Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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61
Masimo jumps as Danaher nears $10B deal

Masimo jumps as Danaher nears $10B deal

Feb 17, 2026

Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (...

62
Walmart headlines holiday earnings week

Walmart headlines holiday earnings week

Feb 15, 2026

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37) Show Notes Goldma...

63
Wall Street Roundup: economic data, earnings updates

Wall Street Roundup: economic data, earnings updates

Feb 13, 2026

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30) Episode transcripts: seeking...

64
Buy now, pay later: A split decision

Buy now, pay later: A split decision

Feb 13, 2026

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federa...

65
Gallup ends presidential approval tracking

Gallup ends presidential approval tracking

Feb 12, 2026

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)...

66
McDonald’s arching toward 50K

McDonald’s arching toward 50K

Feb 12, 2026

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Count...

67
Jobs beat shifts Fed cut timeline

Jobs beat shifts Fed cut timeline

Feb 11, 2026

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13) Show Notes Key levels frothy assets have to ke...

68
Amazon adds BETA to cart

Amazon adds BETA to cart

Feb 11, 2026

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sue...

69
Flat retail sales highlight K-shaped economy

Flat retail sales highlight K-shaped economy

Feb 10, 2026

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56) ...

70
BP cuts the flow on buybacks

BP cuts the flow on buybacks

Feb 10, 2026

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery d...

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