Wall Street Breakfast

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

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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

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Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: SNDK, TSLA, and more
Microsoft reportedly inks $750 million cloud deal with AI firm Perplexity
Trump files $10B lawsuit against IRS, Treasury Department over tax-return leak
Samsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reports

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Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59)    

Show Notes
Altria outlines dividend strategy

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.