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
Bain, KKR bids hit $7.6B for Seven & i non-core assets
Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28)…
- Wall Street Breakfast
Starbucks facing biggest barista strike yet
Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut…
- Wall Street Breakfast
Biden to rule on US Steel takeover
Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement…
- Wall Street Breakfast
Nordstrom closes books on 53 years as public company
The department store chain accepts at $6.5B buyout offer. (0:16) The Container Store files for Chapter 11. (1:15) U.K. looks to facial recognition to limit…
- Wall Street Breakfast
Starbucks strike expands
Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may…
- Wall Street Breakfast
All aboard the Santa Rally sleigh
The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days…
- Wall Street Breakfast
REITs, interest rates and why retail isn't dead
Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.Show NotesFed's Hawkish Cut Hits Stocks HardREITs…
- Wall Street Breakfast
Stagflation ahead?
Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom…
- Wall Street Breakfast
Turmoil hits Capitol Hill; Trump threatens tariffs
Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock…
- Wall Street Breakfast
El Salvador bitcoin Utopia hits IMF snag
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather…
- Wall Street Breakfast
Stock futures stabilize after sharp selloff
U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).Episode…
- Wall Street Breakfast
Fed cuts rates, but Powell plays the Grinch
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields…
- Wall Street Breakfast
Merger buzz powers Nissan, Honda
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation…
- Wall Street Breakfast
Is the quantum trade eclipsing the AI trade?
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)Show…
- Wall Street Breakfast
TikTok CEO, Trump talk as ban looms
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian…
- Wall Street Breakfast
The case for Apple as top pick for 2025
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)Show NotesU.S. Composite…
- Wall Street Breakfast
Wedbush boosts Tesla price targets
Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential…
- Wall Street Breakfast
Fed cut baked in this week; what about '25?
Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)Show…
- Wall Street Breakfast
The world of funds and why U.S. is most attractive
Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging…
- Wall Street Breakfast
More of the same and what can't be ignored
More of the same and why NASDAQ 20,000 can't be ignored (0:50). MVP of Q4 is Tesla (1:50). Uber, GM, and the future of the robotaxi race (5:10). AMD downgrade…
- Wall Street Breakfast
Amazon, Meta back Trump inauguration
Amazon, Meta donating $1M each to Trump inauguration as Big Tech seeks better ties. (00:21) EVgo surges after securing $1.25B loan facility from U.S…
- Wall Street Breakfast
Watchdog caps bank overdraft fees
CFPB says banks must cap fees at $5. (0:15) Wholesale inflation heats up. (1:20) Nvidia loses Supreme Court decision on shareholder suit. (3:28)Show Notes10…
- Wall Street Breakfast
Big Tech drives Nasdaq rally
Behind the monster rally that drove the Nasdaq to 20,000. (00:24) Nvidia increases headcount in China to boost AI-driven car technology - report. (01:54)…
- Wall Street Breakfast
Fed cut assured despite stubborn inflation
Odds of a rate cut next week spike, but inflation fight stalls. (0:15) Albertson's wants Kroger deal breakup fee. (4:06) Startup Ayar Labs gets cash from big…
- Wall Street Breakfast
GM pumps the brakes on robotaxis
General Motors (GM) ends robotaxi development to focus on AD for personal vehicles. (00:21) Bausch & Lomb (BLCO) falls amid report Blackstone may drop out of…
- Wall Street Breakfast
McDonald's review bombed after UnitedHealth suspect arrest
Google took down reviews posted after an MCD employee tipped off authorities. (0:16) Citi sees S&P 6,500 for '25. (1:26) Boeing up as 737 Max production…
- Wall Street Breakfast
Taiwan Semi chips in big gains
Taiwan Semiconductor's (TSM) November revenue surges 34%. (00:23) The Container Store (TCSG) shares to be pulled from NYSE. (01:23) Costco (COST) switching…
- Wall Street Breakfast
TikTok appeals for breakup lifeline
TikTok files to block the forced sale until Supreme Court review. (0:15) Nvidia faces China monopoly probe. (2:03) Activist pushes for big changes at Macy's…
- Wall Street Breakfast
Google Payment Counters CFPB Oversight with Lawsuit
Google Payment (GOOG) placed under CFPB supervision, company hits back with lawsuit. (00:28) Apollo Global Management (APO) and Workday (WDAY) set to join S&P…
- Wall Street Breakfast
CPI on tap with inflation fight looking to last through '25
Retail inflation is expected to remain sticky, up 0.3%. (0:18) GameStop earnings will test the meme crowd. (2:31) Syrian government falls to rebels. (3:20)Show…
- Wall Street Breakfast
Handling volatility with long-term dividends
Handling market volatility with long-term dividend growth investing. Prioritizing future dividends over immediate income, companies drowning in cash like Visa…
- Wall Street Breakfast
Market drifting higher, punctuated by dramatic tech earnings
