Wall Street Breakfast

Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

Show Notes
January jobs report delayed

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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.