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
Amazon unveils ‘Haul’ for Temu, Shein showdown
Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out…
- Wall Street Breakfast
No panic on 'crispy' inflation just yet
Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)Show…
- Wall Street Breakfast
Frontier reportedly drops bid for Spirit
Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11)…
- Wall Street Breakfast
Retail sales bounce back
National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup…
- Wall Street Breakfast
Southwest Airlines grounds workforce to match capacity
Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental…
- Wall Street Breakfast
Nvidia gets a big vote of confidence
Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to…
- Wall Street Breakfast
Crypto stocks mining gains premarket
Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew…
- Wall Street Breakfast
Traders brace for latest inflation data
The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)Show…
- Wall Street Breakfast
It pays to be a bull
Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his…
- Wall Street Breakfast
Great expectations: Earnings guidance, Fed cuts
Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.Show…
- Wall Street Breakfast
Fed chief Powell has his 'I'm not leaving' moment
Powell says president removing Fed chairman 'not permitted under the law.' FOMC cuts rates by 25 basis points as expected. (0:18) Australia moves to ban social…
- Wall Street Breakfast
Airbnb earnings on deck
Airbnb (ABNB) Q3 earnings on deck: Focus on bookings amid slow U.S. demand. (00:23) Election buzz: Tesla (TSLA) soars on expectations of green lights for…
- Wall Street Breakfast
Wall Street's election winners and losers
Stocks rally and bonds plunge as with new economic agenda ahead. (0:15) Tesla is a winner as other EV makers fall. (2:39) Tech stocks bullish and renewable…
- Wall Street Breakfast
Trump wins presidential election
Donald Trump tops 270 electoral votes to win 2024 presidential election. Recreational marijuana initiatives fail in Florida, North Dakota. (00:28) Spirit…
- Wall Street Breakfast
Investors try to focus on fundamentals on Election Day
So far, stocks are in the green, while bonds are under pressure. (0:16) Services activity jumps. (1:36) Palantir posts 'eye-popping' quarter. (3:01)Show…
- Wall Street Breakfast
Debt weighs on voters on Election Day
SA Sentiment: Debt is the top economic issue for U.S. voters. Stock investors looking for ‘unambiguous winner’ in U.S. presidential election - analyst. (00:24)…
- Wall Street Breakfast
Viking weight loss pill sees positive early data
Those with 100mg doses of VK2735 lost an average of 8.2% of body weight. (0:15) Peloton snags a double upgrade. (2:41) Regulators nix Talen-Amazon power deal…
- Wall Street Breakfast
Nissan, Mitsubishi to form robotaxi, EV battery JV
Nissan (NSANY), Mitsubishi (MSBHF) to form JV for robotaxi, EV battery services - report. (00:23) Stonepeak near deal to acquire Air Transport Services Group…
- Wall Street Breakfast
Election Day anticipation
How to invest no matter what the result. (0:18) The Fed will cut but what next? (1:42) Warren Buffett gets sour on Apple. (3:45)Show NotesHere's how to invest…
- Wall Street Breakfast
Boeing aims to land union deal…again
Boeing (BA) reaches deal to end machinist strike. (00:27) Aurora (AUR) to delay commercial launch of driverless truck until April 2025. (01:28) Abbott (ABT)…
- Wall Street Breakfast
Stocks get a Halloween tech scare
Guidance from Microsoft and Meta spark a spooky selloff. (0:15) The Fed's favorite inflation gauge ticks up. (2:00) Estée Lauder slashes its dividend…
- Wall Street Breakfast
Starbucks brews a comeback, ditches non-dairy upcharges
Starbucks (SBUX) plans to get back to the neighborhood coffeehouse vibe. (00:23) Blackstone (BX) is bidder for $7B investment in Rogers (RCI) wireless backhaul…
- Wall Street Breakfast
Super Micro Computer plunges as its auditor quits
Ernst & Young resigns as auditor of the AI server maker. (0:15) U.S. GDP up 2.8% in Q3 on strong consumers. (1:55) Eli Lilly weight-loss drug sales disappoint…
- Wall Street Breakfast
Reddit gets an upvote from investors
