Wall Street Breakfast

Seven & i has named its first foreign CEO and is gearing up for a U.S. IPO along with a stock buyback plan. Meanwhile, SpaceX admits Starlink is only a partial solution for air traffic systems, and Victoria's Secret reports strong earnings but warns of upcoming challenges. In other news, Trump's delay on tariffs for automakers creates ripples in the automotive sector. Join the conversation as economic updates unfold and market trends are analyzed!

OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)Show NotesTech stocks that can withstand the stormDisney planning ABC layoffsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

CrowdStrike's Q4 performance beats estimates but faces a stock slip due to a gloomy outlook. TikTok is ramping up local services in the U.S. with new hiring initiatives. Meanwhile, Disney is cutting 6% of its workforce as part of a major restructuring strategy. The podcast dives into the implications of these corporate moves and explores shifting market trends, highlighting a busy week for investors.

The consequences of the 'bro bubble' bursting in stocks and crypto are discussed. Target faces increased profit pressures, raising concerns about its future. The podcast delves into the analysis of stock performance post-Election Day and the effects of an ongoing trade war. Meanwhile, Uber and Waymo are making strides with driverless rides in Austin. Listeners can also learn about tactical investment shifts towards safer assets and insights on companies resilient to tariffs.

The auto industry faces turmoil as new tariffs send stocks tumbling. Major automakers and suppliers are feeling the pressure, with market volatility on the rise. In other news, Walgreens gains traction with a potential $10 billion takeover, while 23andMe deals with leadership challenges. Bitcoin experiences fluctuations, reminiscent of market storminess. The impacts of geopolitical tensions loom large, influencing key players and financial updates across the board.

Economic anxiety looms as the ISM Manufacturing Index reveals rising costs and declining orders, hinting at stagflation. AbbVie dives into the weight-loss industry, potentially reshaping healthcare investments. Meanwhile, Kroger faces leadership changes with its CEO’s resignation, and Domino's spices things up by introducing a stuffed crust pizza. The conversation also touches on strategic picks in the healthcare sector, showcasing how corporate news intertwines with broader market trends.

Cryptocurrencies are experiencing a thrilling surge, with Bitcoin briefly crossing $95K, fueled by talks of a U.S. strategic reserve. Experts like Jeremy Grantham warn that the stock market may be facing a 'super bubble.' Meanwhile, protests targeting Elon Musk are impacting Tesla's bottom line. With AI investments escalating in China and Europe rallying behind Ukraine, the market landscape is buzzing with significant shifts and opportunities.

This discussion highlights the expected rise in payrolls and steady jobless rates, unpacking their potential market impacts. Target's forthcoming earnings are set to create a buzz. The podcast also dives into the AI revenue landscape, exploring the discrepancies between projected and actual earnings due to rising costs. Geopolitical dynamics influencing AI collaborations are examined, alongside shifting strategies in income investments. A key question arises: is it time to rethink using bonds as a hedge?

Nvidia's impressive earnings reaffirm its strong market position, even amid a stock dip. Upcoming tech earnings from companies like Broadcom and CrowdStrike are generating buzz. Tesla faces hurdles as its CEO's image sways investor confidence. Proposed Medicaid cuts raise alarms for major players like UnitedHealth. Broader economic concerns linger, with jobless claims and inflation impacting consumer sentiment. Earnings reports signal changes in retail strategies as companies navigate tariffs and evolving consumer expectations.

This discussion covers the biggest stock movers, including a surprising rally from Red Robin and a strong performance from SoundHound. Rocket Lab faces revenue shortfalls, shaking investor confidence, while Edison International reassures about wildfire funds. Meanwhile, TikTok plans a hefty $8.8 billion investment in data centers in Thailand. Bitcoin is also making headlines, nearing a potential loss of all its post-election gains, and Alphabet finds itself in oversold territory for the first time in five months.