Wall Street Breakfast

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.

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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

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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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Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Investing Experts Live: Top Ideas for 2026
Biggest stock movers Monday: USAR, RVMD, and more
Winter storm forces most flight cancellations since pandemic
Deep freeze knocks Texas energy and industrial operations offline
Samsung Nears Nvidia Certification for HBM4 AI Memory - report

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Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47)  

Show Notes
Earnings Calendar
Dividend Roundup

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.

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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