Wall Street Breakfast

Microsoft in pole position for Agentic AI

Wall Street Breakfast

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40) Show Notes Stocks look halfway done with pullback as bull market resets  Robinhood named best idea for 2025 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.

Pay to Stay: Starbucks refreshes store rules

Wall Street Breakfast

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Tuesday: KBH, CHGG, and more Not just X! Elon Musk said to be the running for TikTok U.S. MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin D-Wave inks share sale agreement worth up to $150M, quantum stocks dip 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.

Retail stocks punished after holiday updates

Wall Street Breakfast

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after slashing sales outlook for 2025 Find out more about Seeking Alpha's Virtual Analyst Reports here.

Canada ready to counter Trump tariffs

Wall Street Breakfast

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42) Episode transcripts seekingalpha.com/wsb. Show links:  Biggest stock movers Monday: ITCI, and SAGE Apple plans iPhone revamp, push into smart home, catching up with AI: report Amid a global selloff, the right move might be to buy more bonds TikTok ban: Supreme Court skeptical of free speech arguments 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.