Solid user engagement drives Reddit's robust results; shares soar. (00:24) Roaring Kitty disposes of Chewy stake. (01:33) JPMorgan sues customers over alleged…
- Wall Street Breakfast
Softbank CEO says Nvidia is undervalued
Masayoshi Son predicts super AI 10,000 times smarter than humans by 2035. (0:15) Ford tumbles as its EV business struggles. (2:01) Consumer confidence up…
- Wall Street Breakfast
Microsoft accuses Google of shadow campaigns
Microsoft (MSFT) accuses Google (GOOG) (GOOGL) of shadow campaigns, slams new astroturf group. (00:25) DOJ throws wrench into J&J (JNJ) bankruptcy plan to…
- Wall Street Breakfast
Robinhood rolls out election betting
Robinhood offers contracts paying off for Harris or Trump wins. (0:16) Oil tumbles as Mideast escalation fears ebb. (0:47) McDonald's brining back Quarter…
- Wall Street Breakfast
Volkswagen readies $4.3B cost-cutting plan
Volkswagen (VLKAF) board preparing $4.3B cost-savings plan: report. (00:21) McDonald's (MCD) confirms beef patties not to blame for E. coli outbreak. (01:15)…
- Wall Street Breakfast
Earnings from Apple, Amazon, Google, Microsoft and Meta
Five of the biggest tech companies will report earnings. (0:17) Q3 GDP and the October jobs report are due. (2:39) Delta sues Crowdstrike. (3:57)Show NotesThe…
- Wall Street Breakfast
Capri tanks on blocked Tapestry deal
Capri Holdings (CPRI) tumbles after judge blocks $8.5B sale to Tapestry (TPR). (00:24) Spirit Airlines (SAVE) to sell Airbus planes, cut jobs to boost…
- Wall Street Breakfast
Labor market keeps defying the doomsayers
Jobless claims fall in spite of hurricane, strike impacts. (0:18) Palladium jumps on worry of sanctions on top producer Russia. (1:57) McDonald's supplier…
- Wall Street Breakfast
Boeing workers reject contract, strike continues
Boeing (BA) factory workers reject contract, continuing six-week strike. (00:24) Tesla (TSLA) rips 12% gain as investors eye the plan for affordable EVs…
- Wall Street Breakfast
Boeing loses $6 billion
Is all the bad news priced in now for Boeing? (0:15) Stocks slump on chip weakness. (2:35) Nvidia mea culpa. (3:58)Show NotesPaul Tudor Jones on inflation…
- Wall Street Breakfast
McDonald’s shares dip on E. coli outbreak
What investors need to know about the McDonald's (MCD) E. coli outbreak. (00:23) Spirit Airlines (SAVE) jumps on report of renewed merger talks with Frontier…
- Wall Street Breakfast
Smoking and driving get earnings applause
Philip Morris International sees strong ZYN volumes. (0:15) GM internal combustion strength counters China weakness. (1:18) IMF lowers 2025 global growth…
- Wall Street Breakfast
Cheesecake Factory jumps after activist calls for split
Cheesecake Factory gains after report activist pushing for breakup. (00:25) Lilly sues companies selling compounded Zepbound, Mounjaro. (01:33) Biden, Harris…
- Wall Street Breakfast
Ferrari unveils first new supercar in a decade
With its stock up 40% YTD, Ferrari shows off the F80. (0:16) China cuts interest rates. (2:14) Goldman sees a decade of well-below-average stock returns…
- Wall Street Breakfast
Perplexity AI targets $8B valuation in new funding
AI search startup Perplexity (NVDA) aims for $8B valuation in new round. (00:25) UBS sells 50% interest in Swisscard to Amex (AXP) - report. (01:49)Activist…
- Wall Street Breakfast
Here come Tesla earnings
Will the numbers improve sentiment after disappointing robotaxi event? (0:17) Durable goods orders expected to drop. (2:16) Boeing has a tentative agreement…
- Wall Street Breakfast
Netflix global memberships maintain double-digit growth
Key takeaways from Netflix's (NFLX) third-quarter earnings as stock gains. (00:23) Forward Air (FWRD) spiked into close after report of formal sales process…
- Wall Street Breakfast
Retail sales bolster the case for no recession
The consumer keeps spending, giving the Fed more leeway on the pace of cuts. (0:16) Taiwan Semi restores faith in AI chip demand. (1:58) Meta lays down the law…
- Wall Street Breakfast
Expedia gains on Uber takeover report
Expedia (EXPE) gains after report Uber (UBER) explored potential takeover. (00:24) Meta Platforms (META) laying off employees at WhatsApp, Instagram. (01:28)…
- Wall Street Breakfast
Is Tesla bailing out of bitcoin?
