Wall Street Breakfast

Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie ...

13 Helmi 20256min

January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin s...

12 Helmi 20256min

Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a ...

12 Helmi 20255min

AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an AI continentMoomoo is an advanced investi...

11 Helmi 20256min

Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite DeepSeek cost impact - reportNasdaq, S&P...

11 Helmi 20255min

The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earnin...

10 Helmi 20254min

Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to ...

10 Helmi 20255min

January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksE...

9 Helmi 20256min