Wall Street Breakfast

Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA...

23 Dec 20246min

The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)Show No...

22 Dec 20246min

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks HardREITs: Very Bond-LikeEpisode transcripts: seeki...

21 Dec 20245min

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement re...

20 Dec 202414min

Turmoil hits Capitol Hill and stock futures tumble  (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)Show NotesEU approves Nvidi...

20 Dec 20248min

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)Show NotesUBS' 25 highest conviction ...

19 Dec 20247min

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).Episode transcripts: seekingalpha.com/wsbShow links: Micro...

19 Dec 20245min

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)Show Notes25 top picks for...

18 Dec 20247min