Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

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Episode (200)

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81
Palantir powers past expectations

Palantir powers past expectations

Feb 03, 2026

Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 co...

82
Disney outlook casts a shadow

Disney outlook casts a shadow

Feb 02, 2026

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00...

83
Cautious start for Wall Street

Cautious start for Wall Street

Feb 02, 2026

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000...

84
Warsh looms over jobs report

Warsh looms over jobs report

Feb 01, 2026

Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation b...

85
Wall Street Roundup: big name earnings

Wall Street Roundup: big name earnings

Jan 30, 2026

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30...

86
Trump picks Kevin Warsh as next Fed chief

Trump picks Kevin Warsh as next Fed chief

Jan 30, 2026

Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21) Show Notes Miss the action? You can still bet on Fed chair ...

87
Fed chair pick—today?

Fed chair pick—today?

Jan 30, 2026

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% ...

88
Software selloff hits tech, markets

Software selloff hits tech, markets

Jan 29, 2026

Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)     Show Notes Altria...

89
Big Tech lights up the premarket

Big Tech lights up the premarket

Jan 29, 2026

Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla ...

90
Fed hits the pause button

Fed hits the pause button

Jan 28, 2026

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)   Show Notes Amazon c...

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