Wall Street Breakfast

Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ORCL, crypto stocks, and more
Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
Ford, Xiaomi deny report on EV partnership talks
Disney nears naming parks head D'Amaro as next CEO - Bloomberg

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Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)

Show Notes
Earnings Calendar
Dividend Roundup

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.

Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)

Show Notes:
Trump picks Kevin Warsh as new Fed Chair
Tesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-down
The Mag 7 are no longer trading as a unified group

Episode transcripts: seekingalpha.com/wsb

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Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)

Show Notes
Miss the action? You can still bet on Fed chair

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.

Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

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