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
GM deepens Nvidia partnership for next-gen vehicles
General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV…
- Wall Street Breakfast
Tariffs and other inflationary pressures
Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt…
- Wall Street Breakfast
Wholesale egg prices drop, retail lags
Wholesale egg prices drop, but retail rates could take time to catch up. (00:23) Alphabet (GOOG) (GOOGL) in talks to acquire Wiz for $30B - WSJ. (01:49) BYD…
- Wall Street Breakfast
Markets don't like uncertainty
Kim Khan talks to Steven Cress about navigating market turbulence (0:10). Protecting portfolios with a barbell approach (3:00). Tariffs and market sentiment…
- Wall Street Breakfast
Buffett raises stakes in Japanese trading houses
Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05)…
- Wall Street Breakfast
Nvidia GTC may be only hope for animal spirits
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35)…
- Wall Street Breakfast
Amid market turmoil; compelling earnings coming
Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused…
- Wall Street Breakfast
BC unplugs Tesla from charger rebates
British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35)…
- Wall Street Breakfast
The faster you go down, the sooner you hit bottom
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).Episode transcripts…
- Wall Street Breakfast
Intel names familiar face to lead
Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21)…
- Wall Street Breakfast
Inflation party wraps up early
CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)Show…
- Wall Street Breakfast
Google revisits AR with fresh set of eyes
Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13…
- Wall Street Breakfast
Nuclear reactors are Google's next stop
Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot…
- Wall Street Breakfast
Oracle dips despite backlog growth
Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries…
- Wall Street Breakfast
Markets on full recession alert
Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds…
- Wall Street Breakfast
ServiceNow eyes biggest deal
ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P…
- Wall Street Breakfast
Last CPI before tariffs impact
A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show…
- Wall Street Breakfast
Recession risk and pockets of strength
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy…
- Wall Street Breakfast
Lunar lander woes send Intuitive Machines sliding
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA)…
- Wall Street Breakfast
Alibaba touts DeepSeek rival
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's…
- Wall Street Breakfast
Seven & i names new CEO, plans U.S. IPO, buyback
Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies…
- Wall Street Breakfast
Get a PhD AI agent for $20K a month
OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush…
- Wall Street Breakfast
CrowdStrike beats Q4, stock slips
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US…
- Wall Street Breakfast
Stock gains since Election Day erased
The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show…
- Wall Street Breakfast
Tariff hit sends auto stocks sliding
"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B…
- Wall Street Breakfast
Stagflation scare
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)Show…
- Wall Street Breakfast
U.S. crypto reserve takes shape
Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super…
- Wall Street Breakfast
Jobs report will be watched for DOGE impact
Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%…
- Wall Street Breakfast
Nvidia's solid earnings, jobs expectations and fighting inflation
Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ…
- Wall Street Breakfast
Rocketlab drops, SoundHound climbs in premarket trading
Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05)…
- Wall Street Breakfast
Bearish sentiment on stocks soars
Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)Show…
- Wall Street Breakfast
Ben & Jerry’s founders eye a second scoop
Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in…
- Wall Street Breakfast
Nvidia tops estimates with 'mind-blowing' 80% revenue rise
Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.Moomoo is an advanced…
- Wall Street Breakfast
McDonald's says you won't shell out more for eggs
McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)Show NotesWells…
- Wall Street Breakfast
Super Micro surges as delisting fears fade
