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Wall Street Breakfast

Latest episodes

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Jun 6, 2025 • 27min

Wall Street Roundup: A tale of two Teslas

Elon Musk's political maneuvering collides with Tesla's future as debates over EV incentives heat up. The financial landscape shifts with AI stocks like Broadcom and CoreWeave making headlines, alongside Dollar General's earnings bounce. Tariff talks and inflation data stir market reactions, while the Fed faces pressure amid leadership challenges. Exciting upcoming earnings from tech giants and retailers hint at the pervasive influence of AI on performance and profitability.
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Jun 6, 2025 • 5min

GLP-1s, Gen Z dent Jack Daniel’s sales

This discussion dives into Brown-Forman's struggles with Jack Daniel's sales, influenced by changing consumer trends and a dip in demand from Gen Z. Meanwhile, Tesla sees a rebound as the atmosphere between Musk and the White House appears to improve. Circle's stock skyrockets with a successful public debut, showcasing market resilience. The conversation also touches on the broader economic landscape, including Lululemon's disappointing results and the growing impact of AI on future forecasts.
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Jun 5, 2025 • 6min

Is Tesla losing a Trump premium?

Elon Musk's recent criticisms of Trump spark concerns about Tesla's stock stability. The podcast dives into the economic fallout of their tensions and what it means for investors. Meanwhile, 23andMe faces bankruptcy challenges, with its asset auctions stealing the spotlight amidst allegations of unfairness. On a brighter note, there’s a surge in ETF market optimism, indicating a buoyant investor sentiment. Tune in for insights into these financial hot topics!
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Jun 5, 2025 • 7min

Auto trouble brewing over rare earth curbs

The automotive industry is bracing for disruptions as China's rare earth curbs threaten supply chains. Kimberly-Clark is close to selling its international tissue business for $3.5 billion, while Citigroup announces 3,500 job cuts in its tech centers in China. Additionally, the podcast highlights market movements, including gains in crude oil and Bitcoin, and Varant Systems' remarkable growth driven by AI. Amid these shifts, there’s a focus on the broader economic outlook and its implications for various sectors.
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Jun 4, 2025 • 5min

Wedbush AI ETF debuts

A groundbreaking AI-focused ETF has just launched, showcasing 30 companies handpicked by analyst Dan Ives. The discussion dives into the lackluster job growth in the private sector and its potential implications. In a surprising twist, UnitedHealth has canceled stock awards for its former CEO, raising eyebrows. The podcast also updates listeners on major tech stocks like Apple and Hewlett-Packard Enterprise, examining their performance in the current market landscape. It's a blend of innovation and key economic insights!
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Jun 4, 2025 • 6min

Texas puts snacks on notice

Texas is on the verge of introducing warning labels for unhealthy snacks and drinks, stirring debate among stakeholders. Meanwhile, AMC plans to increase its ad presence in theaters, changing the movie-going experience. Additionally, Klarna teams up with Visa to launch a new payment card, paving the way for innovative shopping solutions. The podcast also touches on recent market movements and the challenges in trade talks between Trump and Xi Jinping.
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Jun 3, 2025 • 5min

Barbie gets her own film studio

Mattel is launching a new studio to bring Barbie and other iconic brands to the screen, marking a thrilling shift in entertainment. Dollar General is optimistic about its financial outlook amid good news in the retail sector. Meanwhile, Hims & Hers is gearing up for expansion in Europe. However, not all companies are thriving; NIO's recent financial results have disappointed investors. The podcast also explores the tech rally's potential vulnerabilities in the current economic climate.
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Jun 3, 2025 • 6min

Tech, Media Giants Slash More Jobs

Microsoft has confirmed over 300 layoffs, while Disney plans to cut hundreds more jobs. The podcast delves into the implications of these job reductions across various sectors. Additionally, it explores record labels considering licensing music to AI companies in an effort to resolve legal disputes. The discussion also highlights key market movers and the latest trade negotiations ahead of an important tariff deadline.
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Jun 2, 2025 • 4min

Meta aims to fully automate ads with AI

Meta is on a mission to revolutionize advertising by using AI to automate ad creation and targeting. The potential concerns brands have about AI impacting ad quality are also explored. In other news, Campbell's reports a rise in home cooking since the pandemic, and betting stocks are experiencing a shakeup thanks to new tax regulations in Illinois. Meanwhile, new AI stock darling Nebius is looking to raise cash, while Morgan Stanley remains optimistic about U.S. market resilience.
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5 snips
Jun 2, 2025 • 6min

Steel surges on tariff hike

U.S. steel stocks are on the rise after President Trump’s announcement to double tariffs, aiming to protect American jobs. Meanwhile, predictions suggest a weakening U.S. dollar could shake up global currencies by mid-2026. Corporate news also shines with Indivior’s shift, opting to delist from the London Stock Exchange while focusing on its Nasdaq listing. The podcast further explores broad market trends and the implications of recent FDA approvals, creating a dynamic landscape for investors.

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