Wall Street Breakfast

Trump's about-face on Greenland tariffs boosted stocks significantly. A massive 1,000% surge from Sandisk highlights its pivot to cutting-edge, AI-driven storage. Natural gas prices soared over 50% due to a deep freeze ramping up heating demand. NVIDIA's CEO emphasizes the immense infrastructure needs for AI, while praises for Anthropic's Claude and ChatGPT at Davos underline their importance in development. Netflix faces mixed guidance, but analysts remain optimistic about its growth potential.

Berkshire Hathaway is considering unloading its 27.5% stake in Kraft Heinz, sending the stock down. Trump has signed an order limiting Wall Street investors from buying single-family homes to improve affordability. Amazon is set to launch a massive megastore in Orland Park, creating jobs and boosting local tax revenue. Meanwhile, Netflix shares dipped despite outperforming expectations, and Alibaba is teaming up with China's top nuclear firm to enhance its AI efforts.

Netflix is shaking things up with a bold all-cash bid for Warner Bros. Discovery, sparking discussions about potential deal implications. Meanwhile, Intel receives a boost from upgrades ahead of earnings, and 3M reveals a cautious outlook for 2026. Investors are flocking to gold as prices soar past $4,700 amid geopolitical turmoil. Lastly, tech buying opportunities are highlighted as tariff fears begin to ease. Tune in for insights on market movements and future tech innovations!

Futures are slipping following President Trump's tariff warnings, causing notable market movements. The NYSE is set to launch a 24/7 trading platform for tokenized securities, allowing for faster transactions. Tesla could benefit from changes in Canada-China EV tariffs, despite some price restrictions. GSK's $2.2 billion tender for RAP Therapeutics has sparked interest, while analysts are keeping an eye on broader financial trends and geopolitical developments.

Tariff threats from Trump escalate U.S.-European tensions as European leaders consider a 'trade bazooka' response. Macron takes a stand against intimidation and plans to activate the EU's anti-coercion tool. Meanwhile, discussions on AI and its impact on the economy heat up at Davos, featuring top CEOs. In entertainment, Netflix's upcoming earnings are under the spotlight amid speculation of a Warner Bros. deal, with analysts debating the implications of its ad strategy.

Trump is advocating for an emergency auction to fund new power plants through tech firms, shaking up the energy sector. Disney's leadership shakeup sees Kathleen Kennedy stepping back from 'Star Wars' as new heads step forward. Jamie Dimon firmly declines the Fed chair position while hinting he might consider Treasury. The podcast also delves into notable stock movements and insights on tech earnings potentially signaling a validation of AI. Other headlines include warnings from France about Greenland and significant layoffs in U.S. megabanks.

TSMC's impressive Q4 profit surge and ambitious capex plan are sparking interest among wafer-equipment suppliers like Lam Research. Meanwhile, Verizon has restored service after a nationwide outage and is offering credits to upset customers. Bilt introduces new credit cards with a striking 10% introductory APR, catering to mortgage payments. Other hot topics include Amazon's challenge against Saks and the latest updates from Elon Musk's xAI amid global backlash. It's a buzzing day in the market with plenty to watch!

Gold and silver are soaring to record highs, driven by safe-haven demand amid geopolitical uncertainties. Citi has set ambitious short-term targets for these metals, aiming for $5,000 gold and $100 silver. Meanwhile, Netflix is shifting gears with an all-cash bid for Warner, facing competition from Paramount Skydance. In bank earnings, Citi outperformed while Wells Fargo and BofA gave mixed results. Plus, Honeywell is eyeing a Quantinuum IPO after previous funding with major players like JP Morgan.

Saks Global's ambitious luxury gamble falls flat as it files for Chapter 11 bankruptcy, burdened by massive debt. Coca-Cola pulls the plug on its Costa Coffee sale due to disappointing bids, hinting at a possible future revisit. Meanwhile, Tesla's Elon Musk reveals Full Self-Driving will become subscription-only after Valentine's Day. Other hot topics include Nvidia's AI chip exports complications and ongoing gig-economy tipping controversies. Tune in for a wrap-up on market movers, economic indicators, and more!

Core CPI readings come in cooler, creating a favorable economic outlook. Trump mounts renewed pressure on Powell, igniting debates on inflation risks. Earnings season kicks off with JPMorgan delivering an optimistic 2026 forecast. Denny’s prepares for a new chapter as shareholders approve a buyout. Meanwhile, Wells Fargo issues caution about the future of cable operators amid rising competition from fiber and fixed wireless. Exciting times unfold on Wall Street!