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
Qualcomm to acquire Alphawave for $2.4B
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF)…
- Wall Street Breakfast
Inflation back on the Fed radar and expected to rise
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market?…
- Wall Street Breakfast
Wall Street Roundup: A tale of two Teslas
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and…
- Wall Street Breakfast
GLP-1s, Gen Z dent Jack Daniel’s sales
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in…
- Wall Street Breakfast
Is Tesla losing a Trump premium?
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up…
- Wall Street Breakfast
Auto trouble brewing over rare earth curbs
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to…
- Wall Street Breakfast
Wedbush AI ETF debuts
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock…
- Wall Street Breakfast
Texas puts snacks on notice
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna…
- Wall Street Breakfast
Barbie gets her own film studio
Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04) Show…
- Wall Street Breakfast
Tech, Media Giants Slash More Jobs
Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to…
- Wall Street Breakfast
Meta aims to fully automate ads with AI
Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52)…
- Wall Street Breakfast
Steel surges on tariff hike
Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from…
- Wall Street Breakfast
First look at the tariff job market
May’s payroll figures will show how labor conditions are holding up aid trade uncertainty. (1:23) Jamie Dimon sees crack in bond market coming. (3:51) BofA…
- Wall Street Breakfast
Wall Street Roundup: The fog of tariffs
Nvidia gets another shrug from Wall Street post-earnings (0:25). Valuing stocks has become more difficult (4:05). Salesforce's interesting earnings (7:30). Off…
- Wall Street Breakfast
Big tech, big rulings, big rebounds
Germany weighs 10% tax on internet giants like Google, Meta. (00:25) Federal appeals court issues stay on Trump tariffs ruling. (01:30) Red Robin Gourmet…
- Wall Street Breakfast
How Trump can bring back tariffs
Goldman Sachs outlines four legal avenues for White House to enact tariffs after trade court ruling. (0:15) First-quarter GDP contracts a little less than…
- Wall Street Breakfast
Judges Check Trump’s Trade Authority
Trade court strikes down Trump's April tariffs. (00:20) Elon Musk (TSLA) exits DOGE after criticizing Trump's 'big, beautiful' tax bill. (01:13) Nvidia’s…
- Wall Street Breakfast
Shein reportedly aims for Hong Kong debut
Shein turns to Hong Kong for listing amid London IPO hurdles - report. (00:20) Travel stocks buoyed by EU tariff pause. (00:49) Compass Diversified (CODI)…
- Wall Street Breakfast
Tesla sales tumble in Europe
Tesla (TSLA) struggles in Europe as sales plunge 49% Y/Y in April. (00:22) Southwest Airlines' (LUV) fees for checked bags kick in this week. (01:24) Trump…
- Wall Street Breakfast
Nvidia earnings look make or break for market
Strong Nvidia guidance could eclipse new tariff worries. (0:21) Fed’s favorite in inflation measure due (3:49) Tariff impact: $3,600 loss on purchasing power…
- Wall Street Breakfast
Wall Street Roundup: retail earnings, Reddit volatility, AI momentum
Target post-earnings (0:20) More retail earnings (1:45). Reddit volatility (3:15). CoreWeave momentum and the AI trade (4:50). Nvidia's important data point…
- Wall Street Breakfast
Banking titans in early talks for shared stablecoin
Big banks explore possibility of issuing joint stablecoin - report. (00:25) FTC withdraws lawsuit against Microsoft’s $69 billion Activision deal. (01:38)…
- Wall Street Breakfast
Bitcoin celebrates Pizza Day with new high
Fifteen years ago 10,000 bitcoin bought two pizzas. Now that could buy Papa John’s. (0:15) Existing home sales unexpectedly drop. (1:03) Solar stocks get…
- Wall Street Breakfast
Talk of taking Fannie, Freddie public resurfaces
Trump: Time would seem right to take Fannie Mae, Freddie Mac public. (00:23) Nike (NKE) plans to sell on Amazon (AMZN) again, for first time since 2019…
- Wall Street Breakfast
UnitedHealth slides on report of nursing home kickbacks
The company denies it paid facilities to cut hospital transfers. (0:15) Target lowers guidance. (1:57) The only sector hitting new highs is still a Buy…
- Wall Street Breakfast
Trumps ‘Golden Dome’
Trump unveils vision for $175B ‘Golden Dome’ missile defense. (00:22) Ford (F) to let Nissan (NSANY) use its EV battery plant in Kentucky - report. (02:02)…
- Wall Street Breakfast
Victoria's Secret adopts poison pill
The lingerie company’s board acts as an Australian company rapidly buys up shares. (0:15) The end of Business Casual is nigh. (1;25) Home Depot U.S. comps…
- Wall Street Breakfast
CATL soars in Hong Kong debut
Battery supplier CATL rallies on Hong Kong debut after record IPO. (00:23) Taiwan's President downplays trade tensions with U.S. calling it “frictions between…
- Wall Street Breakfast
Nvidia unveils its next-gen AI tech
CEO Jensen Huang previews new systema and a Tailwan supercomputer factory. (0:15) Netflix downgraded on valuation. (1:29) The Magnificent 7 are cheapest in 7…
- Wall Street Breakfast
Alibaba dips on reported Apple AI scrutiny
Alibaba (BABA) shares drop after report of U.S. scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's EV…