Market drifts higher punctuated by dramatic tech stories (0:35). Mag 7 resurgence (3:30). The catalyst that took Bitcoin past $100,000 and what may be coming…
- Wall Street Breakfast
Lingerie, leggings and beauty wins
Lululemon (LULU) delivers solid quarterly results, hikes FY24 guidance. (00:26) Ulta Beauty (ULTA) shines with solid Q3 performance. (01:55) Victoria's Secret…
- Wall Street Breakfast
Airlines climb on upbeat travel trends
American and Southwest get bullish for holiday demand. (0:15) Disney raises dividend. (1:53) Intel appoints two new board members. (4:26)Show Notes Why you…
- Wall Street Breakfast
Bitcoin tops $100K, Trump picks crypto ally
Bitcoin (BTC-USD) crosses $100,000 as Trump picks crypto backer, Paul Atkins for SEC chair, Powell comments. (00:24) Shell (SHEL), Equinor (EQNR) to combine…
- Wall Street Breakfast
UnitedHealth executive shot and killed
UnitedHealthcare CEO Brian Thompson gunned down in Manhattan in 'targeted' attack. (0:15) Marvell stock soars on results. (3:19) Battle of the weight-loss…
- Wall Street Breakfast
Political turmoil sends South Korean markets sliding
South Korea stocks fall as president faces impeachment threat after martial law chaos. (00:23) Enemies to friends? Mark Zuckerberg (META) wants 'active role'…
- Wall Street Breakfast
AT&T predicts profit growth acceleration
The telecom also outlines plans for $40B return to shareholders. (0:15) Job openings rise. (2:34) South Korean assets whipsaw amid martial law declaration…
- Wall Street Breakfast
Super Micro clears misconduct cloud
Super Micro (SMCI) jumps as internal review finds no misconduct; to replace CFO. (00:24) SpaceX considers tender offer that boosts valuation to $350 billion -…
- Wall Street Breakfast
Intel CEO steps down in surprise move
David Zinsner and Michelle Johnston Holthaus will replace Pat Gelsinger. (0:15) Morgan Stanley adjust ratings on cybersecurity stocks. (3:22) OpenAI looks at…
- Wall Street Breakfast
Tavares exits as Stellantis sales slump
Stellantis (STLA) CEO Carlos Tavares resigns amid sales slump. (00:25) Fidelity marks up value of its stake in Elon Musk's X by 32%: report. (01:32) BlackRock…
- Wall Street Breakfast
Jobs report is make or break for Fed move
Nonfarm payrolls are seen up 200K for November. (0:18) Salesforce leads the smaller earnings parade. (1:11) Trump threatens BRICs over greenback. (2:52)Show…
- Wall Street Breakfast
Black Friday: Online shopping riding high
More than $6 billion was spent online on Thanksgiving. (0:16) Wedbush not fazed by FTC focus on Microsoft. (3:41) Canada joins push for Google breakup…
- Wall Street Breakfast
SEC rings the bell on 24X trading
Trade around the clock: SEC approves the 24X National Exchange. (00:28) It’s official: Australia passes social media ban for kids under 16. (01:08) Consumer…
- Wall Street Breakfast
Trump's tariff threats, Fed signals moderate pace
Investors set aside Trump's new tariff threats (0:35), Fed signals moderate pace in cutting rates (1:30). No exemption for crude oil imports (4:00). U.S. oil…
- Wall Street Breakfast
Liquidity is important and private credit is real
Trinity Capital CEO Kyle Brown talks interest rates roller coaster and what that means for the financial sector (1:10). Liquidity is really important and…
- Wall Street Breakfast
Gold sinks
Dow outshined both the Nasdaq and benchmark S&P 500 (0:30). Gold sinks by most in 4 years (1:11). Crude oil falls sharply (1:50) Trump prepares broad energy…
- Wall Street Breakfast
Holiday-shortened week kicks off on positive note
Dow, S&P, and Nasdaq advance while yields slide to start holiday shortened week (0:25) J.P. Morgan's top biotech picks and analyst focus list (2:10). Will gold…
- Wall Street Breakfast
Nvidia's big buildup, then a shrug
Nvidia earnings - big buildup, then a shrug (0:54). Is big pharma out of favor? (3:40) How long can Bitcoin's run can last? (4:30) Target's disappointing…
- Wall Street Breakfast
DirecTV drops Dish deal over debt dispute
DirecTV scraps DISH acquisition on debt swap deadlock. (00:21) Reddit (RDDT) drops on report holder seeks to sell $1.2B stake. (01:19) Phillips 66 (PSX) hit…
- Wall Street Breakfast
Cutting the line? American Airlines says, ‘not today’
American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as…
- Wall Street Breakfast
Comcast eyes NBCUniversal cable spinoff
Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure…
- Wall Street Breakfast
Bullish trends, financials and infrastructure, Bitcoin break out
Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why…
- Wall Street Breakfast
Fate Therapeutics rises on Lupus drug data
Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor…
- Wall Street Breakfast
Beware juicy yields and ETF expense ratios
In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields…
- Wall Street Breakfast
Spirit Airlines lands in Chapter 11
Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13)…
- Wall Street Breakfast
Here comes the boom: Nvidia
Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)Show…
- Wall Street Breakfast
Tesla, crypto and the Trump trade
Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade…
- Wall Street Breakfast
Ford hit with $165M fine for recall delay
NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash…
- Wall Street Breakfast
Disney makes a splash with guidance
Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN…