Wall Street Breakfast

Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54)  

Show Notes
Amazon cuts 16,000 jobs

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ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: TXN, QRVO, and more
Amazon reportedly sends premature layoff email to workers fearing big cuts
SoftBank in talks to invest $30 billion more in OpenAI - report
China said to greenlight first batch of Nvidia H200 chip imports

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UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39)  
Show Notes
Silver taken over by meme traders?

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.

Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: Health insurers' stocks, and more
Silver should be trading at half its price later this year – JPM’s Marko Kolanovic
Microsoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn site
Micron outlines $24B plan for new memory chip plant in Singapore

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Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)

Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! 

Episode transcripts: seekingalpha.com/wsb

Show links: 
The world's largest restaurant chain made its U.S. debut
AppLovin in focus as Needham upgrades on back of bullish data
USA Rare Earth jumps after confirming U.S. government takes equity stake
Morgan Stanley’s 10 predictions for investing in 2026

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