Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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11
Henkel adds shine with Olaplex

Henkel adds shine with Olaplex

Mar 26, 2026

Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable f...

12
Trump taps tech elite for science council

Trump taps tech elite for science council

Mar 25, 2026

The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit inv...

13
Peace plan pumps futures

Peace plan pumps futures

Mar 25, 2026

Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Ha...

14
Trading before the Tweets

Trading before the Tweets

Mar 24, 2026

Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record....

15
FCC router ban plugs into gains

FCC router ban plugs into gains

Mar 24, 2026

U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:5...

16
Trump roils markets touting quick end to Iran war

Trump roils markets touting quick end to Iran war

Mar 23, 2026

Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2...

17
Gold loses safe haven shine

Gold loses safe haven shine

Mar 23, 2026

Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy sta...

18
Trump gives Hormuz ultimatum but markets wary

Trump gives Hormuz ultimatum but markets wary

Mar 22, 2026

Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15) Sho...

19
SMCI hit by export scandal

SMCI hit by export scandal

Mar 20, 2026

Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) ...

20
BoE fear hits Fed bets

BoE fear hits Fed bets

Mar 19, 2026

BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising...

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