- Wall Street Breakfast
Moody's cuts U.S. debt rating
The U.S. loses top credit rating on skyrocketing debt and interest payment ratios. (0:17) China rare earth curbs hitting supply chains. (1:47) Home Depot leads…
- Wall Street Breakfast
Wall Street Roundup: UnitedHealth, retail, tech, and tariffs
UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for…
- Wall Street Breakfast
GlobalWafers commits $7.5B to U.S. growth
GlobalWafers (GFS) to boost U.S. investment to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is on track for commercial flights…
- Wall Street Breakfast
Walmart warns of higher prices even with lower tariffs
WMT execs say suppliers and retailers can’t absorb all the higher costs. (0:15) Wholesale inflaton sinks unexpectedly. (1:11) Happy 85th birthday, McDonald’s!…
- Wall Street Breakfast
Medicare probe hits UnitedHealth shares
UnitedHealth (UNH) probed by DoJ for potential Medicare fraud; shares slide - report. (00:22) Dick's Sporting Goods close to deal for Foot Locker - WSJ…
- Wall Street Breakfast
Big tech strikes oil
Chip and AI stocks are getting their mojo back with Mideast deals. (0:15) AMD announces $6B buyback. (2:59) Starbucks baristas strike over dress code. (3:29)…
- Wall Street Breakfast
Foxconn profit jumps, but tariffs cast a shadow
Foxconn Q1 profit soars on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes beyond rentals with full-service travel offerings. (02:34) YouTube…
- Wall Street Breakfast
Inflation shows little tariff impact
The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36) Show NotesGoldman…
- Wall Street Breakfast
FedEx lands Amazon deal as UPS scales back
FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air…
- Wall Street Breakfast
Markets react as U.S., China call tariff timeout
U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to…
- Wall Street Breakfast
The stock market remains undefeated
Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What…
- Wall Street Breakfast
Boots, Beats & Billion-Dollar Brands
Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows…
- Wall Street Breakfast
Optimistic with an asterisk
Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond…
- Wall Street Breakfast
IAG fuels fleet with Boeing, Airbus buys
British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol…
- Wall Street Breakfast
Why Q1 GDP was actually really good
James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing…
- Wall Street Breakfast
Energy firms oppose U.S. ship mandate
U.S. energy firms seek exemption from Trump plan to transport LNG on U.S.-built ships. (00:21) China Airlines orders Boeing (BA) 777X passenger and freighter…
- Wall Street Breakfast
Fed in a big hurry to do nothing
Fed keeps rates on hold amid stagflation concerns. (0:16) Chairman Powell stresses the Fed can wait to see how tariffs shake out. (1:09) White House ready to…
- Wall Street Breakfast
WW International declares Chapter 11
WW International (WW) sinks on Chapter 11 bankruptcy declaration. (00:21) Stock futures rise on news of U.S.-China trade talks. (01:15) Rivian (RIVN) unlocks…
- Wall Street Breakfast
Pony AI and Uber team up
The companies announce a robotaxi partnership. (0:15) U.S. goods and services deficit widens. (1:36) OpenAI to buy coding tool Windsurf. (4:17)Show Notes…
- Wall Street Breakfast
Wicked, Hot Wheels drive sales as Mattel preps price hikes
Mattel (MAT) says higher prices in the U.S. will be a part of its tariff mitigation strategy. (00:23) Google(GOOG) (GOOGL) sets sights on Hollywood with film…
- Wall Street Breakfast
Tariffs hit Hollywood
Trump announced a 100% tariff on movies made outside the U.S. (0:14) Hims & Hers appoints former Amazon exec as COO. (3:06) Skechers agrees to buyout offer…
- Wall Street Breakfast
Bracing for Fed's upcoming decision
Investors brace for Fed's upcoming rate decision (0:28), Taiwan dollar surges (2:08), and Tyson Foods skips mention of tariff or economic pressures (3:50).Show…
- Wall Street Breakfast
Warren Buffett stepping down
The Oracle of Omaha will cede the helm of Berkshire Hathaway this year. (0:17) The Fed is expected to hold rates steady this week. (3:03) Is this the start of…
- Wall Street Breakfast
Earnings dilute tariff concerns
Most important earnings reports this week dilute tariff concerns (0:20). Starbucks, UPS spotty earnings, cloudy future (2:50). Apple vs. Microsoft (5:15). GDP…
- Wall Street Breakfast
Amazon tops expectations, issues cautious outlook
Amazon (AMZN) talks up AI potential on earnings call, points to limited tariff impact so far. (00:27) American Airlines (AA) commits to $4 billion expansion at…
- Wall Street Breakfast
McDonald's posts biggest U.S. sales drop since pandemic
Consumer uncertainty cited as comparable sales sink 3.6%. (0:15) GM slashes guidance amid tariff hit. (1:51) U.S. Army a big fan of Palantir’s TITAN. (2:56)…
- Wall Street Breakfast
Meta, Microsoft soar on AI, cloud strength
Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s…
- Wall Street Breakfast
U.S. GDP contracts for first time since 2022
Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the…
- Wall Street Breakfast
Sony rallies on semi spin-off buzz
Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM) to collaborate on self-driving tech for personal cars…
- Wall Street Breakfast
White House blasts idea of listing tariff costs
Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead…