Wall Street Breakfast

Is the S&P 500 heading toward a major correction? What is your view?

Buy gold, gold miners in particular, energy. Avoid the S&P, avoid bonds. If you want to own US stocks, don't buy the Russell. - @gnoble79 - Avoiding tech stocks - Blue Owl in the coal mine - Investor education seekingalpha.com/article/488387… @SeekingAlpha #investing #stockmarket

Head of Quant @SeekingAlpha, Steven Cress, gives context for recently sliding stocks like Credo and Micron. $CRDO $MU youtube.com/shorts/UypVNis…

Wall Street Lunch: U.S. CPI Holds Steady In February As Fed Eyes Oil Shock, Core PCE $CPB #economy #business #investing seekingalpha.com/article/488110…

Data shows younger users more likely to use Buy Now, Pay Later and more likely to miss a payment. From an investment standpoint, analysts remain divided. $AFRM $KLAR seekingalpha.com/article/487004…

Kevin Warsh is set to become the next Federal Reserve chairman, succeeding Powell in May, pending confirmation. Markets remain uncertain if Warsh will maintain his hawkish reputation or align with Trump's push for lower rates. #economy #FedChair seekingalpha.com/article/486447…

Wall Street Breakfast Podcast: Costly Click For Coupang #investing #business #markets seekingalpha.com/article/485616…

#Gold passes $4,400/oz. #Silver hits record $69.44 $GLD & $SLV poised for strongest annual gains since 1979. Waymo resumes San Francisco robotaxi service after blackout. Baidu partners with Uber and Lyft to launch robotaxis in UK. $GOOG $BIDU $UBER $LYFT seekingalpha.com/article/485509…

Wall Street Breakfast Podcast: TikTok's U.S. Survival Plan Is Locked In $BDNCE $CART $NKE #finance #stocks #stockmarket seekingalpha.com/article/485464…

RT @canpod1: Trump's executive order are unlikely to materially impact cash flows for most major #MSOs; fundamentals remain paramount. Valu…

#AI trade hits speed bump as Oracle fell short on top line. Oracle dropped over 10% after mixed Q2 results. Revenue slightly missing expectations even as the company continues to sign major cloud and AI deals. $ORCL podcasts.apple.com/us/podcast/ora…

Wall Street Lunch: 3rd Straight FOMC Cut, But Dissents Grow $SP500 $COMP:IND $DJI #investing #stockmarket #economy seekingalpha.com/article/485225…

Paramount Skydance $PSKY launches hostile $30/share all-cash tender offer for $WBD, valuing it at $108.4B. PSKY's bid is positioned superior to $NFLX's $72B asset purchase, offering $18B more in cash and arguing for regulatory advantages. podcasts.apple.com/us/podcast/par…

Wall Street Breakfast Podcast: The Nvidia Of China Soars On Debut $NVDA #stockmarket #markets #investing seekingalpha.com/article/485063…

Wall Street Breakfast Podcast: Japanese Yields Causing Tremors $USD:JPY $JPY:USD #trading #markets #finance seekingalpha.com/article/484891…

"ALL TRADE NEGOTIATIONS WITH CANADA ARE HEREBY TERMINATED." - President Trump With shares down 36%, Target $TGT is eliminating ~8% of workforce. #Crudeoil taking a breather after soaring by the most in 4 months. WTI futures now above $60 per barrel. seekingalpha.com/article/483296…

$NVDA cements AI leadership with major investment in #OpenAI. Micron posts strong earnings + guidance, but shares fall as investors weigh valuation against execution. Alibaba surges on aggressive AI spending. $MU $BABA seekingalpha.com/article/482626…

Wall Street Lunch: NFL Eyes Bigger TV Bucks - Soonest $AMZN $FOX $DIS #business #finance #stocks seekingalpha.com/article/482552…

Historic changes + heightened partisanship #FederalReserve Persistent #economic weakness, rising unemployment Stagflation pressures are real at company level #FedDecision seekingalpha.com/article/482340…

What's happening in the markets? It's complicated! $QQQ $SPY $DIA $ORCL $ADBE $AVGO $NBIS $LULU seekingalpha.com/article/482258…