Wall Street Breakfast

This episode analyzes the recent surge in oil prices driven by Middle East conflicts, explores potential price targets up to $150/barrel, and examines the inflationary impacts on upcoming CPI data.

This episode analyzes the market implications of the U.S.-Israel strikes in Iran that killed Supreme Leader Khamenei, focusing on oil price surges, regional market reactions, and upcoming economic data.

This episode covers CrowdStrike's strong quarterly earnings and the Senate's upcoming vote on military action against Iran.

Anthropic has filed lawsuits against the Pentagon after being dropped from a contract and labeled a supply chain risk over ideological differences regarding AI use in military applications.

This episode covers the FCC's ban on foreign-made Wi-Fi routers for national security reasons, boosting Netgear's stock, along with SK Hynix's equipment acquisition for AI-driven memory chip production.

This episode covers oil price increases due to President Trump's war talk with Iran and discusses Sleep Number's financial struggles and potential bankruptcy.

This episode discusses gold's unexpected decline as a safe-haven asset amid geopolitical tensions and inflation, along with Elon Musk's announcement of a new semiconductor venture called TeraFab in Austin.

This episode reports on Supermicrocomputer's 22% pre-market drop following charges against three individuals linked to the AI server maker for allegedly smuggling $2.5 billion worth of U.S.

This episode covers Nike's stock plunge due to disappointing guidance and China revenue weakness, with options activity hinting at a potential rebound, while also discussing impacts on other retail stocks like RH and Dave & Buster's.

This episode discusses how wealthy investors are pulling billions from private credit funds, forcing managers to limit redemptions and threatening the growth of this Wall Street sector.

This episode covers Oracle's strong quarterly earnings beat and raised guidance, along with Nintendo's stock rally driven by Pokemon game success and Super Mario movie anticipation.

This episode covers TSMC's strong revenue growth driven by AI investment and a legal dispute between Archer Aviation and Joby Aviation over trade secrets and alleged fraud.

This episode covers gold's recent decline and Goldman Sachs' bullish $5,400 target, General Motors' EV production cuts, and Netflix's potential NFL expansion.

This episode covers the sharp decline in futures markets driven by tech weakness, particularly chip stocks and MongoDB, while also addressing infrastructure damage to Amazon Web Services due to Middle East conflicts.

This episode analyzes the surge in oil and gold prices following U.S.-Israeli military action against Iran, which disrupted critical shipping routes and triggered market volatility.

This episode covers G7 finance ministers discussing a coordinated release of petroleum reserves to address surging oil prices due to the Iran war, along with related energy market impacts and a brief mention of Live Nation's antitrust case.

This episode analyzes recent market impacts from the Middle East conflict, including oil price spikes hurting airlines and boosting energy stocks, while discussing private credit risks, AI bubble concerns, and Fed rate uncertainty amid sticky inflation.

This episode discusses how President Trump's claims about a quick end to the Iran war and potential joint control of the Strait of Hormuz reversed market sentiment, leading to stock rallies and oil declines, amid conflicting reports on negotiations.

This episode discusses how travel and leisure stocks are declining due to the U.S.-Israel-Iran conflict and higher oil prices, while also covering broader market trends and specific stock movements like Netflix and AES.

This episode covers rising mortgage rates amid improving housing demand and Netflix's subscription price increases to fund higher content spending.

This episode covers major business news including Henkel's acquisition of Olaplex at a significant premium and JetBlue's potential sale to a rival airline.

President Trump appoints top tech leaders like Mark Zuckerberg and Jensen Wang to a new science advisory council focused on emerging technologies and AI innovation, while also covering market updates on memory stocks and biotech.

This episode examines how markets are reacting to rumors about the Iran conflict, with analysis of suspicious trading activity before official announcements and bullish ratings on AI-linked stocks.

This episode analyzes how global central banks, particularly the Bank of England's hawkish stance, have dramatically shifted market expectations away from Federal Reserve rate cuts this year.

This episode discusses the mysterious appearance of an unclaimed AI model called Hunter Alpha on OpenRouter, which has sparked speculation about whether it's a stealth test by DeepSeek ahead of an official release.

This episode covers NVIDIA's partnership with OpenClaw to launch NemoClaw, an enterprise-ready AI agent framework, and its potential impact on NVIDIA's business and the broader tech industry.

This episode covers financial news including Beyond Meat's delayed annual report filing and revenue estimates, Tesla's battery supply deal with LG Energy Solution, and SK Group's prediction of a prolonged memory chip shortage.

This episode analyzes the upcoming Federal Reserve policy meeting amid surging oil prices and shifting market expectations for interest rates.

This episode covers RH's disappointing quarterly results and outlook amid housing market challenges, along with Oracle's layoffs as part of cost-cutting for AI infrastructure.

This episode analyzes market implications of Trump's ultimatum to Iran over the Strait of Hormuz, oil price volatility, Fed rate expectations, and GameStop's upcoming earnings report.

This episode discusses the largest oil supply shock in history triggered by U.S.-Israel-Iran conflict, its impact on global markets, and related economic forecasts including Federal Reserve rate cut adjustments.

The U.S.

This episode covers Micron Technology's strong quarterly results and guidance that exceeded analyst expectations, along with a brief mention of Swarmer's stock surge.

This episode previews the upcoming holiday-shortened week on Wall Street, focusing on the March employment report's release despite Good Friday, analysis of labor market trends amid geopolitical tensions, and Nike's earnings outlook.

This episode analyzes current inflation trends, focusing on February CPI data, the impact of rising oil prices due to geopolitical tensions, and market reactions including stock movements and corporate news.

This episode analyzes today's volatile market action, including a tech-driven sell-off, recovery attempts, and significant moves in the dollar and oil prices.

This episode covers major AI industry news, including a $1 billion seed funding round for Jan LeCun's startup AMI, legal challenges for Anthropic, and strategic partnerships involving NVIDIA and other tech companies.

This episode covers how a reported U.S.

This episode covers breaking financial news including Trade Desk's stock surge due to potential OpenAI advertising partnership talks and Robinhood's new luxury credit card targeting wealthy customers.

Atlassian announces a 10% global staff reduction to reallocate capital toward AI and enterprise sales, with the CEO framing it as adaptation to changing skill needs rather than AI replacing employees.

This episode covers Mistral AI's $830 million debt raise to purchase Nvidia chips for a Paris data center, DeepSeek's chatbot outage in China, and Bill Ackman's comments on the Middle East conflict.

This episode analyzes the Federal Reserve's decision to hold interest rates steady, with insights on inflation projections, Jerome Powell's commitment to stay amid a DOJ probe, and key takeaways from the FOMC meeting.

This episode covers Adobe's quarterly earnings beat and CEO departure, along with a U.S.

This episode analyzes how geopolitical tensions with Iran and rising oil prices are complicating the Federal Reserve's plans for interest rate cuts, while also covering recent economic data including ISM services and ADP employment reports.

This episode covers Micron Technology's expansion in Taiwan to meet AI-driven demand and Foxconn's profit decline, providing key market updates for investors.

This episode analyzes the surge in oil prices due to shipping disruptions in the Strait of Hormuz amid escalating U.S.-Israel conflict with Iran, featuring expert commentary on supply impacts and market predictions.

This episode covers Anthropic's leak of internal AI coding instructions, Tesla's Q1 vehicle delivery miss, Bed Bath & Beyond's asset acquisition, and new tariffs on steel/aluminum products.

This episode covers major business deals including McCormick's $44.8 billion acquisition of Unilever's foods business, Biogen's purchase of Appellate Pharmaceuticals, and NVIDIA's investment in Marvel Technology.

Brian Stewart discusses how the Iran conflict is driving a defensive shift in markets, with oil majors and telecoms rising while AI stocks decline.

This episode analyzes NVIDIA's recent earnings report, where the stock dropped 5% despite beating expectations and providing strong guidance.