Wall Street Breakfast

Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)Episode transcripts: seekingalpha.com/wsbShow links: The Art Of Being A Contrarian With Courage & Conviction InvestingSteven Bavaria And Samuel Smith's Top Income Picks For 2026This Is A Stock Picker's MarketSign 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.

Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1 guidance. (01:31) Moderna (MRNA) gains as FDA backtracks and accepts flu shot for review. (02:14)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: OXY, DASH, and moreGameStop's Ryan Cohen takes on the 'hollow men' of corporate boardroomsShift away from EVs continues to cost Avis BudgetFigma targets 30% revenue growth for 2026 as AI adoption acceleratesSign 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.

SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after recommendation glitch disrupts 350,000+ users worldwide. (01:20) Palantir confirms it has moved headquarters to Florida from Colorado. (01:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: PANW, NYT, and moreLagarde said to weigh quitting ECB before her term endsHormel Foods sells whole-bird turkey business, forecasts continued organic sales growthPalo Alto declines after guidance reveals revenue surge but lower-than-expected EPSSign 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.

Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH) to push changes - report. (01:08) Costco (COST) sued over rotisserie chicken as nonprofit alleges salmonella at Nebraska plant. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZIM, CMPS, and moreApple adds integrated video podcasts, taking on Spotify and YouTubeMichael Saylor's Strategy says it can weather Bitcoin drop to $8,000 while covering debtGoldman Sachs to drop DEI criteria for its board, WSJ reportsSpaceX to compete in Pentagon contest for autonomous drone tech - reportSign 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.

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37)Show NotesGoldman’s AI pair tradesEarnings CalendarDividend RoundupEpisode 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.

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30)Episode transcripts: seekingalpha.com/wsbShow links: Tech Tug Of War: Fear Vs. GreedInitial jobless claims were slightly higher than expected in past weekWidening gap between CPI and PPI is what truly matters for the stock market – strategistSign 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.

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks.Episode transcripts seekingalpha.com/wsb.Show links: Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansionAffirm: Groceries On Credit? The Shift In BNPL And The Credit MarketAffirm: Merchant Concentration And U.K. Challenges Point To 30% DownsideKlarna Group plc (KLAR) Q3 2025 Earnings Call TranscriptKlarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With CaveatsSign 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.

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38)Show NotesThe big stealth rally that few noticedEpisode 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.

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, FSLY, QS, and moreHouse votes to end Canada tariffs as six Republicans defy TrumpCisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovationAppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansionSign 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.

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)Show NotesKey levels frothy assets have to keepEpisode 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.

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: HOOD, NET, and moreOpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: reportActivist investor Ancora set to oppose Warner Bros.' deal with Netflix - reportMusk’s xAI loses second co-founder in two days as Jimmy Ba departsSign 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.

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)Show NotesGoldman Sachs Panic Index near ‘max fear’Episode 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.

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ON, CRDO, and moreCisco introduces AI networking chipAmazon said to pitch AI content marketplace to publishersOpenAI confirms ad testing will start today as Anthropic ad resonates with consumersSign 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.

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    Show NotesWedbush adds two names to Ives AI 30 list     Super Bowl Indicator Leans BullishEpisode 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.

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) Episode transcripts seekingalpha.com/wsb.Show links: The Super Bowl indicator returns as Wall Street’s superstitionChina urges banks to curb U.S. Treasury exposure - reportElon Musk: SpaceX prioritizes building city on moon over MarsAs the dollar goes, so go Trump's approval ratings - BofASign 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.

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  Show NotesChart of the weekEarnings CalendarDividend RoundupEpisode 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.

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)Show Notes:President Trump unveils TrumpRx website for low-cost prescription drugsBitcoin and software stocks have been more correlated in the last monthsEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as bitcoin touches 16-month low. (02:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, STLA, and moreIntel, AMD notify customers in China of lengthy waits for CPUs - ReutersPresident Trump unveils TrumpRx website for low-cost prescription drugsAmazon targets $200B in capital expenditures for AWS and signals rapid AI-driven growth through 2026Sign 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.

Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims rise as job cuts surge and JOLTS openings fall sharply. (1:57)  Show NotesStocks to buy amid the ‘software apocalypse’ – WedbushSpotify to sell physical booksEpisode 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.

Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14) Pizza Hut (YUM) to close some underperforming stores in the U.S. as part of a brand reset. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, GOOG, and moreRare earth stocks sink as Trump administration floats tariffs to implement price floorNvidia's AI chip sale to ByteDance hinges on conditions set by Trump administration: reportNike faces U.S. probe for alleged DEI-related discrimination against white workersSign 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.