Shows / Wall Street Breakfast
Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Episodes
- Wall Street Breakfast
Earnings go up a gear with Google, Tesla
Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top…
- Wall Street Breakfast
Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY
Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25)…
- Wall Street Breakfast
Netflix beats, raises, still slips
Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its…
- Wall Street Breakfast
Interest rate debate
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10)…
- Wall Street Breakfast
Circle K owner ends 7-Eleven pursuit
Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11)…
- Wall Street Breakfast
Goldman posts historic stock trading revenue
Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that…
- Wall Street Breakfast
MP surges on Apple supply agreement
MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025…
- Wall Street Breakfast
First signs of tariff inflation
Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal…
- Wall Street Breakfast
Nvidia plans China H20 shipments after U.S. nod
Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21)…
- Wall Street Breakfast
Copper tariff is a big blow to EVs
Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for…
- Wall Street Breakfast
Musk not on board with xAI-Tesla tie-up
Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead…
- Wall Street Breakfast
Earnings season kicks off
Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)Show…
- Wall Street Breakfast
Wall Street Roundup: AI trade, market melt up
Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next…
- Wall Street Breakfast
Bitcoin blasts past $117K
Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular…
- Wall Street Breakfast
Meta spending like the Yankees
Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)Show NotesDisney+…
- Wall Street Breakfast
It’s a wrap
McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian…
- Wall Street Breakfast
Copper retreats, crude oil gains
Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on…
- Wall Street Breakfast
Inflation expectations look anchored
New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do…
- Wall Street Breakfast
Samsung warns of 56% profit slide
Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar…
- Wall Street Breakfast
Xpeng's AI EV
The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage…
- Wall Street Breakfast
Bargain week begins
Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48)…
- Wall Street Breakfast
Tariff deadline week
Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear. (1:54) Elon Musk…
- Wall Street Breakfast
Jobs market cheats death again
Despite worries, payrolls topped expectations and have risen for 54-straight months. (0:13) Stocks rallied into the early close. (1:41) DataDog jumps on S&P…
- Wall Street Breakfast
OpenAI Rejects Robinhood Equity Tokens
Robinhood (HOOD) ticks lower as OpenAI rejects tokenized equity tokens. (00:20) Alpha and Omega (AOSL) to pay $4.25M to settle with US over export control…
- Wall Street Breakfast
Netflix and Spotify teaming up
The two have held talks about music shows, live concerts and more, WSJ says. (0:15) An Apple bear bites the dust. (1:37) Jack in the Box fires off poison pill…
- Wall Street Breakfast
Banks pass, investors cash in
Wells Fargo plans to raise dividend by 12.5% after stress test results. (00:20) Paramount to pay $16M to settle Trump's lawsuit over '60 Minutes' Harris…
- Wall Street Breakfast
Trump and Musk at it again
President Trump threatened Elon Musk’s ‘subsidies’ as Musk threatened a new political party. (0:15) Big jump in job openings support Fed pause. (1:33) Rise of…
- Wall Street Breakfast
Texas embraces precious metal money
Texas authorizes use of gold and silver as legal tender for day-to-day transactions. (00:22) ESPN and MLB renew talks for scaled-back broadcast deal -- The…
- Wall Street Breakfast
Nintendo vs Amazon
The companies are reportedly battling over sales of the Switch 2 on Amazon U.S. (0:15) Canada backs off on Digital Services Tax. (1:00) ‘F1’ races to big box…
- Wall Street Breakfast
UK cars, planes get U.S. break
UK-US trade deal: immediate tariff cuts for UK auto and aerospace sectors. (00:28) Novo Nordisk, Eli Lilly face first major obesity drug rival in China as…
- Wall Street Breakfast
Weaker gain seen in June jobs
Nonfarm payrolls hit on Thursday due to the July 4 holiday. (0:17) Constellation Brands reports: bull vs. bear. (1:06) Senate GOP clears bill hurdle…
- Wall Street Breakfast
Wall Street Weekend: Markets have been looking for an excuse to rally
