiaomi EVs power into profit

Nov 19, 2025

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors inclu...

185
Cloudflare outage hamstrings internet

Cloudflare outage hamstrings internet

Nov 18, 2025

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37) Show Notes Goldman’s best AI pro...

186
Bitcoin slides below $90K

Bitcoin slides below $90K

Nov 18, 2025

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel s...

187
Jeff Bezos creating AI startup

Jeff Bezos creating AI startup

Nov 17, 2025

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05) Show Notes Netflix 10-for-1 stock ...

188
Who leads Apple next?

Who leads Apple next?

Nov 17, 2025

Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival ...

189
Nvidia: 'nuff said

Nvidia: 'nuff said

Nov 16, 2025

Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40) Show Notes  Earnings Calendar Dividend Roundup Episode tran...

190
Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears

Nov 14, 2025

Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (...

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