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
AI earnings, tariff threats, and bellwether stocks
Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop…
- Wall Street Breakfast
e.l.f. Beauty’s glow fades on weak guidance
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft…
- Wall Street Breakfast
House reps target DeepSeek government ban
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings…
- Wall Street Breakfast
MicroStrategy rebrands, doubles down on Bitcoin
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in…
- Wall Street Breakfast
Post Office quickly rethinks China package ban
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_q…
- Wall Street Breakfast
Alphabet slips as AI growth drives higher capex
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in…
- Wall Street Breakfast
Soaring egg prices lead to emergency Waffle House measures
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: Investors…
- Wall Street Breakfast
Palantir soars on earnings, outlook
Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG…
- Wall Street Breakfast
U.S. and Mexico quickly reach tariff delay deal
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing…
- Wall Street Breakfast
Tariff battles begin
Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).Show Notes:Musk calls USAID…
- Wall Street Breakfast
No Groundhog Bump this year
Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.'…
- Wall Street Breakfast
DeepSeek! More Earnings! Trump!
DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop…
- Wall Street Breakfast
Oil tariff exclusion
Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00). Show NotesNasdaq futures gain…
- Wall Street Breakfast
GDP cools as firms prep for tariffs
Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid…
- Wall Street Breakfast
American Airlines jet, Army helicopter collide near Reagan
American Airlines plane crash: Over 30 bodies reportedly recovered; Trump says collision should have been ‘prevented’. (00:22) Japan's Nissan (NSANY) trims…
- Wall Street Breakfast
Fed holds rates with little sign of urgency
The FOMC votes unanimously for no change with inflation sticky. (0:15) Powell says he's had 'no contact' with Trump. (1:35) Nvidia facing new China sale…
- Wall Street Breakfast
ASML tops Q4 estimates, unveils 2025 outlook
ASML surges as Q4 bookings soar on AI demand, China sales to see 'normal ratio' in 2025. (00:26) Microsoft (MSFT) said to be probing if DeepSeek improperly…
- Wall Street Breakfast
Tesla, BMW drive into EU tariff battle
Tesla (TSLA), BMW (BMWKY) challenge EU tariffs on China-made EVs. (00:25) EV success: Norway on track to be first country to go fully electric. (01:50)…
- Wall Street Breakfast
DeepSeek deep sixes stocks
AI stocks got slammed as the China app challenged cost and demand assumptions. (0:15) Bond yields plunge and cash moves to safety. (4:08) Analysts see buying…
- Wall Street Breakfast
China's DeepSeek outshines U.S. AI giants
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy…
- Wall Street Breakfast
Powell v Trump and megacap earnings
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an…
- Wall Street Breakfast
Interesting earnings action coming
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze…
- Wall Street Breakfast
Allurion soars on balloon and GLP-1 study plans
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT)…
- Wall Street Breakfast
Don't call it a GE comeback
GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000…
- Wall Street Breakfast
EU weighs EV subsidies amid struggles
EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN…
- Wall Street Breakfast
Project Stargate is a go
The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on…
- Wall Street Breakfast
Netflix bills climb, shares rise
Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57)…
- Wall Street Breakfast
Google spinoff sees AI drug trials this year
Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel…
- Wall Street Breakfast
Trump mulls tariffs on neighbors
Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02)…
- Wall Street Breakfast
Netflix earnings in the spotlight
Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok…
- Wall Street Breakfast
Can the bull market sustain itself?
Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of…
- Wall Street Breakfast
GM data deal hits a dead end
FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee…
- Wall Street Breakfast
No landing in a growth world, corporate credit bullishness
Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world…
- Wall Street Breakfast
Costco stands firm on DEI
Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should…
- Wall Street Breakfast
Inflation data invigorates stocks, bonds
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)Show NotesThe Momentum…
- Wall Street Breakfast
Saudi Aramco poised to bet on lithium
Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter…
- Wall Street Breakfast
Microsoft in pole position for Agentic AI
Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of…
- Wall Street Breakfast
Pay to Stay: Starbucks refreshes store rules
Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott -…
- Wall Street Breakfast
Retail stocks punished after holiday updates
As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI…
- Wall Street Breakfast
Canada ready to counter Trump tariffs
Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package…
- Wall Street Breakfast
Big banks kick off earnings season
JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most…
- Wall Street Breakfast
Intertwined markets and upcoming earnings
Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's…
- Wall Street Breakfast
Wildfire costs blaze toward historic highs
AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban…
- Wall Street Breakfast
Nvidia pulls the rug out from under quantum stocks
NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites…
- Wall Street Breakfast
Shell lowers Q4 outlook, trims LNG output
Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta…
- Wall Street Breakfast
Aurora partners with Continental and Nvidia
Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party…
- Wall Street Breakfast
U.S. adds Tencent, Huawei to Chinese military list
U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas…
- Wall Street Breakfast
Fubo combines with Disney's Hulu + Live TV
Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)Show…
- Wall Street Breakfast
Trudeau’s potential exit lifts Canadian dollar
Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) -…
- Wall Street Breakfast
Jobs and CES lead another shortened week
Payrolls seen up 150,000 for December. (0:37) AI, autonomous driving among big themes at Consumer Electronics Show. (3:13) The NFL owns TV. (4:37)Show…
- Wall Street Breakfast
Biden poised to block US Steel deal: report
Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32)…
- Wall Street Breakfast
Room for disappointments in 2025 and into 2026
Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on…
- Wall Street Breakfast
Alibaba sells Sun Art at $2B loss
Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39)…
- Wall Street Breakfast
Tale of the tape for 2024
The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum)…
- Wall Street Breakfast
Faraday Future surges with CES reveal ahead
Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address…
- Wall Street Breakfast
Buckle up for the year of Grand Theft Auto
GTA VI predicted to generate $3 billion in revenue. (0:15) Madison Square Garden called a best idea for '25. (2:39) Get Apple TV for free. (3:48)Show…
- Wall Street Breakfast
South Korea orders Boeing 737-800 inspections after fatal crash
South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3,"…
- Wall Street Breakfast
S&P up 25% heading into end of year
The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179…
- Wall Street Breakfast
Netflix lights up Christmas with NFL ratings win
Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues…
- Wall Street Breakfast
Watch out for 'Returnuary'
Holiday sales on record pace, but nearly $900B could be returned. (0:16) Roaring Kitty back again. (2:39) Investors should brace for post-inauguration…