Earnings reactions and the next wave of AI speculation

Wall Street Breakfast · Feb 14, 2025 · 9m

CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode 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…