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Wall Street Breakfast

Latest episodes

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4 snips
Jan 14, 2025 • 6min

Microsoft in pole position for Agentic AI

In a recent analysis, the underscored potential of Agentic AI reveals it as an underappreciated asset. As inflation cools, markets remain cautious, navigating through mixed signals. Meanwhile, corporate performance management tightens, with Meta planning to let go of 5% of its workforce. This shift hints at a larger trend in strategic layoffs amid a volatile market. Lastly, insights point towards an optimistic reversal, suggesting Robinhood might just be the standout investment for 2025.
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Jan 14, 2025 • 6min

Pay to Stay: Starbucks refreshes store rules

Starbucks is shaking things up with new store policies aimed at enhancing its coffeehouse experience. Meanwhile, Honeywell faces pressure to break up amid investor dissatisfaction. Comcast is making headlines with a minority stake in the Sixers and plans for a new arena in Philadelphia. The podcast dives into broader corporate strategies and market trends, touching on the Federal Reserve's economic discussions and the shifting landscape of major industries.
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6 snips
Jan 13, 2025 • 7min

Retail stocks punished after holiday updates

The ICR retail conference reveals disappointing holiday sales forecasts, hitting major retailers hard. Oil prices surge due to new sanctions on Russian exports. Nvidia expresses concerns over a new AI diffusion rule affecting national security. Meanwhile, Moderna faces a sharp decline in its revenue outlook for 2025, while Caterpillar receives a positive forecast. The impact of earnings season on tech stocks remains crucial amid these fluctuating market conditions.
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Jan 13, 2025 • 6min

Canada ready to counter Trump tariffs

Canada is poised to unleash counter-tariffs in response to potential trade actions from Trump. Meanwhile, Europe’s largest pension fund has sold its shares in Tesla following concerns over Musk's compensation. In another twist, the White House has postponed a decision on Nippon Steel's pursuit of U.S. Steel amid market uncertainties. Add to this the shifting landscape with global selloffs prompting advice to buy bonds, and the looming TikTok ban sparks Supreme Court debates on free speech.
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6 snips
Jan 12, 2025 • 6min

Big banks kick off earnings season

The podcast dives into the earnings season of major banks like JPMorgan and Wells Fargo, analyzing the impact on market predictions. Insights on a hot CPI signal potential challenges for rate cuts. It also discusses the staggering economic effects of L.A. wildfires, speculating they may become the costliest ever. Additionally, Zuckerberg’s criticisms of Apple and an analysis of overbought and oversold stock markets round out an engaging discussion on global financial trends.
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Jan 10, 2025 • 14min

Intertwined markets and upcoming earnings

Investors are grappling with slow starts in 2025 amid economic uncertainties. Tariff talks stir concerns over consumer prices and trade wars. The U.S. Treasury market is reflecting a 'no landing' scenario, with implications for interest rates and Bitcoin's influence on tech stocks. Meanwhile, the semiconductor sector shines brightly post-CES, driven by AI demands. Upcoming earnings from major banks and health insurers suggest a resilient economic outlook, despite recent challenges in the sector.
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Jan 10, 2025 • 6min

Wildfire costs blaze toward historic highs

Wildfire costs in California are swinging toward a staggering $135B-$150B, marking a potential record. Meanwhile, TikTok's legal battle over a U.S. ban heads to the Supreme Court, raising concerns over free speech and national security. Macy's is set to close 66 underperforming stores as it adapts to market changes. In positive news, Taiwan Semiconductor reports strong Q4 revenue fueled by AI demand, showcasing resilience amidst market fluctuations. Plus, BLOCK is rebranding with a new ticker symbol to reflect its evolving interests.
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Jan 8, 2025 • 6min

Nvidia pulls the rug out from under quantum stocks

The CEO of Nvidia warns it could take 20 years for quantum computers to become practical, leading to a notable decline in quantum stock values. AMC's leadership shares the struggles of shareholders, while a slew of NFL favorites win, causing a shakeup in gaming stocks. The podcast also highlights potential mergers and acquisitions in the software sector and examines how recent downgrades of AMD relate to Nvidia's performance, painting a vivid picture of today’s market dynamics.
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Jan 8, 2025 • 6min

Shell lowers Q4 outlook, trims LNG output

Shell has adjusted its Q4 outlook, signaling a decrease in LNG output. Goodyear is offloading its Dunlop brand to Sumitomo Rubber for a hefty $701 million. Delta Airlines is shaking things up by linking its SkyMiles program with Uber, ending its partnership with Lyft. The financial landscape is shifting with market trends and potential stock movements to keep an eye on.
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4 snips
Jan 7, 2025 • 7min

Aurora partners with Continental and Nvidia

Aurora's groundbreaking partnership with Nvidia for driverless trucks is turning heads, sparking a 50% surge in their stock. The labor market shows intriguing trends, with job openings up despite lower hiring rates. In corporate news, Meta has decided to end third-party fact-checking amid scrutiny. Tesla faces a downgrade, while Getty Images and Shutterstock are set to merge, reshaping the media landscape. Wells Fargo identifies 31 companies with high growth potential, hinting at exciting investment opportunities.

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