Wall Street Breakfast

TSMC, Lam Research spark early market rally

Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28) Bilt introduces three new cards with 10% introductory APR. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Bank CEOs push back against Trump’s call for credit card interest rate cap Amazon challenges Saks’ chapter 11 filing, calls equity stake “presumptively worthless”Trump holds off on critical minerals tariffsElon Musk's xAI blocks Grok from undressing images after global backlashSign 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.

Gold and silver hit new highs

Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)  Show NotesBiggest hedge funds shortsEpisode 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.

Saks Global’s luxury gamble fails

Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report. (01:34) Musk says Tesla (TSLA) FSD only available as subscription after Feb. 14. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: INTC, WRD, TVTX, and moreU.S. formally clears Nvidia H200 AI chip exports to China with some conditionsChina's customs agents told not to allow Nvidia's H200 chips to enter country: reportUberEats and DoorDash allegedly curtailed tipping for delivery drivers - updateSign 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 hits a sweet spot as earnings kick off

December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on ‘26. (1:39)Show NotesDenny’s goes privateEpisode 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 targets Iran trade with new tariffs

Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of aggressive U.S. expansion. (02:29)Episode transcripts seekingalpha.com/wsb.Show links: JPMorgan ahead of Q4: SA Quant says Hold, Wall Street stays BullishNvidia says no upfront payment needed for H200 chipsSK Hynix to invest $13B in South Korean AI chip packaging plantSign 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.