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
Trump set to ease auto tariff impact
Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview…
- Wall Street Breakfast
New bitcoin fund aims for institutions
The Coinbase Bitcoin Yield Fund launches this week. (0:15) Could tariffs really lower your taxes? (0:56) Goldman is optimistic on dividends. (4:00) Show Notes…
- Wall Street Breakfast
Huawei preps AI chip to challenge Nvidia: report
Huawei preparing to test latest AI chip to challenge Nvidia (NVDA): report. (00:23) Merck KGaA (MKGAF) to buy Springworks (SWTX) for $3.9 billion. (01:19)…
- Wall Street Breakfast
Apple, Microsoft, Meta and Amazon, oh my
Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if…
- Wall Street Breakfast
Earnings dominating but don't sleep on economic data
Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40)…
- Wall Street Breakfast
High costs ground summer travel plans
Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival…
- Wall Street Breakfast
Tesla the story of the week
Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20).Show…
- Wall Street Breakfast
IBM fails to shake DOGE worries
IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi…
- Wall Street Breakfast
Bessent comments on China tariffs
Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20).Show Notes:Bessent says full China trade…
- Wall Street Breakfast
Bulls cheer Trump-Powell detente, Elon-Tesla reunion
President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20%…
- Wall Street Breakfast
Tariff risk flagged as earnings season heats up
GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma…
- Wall Street Breakfast
DoJ targets Google’s AI edge in search
DoJ says Google must be prevented from using AI to boost online search supremacy. (00:21) China's Nio delays Europe launch of Firefly EV citing challenges…
- Wall Street Breakfast
Greenback takes it on the chin
The dollar index hits its lowest level since early 2022. (0:15) Jefferies bullish on Lowe’s. (1:15) Why this economist sees a 90% chance of a U.S. recession…
- Wall Street Breakfast
Airbus delays hydrogen jet by a decade
Airbus (OTCPK:EADSF) hits the brakes on hydrogen jet plans after reportedly spending over $1.7B. (00:48) Malaysia Airlines plans to buy Boeing (BA) jets…
- Wall Street Breakfast
Tesla and Google earnings ahead
Earnings season ramps up. (0:18) Trump vs. Powell (2:07) Netflix rises post-earnings. (4:12) Show Notes Earnings CalendarEpisode transcripts…
- Wall Street Breakfast
Eli Lilly sees weight loss pill success
Lilly’s diabetes pill meets Phase 3 trial goal. (0:15) Trump says Fed chief Powell can’t be ‘terminated’ soon enough. (2:27) Take an electric air taxi from…
- Wall Street Breakfast
Analysts weigh Meta’s future without Instagram, WhatsApp
SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of 'smart driving' terms in auto ads. (02:56) McDonald's (MCD) is bringing…
- Wall Street Breakfast
Retail sales ramp up ahead of tariffs
Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show NotesThe bad idea of…
- Wall Street Breakfast
Nvidia to take $5.5B hit on H20 chip
U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as…
- Wall Street Breakfast
Banks cashing in on a volatile market
Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one…
- Wall Street Breakfast
Is Boeing being grounded by China?
China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach…
- Wall Street Breakfast
Apple's iPhone tops smartphone charts
The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36)…
- Wall Street Breakfast
Goldman sees oil sliding into 2026
Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks…
- Wall Street Breakfast
What gets a tariff break?
Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30) Show NotesEarnings…
- Wall Street Breakfast
China hits back with 125% tariffs
China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other…
- Wall Street Breakfast
Amazon navigates trade war world
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced…
- Wall Street Breakfast
TSMC revenue surges on pre-tariff rush
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch -…
- Wall Street Breakfast
Stocks to the moon as Trump backs off trade war (except for China)
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50)…
- Wall Street Breakfast
Easter spending to hop to $23.6B despite uncertainty
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55)…
- Wall Street Breakfast
Musk reportedly asked Trump to reverse tariffs
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade…
- Wall Street Breakfast
Medicare bump lifts insurers
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41)…
- Wall Street Breakfast
Bears and bulls battle it out in wild trading
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge…
- Wall Street Breakfast
Bitcoin dips below $75K on tariff turmoil
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL)…
- Wall Street Breakfast
Earnings season kicks off with market in grips of tariff trauma
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff…
- Wall Street Breakfast
Trump playing chicken with the world?
