Wall Street Breakfast

Palantir smashes Q4 and raises guidance, with massive U.S. revenue and commercial growth highlighted. Debate over the company’s rich valuation despite strong momentum. California proposes a $200M EV rebate plan targeting new and used buyers. Amazon plans another round of corporate cuts. Headlines also cover Waymo’s big valuation, India’s market rally, and Uber’s return to China via Macau.

Discussion of Disney's rising costs and how they may squeeze sports, entertainment, parks and cruise profits. Coverage of Disney's fiscal guidance, buybacks and potential CEO succession. A major shale merger reshaping the Delaware Basin gets attention. Reports on a planned critical minerals stockpile called Project Vault and market reactions to delayed jobs data and sector movers.

Futures point to a down day as major indexes open cautiously. Oil tumbles over 5% amid talk of Iran de‑escalation. Bitcoin sees a volatile drop with large liquidations and crypto stocks under pressure. Headlines include corporate denials, leadership moves, and premarket stock movers.

Discussion of how Kevin Warsh’s Fed nomination could change market reactions to the January payrolls report. Preview of Alphabet and Amazon earnings with focus on AI demand, AWS capacity and cost cuts. Coverage of Bitcoin dipping below $80K and debate over whether capital will rotate back into crypto.

They run through big-name tech results and why similar beats can get opposite market reactions. They flag shifts at Tesla from cars to robots and AI. Health insurers tumble after CMS payment guidance. Travel and leisure firms show surprising strength. They discuss a notable Fed nomination and mixed macro and jobs data ahead.

A news-driven rundown of Kevin Warsh’s selection to lead the Federal Reserve and his Fed and finance background. Quick coverage of market reactions, shifting yields, and rate-cut expectations. A debate on whether Warsh will be hawkish or follow political pressure. Analysts weigh in on his views about QE and Fed independence.

News on a likely Fed chair pick and what it could mean for markets. Grubhub drops fees for big orders to take on DoorDash and Uber Eats. Apple posts a strong quarter with record iPhone sales. Other market movers include a big Microsoft cloud deal, a major lawsuit over leaked tax returns, and battery supply news tied to EVs.

A broad software selloff ripples through tech, dragging down major indexes and commodities. A massive Microsoft market-cap drop and debate over Azure capital spending spark concern. ServiceNow's results clash with slowing growth worries. Caterpillar sees a boost from AI-driven data-center demand. Barry Diller's reported interest in buying CNN makes a surprise media headline.

Big tech earnings and guidance drive premarket moves, with Meta surprising despite higher spending and Microsoft lifting its cloud revenue outlook. Tesla outlines a massive 2026 capital plan tied to Optimus and model shifts. Norway’s sovereign wealth fund trims stakes in major U.S. tech names. Cyberattacks and Washington funding talks add political and security drama to market headlines.

Feds hold rates with a 10–2 vote and debate whether to cut soon. Powell avoids questions about DOJ probes while stressing central bank independence. Markets react with mixed stocks, rising gold, and slightly higher yields. Big corporate moves include Seagate gains and Amazon cutting 16,000 corporate roles.