The EV maker has transferred almost all $760 million in bitcoin. (0:16) Clarence Beeks! OJ prices are soaring. (1:04) United Airlines brings back its buyback…
- Wall Street Breakfast
Alibaba, Baidu back Horizon Robotics' Hong Kong IPO
Alibaba (BABA), Baidu (BIDU) invest in Horizon Robotics' Hong Kong IPO - report. (00:22) The Container Store (TCS) and Beyond (BYON) announce strategic…
- Wall Street Breakfast
ASML oops slams chip stocks
ASML accidentally releases numbers a day early and bookings prompts selling (0:16) Goldman, BofA and Citi top forecasts. (1:38) Walgreens to close 1,200…
- Wall Street Breakfast
Oklo, NuScale surge as Google backs nuclear for AI
Oklo, NuScale surge as Google backs new small nuclear reactors to power AI. (00:26) Frontier's second-largest holder plans to vote against sale to Verizon -…
- Wall Street Breakfast
Apple, Nvidia get research love
Evercore puts Apple on its Tactical Outperform list. (0:16) Wells Fargo bullish on Nvidia pricing. (0:53) Was Uber the big winner at Tesla's robotaxi event?…
- Wall Street Breakfast
SpaceX completes historic Starship flight
SpaceX (SPACE) conducts fifth Starship test flight, returns Super Heavy booster for the first time. (00:24) B. Riley (RILY) to sell Great American unit to…
- Wall Street Breakfast
Netflix in spotlight as earnings rev up
Netflix's crackdown on password sharing is expected to help user numbers. (0:18) September retail sales expected to rise. (2:27) Warren Buffett buys more…
- Wall Street Breakfast
Tesla Shows Off Cybercab, robovan, and robot
Tesla (TSLA) shows off Cybercab, robovan prototype and next-gen Optimus humanoid robot. (00:24) Triumph Group (TGI) jumps after report it's exploring a sale…
- Wall Street Breakfast
Inflation stubborn as jobs wobble
The September CPI arrives hotter than expected. (0:15) Jobless claims hit highest level in more than a year. (1:20) Apple and Amazon team up on streaming…
- Wall Street Breakfast
Delta Q3 earnings in focus after CrowdStrike outage
Delta Air Lines (DAL) Q3 preview: Can lower fuel prices offset July outage. (00:23) BlackRock (BLK) said to be exploring an acquisition of private credit firm…
- Wall Street Breakfast
Nvidia CEO sees reasoning AI if costs slide
Jensen Huang says AI software will reflect on its own conclusions. (0:16) Hurricane Milton could have the biggest dollar damage amount. (1:03) Boeing could get…
- Wall Street Breakfast
DOJ weighs Google breakup
U.S. considers breakup of Google in landmark antitrust case. (00:22) Boeing withdraws pay offer to striking workers as negotiations reach stalemate. (01:45)…
- Wall Street Breakfast
McDonald's takes on 'conspiracy' of beef
McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list…
- Wall Street Breakfast
Samsung warns of Q3 profit hit
Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's…
- Wall Street Breakfast
Super Micro Computer up on strong shipment data
The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search…
- Wall Street Breakfast
Starboard takes $1B stake in Pfizer
Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD)…
- Wall Street Breakfast
Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week
Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes…
- Wall Street Breakfast
Spirit Airlines exploring bankruptcy option - report
Spirit Airlines (SAVE) considering bankruptcy filing - WSJ. (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16)…