Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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61
CAT powers up ag automation

CAT powers up ag automation

Apr 15, 2026

Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh ...

62
Banks mixed as earnings season starts

Banks mixed as earnings season starts

Apr 14, 2026

Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02)     ...

63
PC rally fades on Nvidia denial

PC rally fades on Nvidia denial

Apr 14, 2026

PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN...

64
Netflix ad outlook lifts sentiment

Netflix ad outlook lifts sentiment

Apr 13, 2026

 Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordabilit...

65
Flight cuts deepen on fuel shock

Flight cuts deepen on fuel shock

Apr 13, 2026

Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big on cancer comeback with aggressive trial...

66
Earnings season begins as Trump threatens Hormuz blockade

Earnings season begins as Trump threatens Hormuz blockade

Apr 12, 2026

Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00...

67
Wall Street Roundup: risk on/risk off

Wall Street Roundup: risk on/risk off

Apr 10, 2026

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17) Show links:  U.S. stocks ...

68
AI alarm hits Wall Street

AI alarm hits Wall Street

Apr 10, 2026

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Serv...

69
STAAR prelims signal upside

STAAR prelims signal upside

Apr 09, 2026

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copi...

70
Markets pop on peace hopes

Markets pop on peace hopes

Apr 08, 2026

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California wa...

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