Economic expert Danielle DiMartino Booth on how markets have been looking for an excuse to rally (0:30). Whatever you do, don't lose your job! (1:25) Jay…
- Wall Street Breakfast
Wall Street Roundup: market highs, oil whipsaw, stablecoin momentum
Oil whipsaw action in the face of global conflict (0:30). Market highs, tech upside (2:35). Stablecoin bill driving momentum (5:00). Kroger earnings…
- Wall Street Breakfast
Nike sprints past low bar, shares jump
Nike (NKE) tops low expectations in FQ4, signals bottoming of headwinds. (00:22) China signals approval of rare earth exports to US after breakthrough trade…
- Wall Street Breakfast
Nike getting snoafer buzz
The Air Max Phenomena is Nike’s first foray into a sneaker/loafer hybrid. (0:15) Durable goods surge on aircraft orders. (1:21) Xiaomi rattles the EV market…
- Wall Street Breakfast
Hedge fund co-founder claims $7M coup scam
Jane Street co-founder said to have been ‘duped’ into funding South Sudan coup. (00:23) Jeff Bezos seeks more contracts for Blue Origin after Trump-Musk feud -…
- Wall Street Breakfast
Here comes the droid ETF
Roundhill files for Humanoid Robot ETF. (0:15) More housing market cracks as new home sales sink. (1:28) Walmart testing out Dark Stores. (3:51)Show…
- Wall Street Breakfast
States win first round in EV charger lawsuit
Federal judge blocks Trump admin from withholding EV charging funds. (00:25) Tesla (TSLA) market share shrinks in EU, registrations drop 40% Y/Y in May…
- Wall Street Breakfast
Fed's Powell sticks to his guns
The Fed chairman reiterated a wait-and-see approach on rates with tariff impact uncertain. (0:15) Consumer confidence unexpectedly tumbles. (1:39) Trump lashes…
- Wall Street Breakfast
Israel–Iran ceasefire in question
The Israel-Iran ceasefire seems to falter. (00:25) Starbucks (SBUX) reportedly denies plans to sell China operations amid market speculation. (01:16) Walmart…
- Wall Street Breakfast
Futures tick up after U.S. strikes in Iran
Stock index futures in green after U.S. strikes nuclear sites in Iran. (00:27) Walmart-backed PhonePe reportedly seeking $1.5 billion in planned India IPO…
- Wall Street Breakfast
Home Depot reportedly makes move on GMS
Home Depot (HD) makes its own bid for GMS - report. (00:25) Trump to decide on Iran in two weeks; Tehran reportedly rushing to export oil. (01:04) SoftBank's…
- Wall Street Breakfast
Powell signals higher prices as Fed holds
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed…
- Wall Street Breakfast
Home building activity takes hit in May
Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund…
- Wall Street Breakfast
Meta offering $100M bonus to poach OpenAI talent?
Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza…
- Wall Street Breakfast
Clear Kool Aid and Jell-O? Kraft ditches dyes
Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49) Show…
- Wall Street Breakfast
Solar sinks as Senate eyes tax credit sunset
Solar stocks crushed as Senate budget bill proposal keeps cuts to solar incentives. (00:20) OpenAI (MSFT) secures $200 million Pentagon contract to deliver AI…
- Wall Street Breakfast
Oil down, stocks up on report Iran wants talks
Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09) Show Notes The Fed…
- Wall Street Breakfast
Google may cut ties with Scale AI
Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes…
- Wall Street Breakfast
Mideast events will shape Fed week
Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06) Show Notes…
- Wall Street Breakfast
Wall Street Weekend: Israel, Iran, and oil
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James KostohryzShow links: Will War Trigger…
- Wall Street Breakfast
Wall Street Roundup: AI, IPOs, and standout earnings
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline…
- Wall Street Breakfast
Markets shake as Israel strikes Iran
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting…
- Wall Street Breakfast
The media shakeout has begun
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)…
- Wall Street Breakfast
Boeing tumbles on reports of Air India crash
Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI -…
- Wall Street Breakfast
Retail inflation shows little tariff impact
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53) Show…
- Wall Street Breakfast
Game On!
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus…
- Wall Street Breakfast
Mark Zuckerberg assembling ‘superintelligence group’
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on…
- Wall Street Breakfast
UnitedHealth shops Latin American unit at deep discount
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead…
- Wall Street Breakfast
Warner Bros Discovery announces split
The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks…