Wall Street Breakfast

Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Friday: INTC, ISRG, and more
Amazon's another round of layoffs starts next week - report
Downtown Las Vegas casino owner gets creative in trying to convince Canadians to return
Netflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FT

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Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18)  

Show Notes
BofA’s best ideas list
Register for Investing Experts Live: Top Ideas 2026

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.

Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: DDOG, BABA, and more
Apple starts Lunar New Year discounts in China, up to 1,000 yuan
Trump administration to offer states deals to host nuclear waste - Reuters
Goldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demand

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Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13)  

Show Notes
Analysts defend Netflix amid underwhelming guidance
Register for Investing Experts Live: Top Ideas 2026

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.

Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family homes. (01:35) Amazon (AMZN) gets approval to open megastore in Chicago suburb. (02:06)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: NFLX, UAL, and more
Key takeaways from Netflix earnings: Stock dips despite beat
OpenAI unveils Stargate community plan to keep energy costs in check
Alibaba joins hands with China’s top nuclear firm to power AI expansion - report

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