Super Micro (SMCI) surges after filing delayed reports in time with SEC. (00:22) Tesla's (TSLA) market cap falls below $1 trillion as European sales drop…
- Wall Street Breakfast
Consumer confidence sees biggest drop since 2021
Consumers are 'smelling the coffee' as sentiment on future conditions sinks. (0:16) Treasury yields hit lowest levels of the year. (2:30) Tesla Europe…
- Wall Street Breakfast
Bitcoin slips below $90K as crypto stumbles
Bitcoin (BTC-USD) breaks below $90,000 as crypto selloff deepens. (00:26) Apple (AAPL), Indonesia reportedly agree on terms to end iPhone 16 ban. (01:47) Drug…
- Wall Street Breakfast
Apple's $500 billion 'politician' move
Apple pledges to spend and hire big in the U.S. with eye on tariffs. (0:15) Domino's traffic disappoints. (2:50) Microsoft hits back on claim its capex spend…
- Wall Street Breakfast
Alibaba bets $52B on AI, cloud
Alibaba (BABA) to invest over $52 billion in AI and cloud infrastructure over next three years. (00:24) Prosus (PROSY) to acquire Just Eat Takeaway.com (JTKWY)…
- Wall Street Breakfast
Nvidia earnings will test AI rally
Nvidia guidance will be crucial for tech bulls. (0:25) Fed's favorite inflation gauge looks more benign than CPI. (2:18) Warren Buffett assures investors on…
- Wall Street Breakfast
Past week dominated by corporate earnings stories
Past week dominated by good news and a few corporate earnings (0:25). Taiwan Semiconductor and Intel and Broadcom (3:30). Medtronic down after results…
- Wall Street Breakfast
Celsius surges on Alani Nu deal
Beverage jolt: Celsius (CELH) skyrockets after inking deal to acquire Alani Nu. (00:24) Nissan (NSANY) to seek investment from Tesla (TSLA) after fallout with…
- Wall Street Breakfast
Walmart gets cautious on the future
Stock falls with guidance below expectations. (0:15) OpenAI hits 400 million weekly users. (3:41) Amazon will deliver the next Bond film. (4:11)Show…
- Wall Street Breakfast
Palantir drops on defense cut memo
Palantir (PLTR) ends session in red as Hegseth memo calls for sharp spending cut. (00:23) Airbus (EADSF) to deliver more planes this year, Spirit Aero (SPR)…
- Wall Street Breakfast
EV maker Nikola files for bankruptcy
Nikola has about $47 million in cash on hand. (0:15) Apple unveils iPhone 16e. (3:53) See the new king of the ETFs. (4:33)Show NotesHomebuilding stalls in cold…
- Wall Street Breakfast
Nike’s first-ever collab lifts shares
Nike (NKE) rallies after picking Kim Kardashian as its first-ever partner for a new brand. (00:23) Google (GOOG) (GOOGL) to pay €326M to settle tax case in…
- Wall Street Breakfast
GameStop plot thickens
GME raises eyebrows with sales of assets in Canada, France. (0:15) Super Micro Computer shares up 100% from recent low. (2:00) Intel pops on talk of…
- Wall Street Breakfast
Baidu slips as CEO missing from Xi meeting, Q4 beat
Earnings Snapshot: Baidu (BIDU) Q4 beats top-line and bottom-line estimates. (00:26) OpenAI (MSFT) said to mull special voting rights to block hostile bids…
- Wall Street Breakfast
Apple to unveil new product, Walmart reports results
New Apple product seen, but no livestream keynote. (0:21) Walmart commentary on tariff impact expected. (0:48) Traders eye FOMC minutes. (2:21)Show NotesCiti’s…
- Wall Street Breakfast
Earnings reactions and the next wave of AI speculation
CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir…
- Wall Street Breakfast
Biggest movers Airbnb, Roku surge as Twilio slides
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars…
- Wall Street Breakfast
Market getting used to higher rates for longer
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).Show…
- Wall Street Breakfast
Reddit slips as costs soar
Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on…
- Wall Street Breakfast
Inflation going the wrong way
January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reasons the Mag…
- Wall Street Breakfast
Super Micro gains on preliminary Q2 report
Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in…
- Wall Street Breakfast
Apple and Alibaba team up on AI
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an…
- Wall Street Breakfast
Trump signs new order; GameStop eyeing Bitcoin?
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite…
- Wall Street Breakfast
Gold tops $2,900 for another record
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro…
- Wall Street Breakfast
Nippon Steel rethinks US Steel deal
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to…
- Wall Street Breakfast
CPI set to show inflation 'stubbornly strong'
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show…