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots…
- Wall Street Breakfast
Market gloom persists
Wall Street's gloom expected to persist (0:28), crude oil futures plunge (2:35) and Amazon rolls out new feature (4:15).Show Notes:Nasdaq, S&P, Dow futures…
- Wall Street Breakfast
Tariff Day After
Stock market tanks after Trump’s global tariff announcements. (0:15) Tariff formula baffles experts. (1:32) Odds of a U.S. recession jump. (2:40) Show NotesS&P…
- Wall Street Breakfast
Bessent warns retaliation on tariffs will lead to escalation
Scott Bessent advises countries not to retaliate to Trump's tariffs. (00:22) RH warns of economic challenges, sets FY25 sales guidance below street view…
- Wall Street Breakfast
Tesla reports worst deliveries since '22
Analyst Dan Ives says every metric is a ‘disaster.’ (0:15) Charles Schwab gets an upgrade. (3:15) ChatGPT sees soars in usage on ‘Ghibli effect.’ (3:42) Show…
- Wall Street Breakfast
Big retailers ask China for help ahead of tariff announcement
Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery…
- Wall Street Breakfast
OpenAI leads the list of biggest unicorns
OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on…
- Wall Street Breakfast
Intel CEO Calls for ‘Brutal’ Feedback
Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said…
- Wall Street Breakfast
Goldman Sachs gets more bearish on stocks
Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO…
- Wall Street Breakfast
Chinese tech stops slip
Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet…
- Wall Street Breakfast
Tariff D-Day arrives as stagflation fears rise
Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)Show Notes Earnings…
- Wall Street Breakfast
Tariffs, tech sluggishness, gold, bitcoin, and inflation
Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline…
- Wall Street Breakfast
Coffee prices poised to perk up
Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate…
- Wall Street Breakfast
Gold's relentless march up
Gold sets a new intraday record as Wall Street adjusts its forecasts. (0:15) Roku gets a vote of confidence. (3:24) Wall Street bonuses jump 30% to nearly…
- Wall Street Breakfast
More Trump Tariffs
Trump's new series of tariffs on the auto industry (0:20). Energy executives wary of Trump trade policy (3:35). Copper prices hit another record high, gold…
- Wall Street Breakfast
U.S. expands blacklist, tightens tech grip on China
US blacklists more than 50 entities to restrict China’s growing AI capabilities. (00:21) GameStop (GME) rallies after saying it can use its billions in cash to…
- Wall Street Breakfast
Maserati sets autonomous driving speed record
Maserati MC20 clocks nearly 198 mph at Cape Canaveral. (0:15) Consumer confidence expectations fall to 12-year low. (1:15) Massachusetts probing Robinhood over…
- Wall Street Breakfast
Shell pledges bigger buybacks, tighter spending
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid…
- Wall Street Breakfast
Households face $3 trillion in lost stock wealth this quarter
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade…
- Wall Street Breakfast
23andMe bankrupt, CEO out
23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock…
- Wall Street Breakfast
Tests for transitory inflation and AI IPOs
The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)Show…
- Wall Street Breakfast
Summer cuts coming? Sticky inflation will keep gold in spotlight
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45)…
- Wall Street Breakfast
Gold extends record run
Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit…
- Wall Street Breakfast
Nvidia-backed CoreWeave aims to raise $2.7B in IPO
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact…
- Wall Street Breakfast
March Madness heats up, bets roll in
NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging…
- Wall Street Breakfast
Fed deja vu: Powell calls tariff inflation transitory
The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields…