Wall Street Breakfast

Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) Show Notes Earnings Calendar 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.

This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz Show links: Will War Trigger A Bear Market And Spike In Oil? Will Macroeconomic Shocks Lead To Business Cycle Recession? War Scenarios: A Guide For Investors Episode transcripts: seekingalpha.com/wsb Get 20% off James' Successful Portfolio Strategy 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.

Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025. Show links: Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint Is the IPO market back? Market Pricing In Status Quo 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.

Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike Oracle stock surge bumps Larry Ellison to world's second richest person Air India crash is likely to draw scrutiny to airplane configuration at take-off 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.

Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02) Show Notes A.I. Joe – The Unreal American Hero BlackRock looks to dominate crypto 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.

Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: ORCL, OKLO, and more Huawei ‘has China covered’ if US stays out, says Nvidia CEO What's hot and what's cold in the beverage sector China to place six-month limit on rare earth export licenses for U.S. firms - report 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.

CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53) Show Notes More nuclear-AI love Tesla sets tentative robotaxi debut date 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.

Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: GME, PLAY, and more JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon' U.S. and China agree on framework over trade disputes; leaders nod pending Elon Musk regrets some of his posts about Donald Trump, says 'went too far' 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.

The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30) Show Notes Citi boosts its S&P target and earnings forecast 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.

UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: LMNR, NVO, and more Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids Meta's Zuckerberg hiring to form 'superintelligence' AI team - report Walt Disney closes deal to fully acquire Hulu 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.

The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54) Show Notes Shakeup coming in one of the biggest gold ETFs 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.

Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: Air mobility stocks, and more China's trade surplus widens amid weaker exports and deeper import slump IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal U.S. solar manufacturing surges, but installations set to decline over next five years 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.

May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47) 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.

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00). Episode transcripts: seekingalpha.com/wsb Show links: Musk And Trump Fight Goes Off The Rails Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates 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.

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: TSLA, DOCU, and more Amazon set to test AI-powered humanoid robots for deliveries - report Rent the Runway's refreshed inventory lures in new shoppers DocuSign crashes as company lowers full-year billings guidance 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.

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48) Show Notes ETF inflows surge 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.

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: MDB, TOPS, and more Trump signs travel ban for citizens from 12 countries, citing security concerns Canada to hold off response on higher U.S. metals tariffs Global energy investment to touch record $3.3 trillion in 2025, IEA says 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.

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50) Show Notes Highest-conviction picks from Jefferies 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.

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: CRWD, HPE, and more Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter Wells Fargo's asset cap is lifted by Federal Reserve after seven years Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions' 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.

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04) Show Notes Meta buying nuclear power Is the tech rally vulnerable? 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.