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
Nvidia GPU demand is 'insane'
CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends…
- Wall Street Breakfast
LEVI loses its stitch, weighs Dockers sale
Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S…
- Wall Street Breakfast
Humana tumbles on Medicare numbers
Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)Show…
- Wall Street Breakfast
‘Just Do It’ falls flat as stock swooshes down
Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions…
- Wall Street Breakfast
Israel braces for Iran missile attack
Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)Show…
- Wall Street Breakfast
T-Mobile settles data breach cases with FCC for $31.5M
T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review…
- Wall Street Breakfast
AT&T exits DirecTV, which buys DISH and Sling
TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7…
- Wall Street Breakfast
East Coast port strike starts Tuesday
East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN)…
- Wall Street Breakfast
Do jobs or profits rule the week?
Economists expect the 144K jobs added in September. (0:29) Nike may rip off the Band Aid. (1:49) OpenAI losses. (3:30)Show NotesEarnings CalendarStocks with…
- Wall Street Breakfast
Bristol-Myers wins FDA nod for novel antipsychotic
Bristol-Myers (BMY) wins FDA nod for first-of-its-kind antipsychotic. (00:25) DirecTV, Dish (SATS) close in on merger to form largest US pay-TV service…
- Wall Street Breakfast
Micron renews AI chip enthusiasm
Strong guidance has shares of MU rallying sharply. (0:16) Southwest raises guidance as it unveils new strategy. (2:39) PayPal to let business customers hold…
- Wall Street Breakfast
OpenAI eyes restructure, Murati exits
OpenAI (MSFT) to remove non-profit control, give Altman equity stake: report. (00:21) Disney+ (DIS) rolls out 'paid sharing' password crackdown in most…
- Wall Street Breakfast
American ISPs targeted by new hacker group
China-linked Salt Typhoon gained access to some broadband networks. (0:17) Goldman sees little stock upside in '25 (1:24) Morgan Stanley slashes U.S. auto…
- Wall Street Breakfast
Stitch Fix sinks after Q4 sales drop, gloomy outlook
Stitch Fix (SFIX) FQ4 results and FY25 guidance reflects loss of active clients. (00:25) Bath & Body Works (BBWI) exiting S&P 500, heading to SmallCap 600…
- Wall Street Breakfast
China acts to jumpstart its economy
Chinese stocks surged as the central bank took bold stimulus moves. (0:16) Consumers getting job market jitters. (1:32) Can John Cena answer all your…
- Wall Street Breakfast
DOJ reportedly to sue Visa over debit card monopoly
U.S. DOJ set to sue Visa (V) over debit card market monopoly - report. (00:22) Lifeway Foods (LWAY) jumps after Danone (DANOY) offers to buy for $25 a share…
- Wall Street Breakfast
Global banks back big nuclear funding
International banks to support nuclear power to hit carbon neutrality target. (0:16) Microsoft sees a rare downgrade. (3:37) Does McDonald's Big Arch deliver?…
- Wall Street Breakfast
Apollo said to offer up to $5B investment in Intel
Apollo (APO) said to offer up to $5B investment in Intel (INTC). (00:28) Biden administration to propose ban on Chinese connected-care software, hardware -…
- Wall Street Breakfast
Meta Connect 2024 kicks off
Meta CEO Zuckerberg's speech and Southwest's Investor Day highlight events of the week. (0:18) Fed's favorite inflation gauge seen rising. (1:46) Micron…
- Wall Street Breakfast
Nike rallies as new CEO boosts hopes
Nike (NKE) faces challenges even as a new CEO brightens the spirits of investors. (00:26) Warren Buffett's Berkshire (BRK.B) continues to trim Bank of America…
- Wall Street Breakfast
Jamie Dimon warns on 'evil axis'
J.P. Morgan CEO says current geopolitics are biggest risk to financial markets. (0:16) S&P 500 takes out 5,700 in a delayed post-Fed rally. (1:15) Alibaba…
- Wall Street Breakfast
FedEx earnings on deck
FedEx (FDX) Q1 earnings on deck: What to expect. (00:21) Alphabet's (GOOG) Waymo and Hyundai (HYMTF) may join hands for self-driving cars - report. (02:02) Ray…
- Wall Street Breakfast
Fed slashes interest rates by half point
Fed chief Powell says the move will shore up the labor market while it's strong. (0:16) Stocks closed down with traders looking for even more aggressive cuts…
- Wall Street Breakfast
Gulf, East coast port strike looms as talks stall
East, Gulf coast port strike looks inevitable as talks stall; Biden unlikely to intervene. (00:24) BlackRock (BLK), Microsoft (MSFT), Nvidia (NVDA) team up to…
- Wall Street Breakfast
Intel gets a little groove back
The chipmaker embarks on a significant restructuring plan. (0:16) Retail sales unexpectedly climb. (1:38) Microsoft boosts its dividend, OKs $60 billion…
- Wall Street Breakfast
Tupperware to file bankruptcy - report
Tupperware (TUP) reportedly to file for bankruptcy as soon as this week. (00:25) New Amazon (AMZN) plan: Workers in the office five days a week, leaner…
- Wall Street Breakfast
Holiday shopping season kicks off in less than a month
Target plans early October deals as the Holiday season keeps starting earlier. (0:16) Apple iPhone 16 Pro demand looks weak. (3:06) Anheuser-Busch looks to…
- Wall Street Breakfast
Trump safe after apparent assassination attempt, DJT rises
Donald Trump (DJT) safe after apparent assassination attempt at Florida golf club. (00:28) Intel (INTC) is said to qualify for $3.5B in military chip grants…
- Wall Street Breakfast
It's interest rate cut time
The market is split on the Fed cutting by a quarter or half point. (0:18) FedEx is the big earnings report this week. (3:22) Disney and DirecTV agree a deal to…
- Wall Street Breakfast
Boeing workers strike after rejecting contract
Boeing (BA) workers reject contract, set to strike at midnight. (00:21) Fortinet confirms breach after hacker boasts of data theft: report. (01:51) FirstEnergy…
- Wall Street Breakfast
Stellantis car dealers decry 'degradation'
The automaker's U.S. dealer network hits out at management in an open letter. (0:15) PPI revisions bolster smaller rate cut predictions. (1:24) McDonald's…
- Wall Street Breakfast
Boeing workers to vote: Deal or strike
Boeing could face strike as workers push back on tentative contract. (00:22) OpenAI reportedly in talks for $6.5B in funding at a $150B valuation. (01:45)…
- Wall Street Breakfast
Markets bracing for smaller rate cut after CPI
Core retail inflation a tad hot, boosting odds of quarter-point Fed cut. (0:16) GameStop tumbles after sales fall. (2:25) Arm Holdings named a top pick…
- Wall Street Breakfast
Microsoft CTO teases next AI leap
Microsoft (MSFT) CTO hints at new 'super important' AI product emerging. (00:26) Starbucks (SBUX) CEO says strategy will include refocusing on community…
- Wall Street Breakfast
Bank giants face capital hike of 9%
The revised hike is well below the 19% floated in the original plan. (0:15) Oracle rallies sharply after results. (3:00) DOJ argues at trial Google 'crushed'…
- Wall Street Breakfast
Taiwan exports notch new record on AI boom
Taiwan exports notch new record on AI boom, recovery in shipments to China. (00:24) Under Armour (UA) slashes fiscal 2025 outlook on updated restructuring…
- Wall Street Breakfast
Apple unveils AI for new iPhones, watches and AirPods
The company confirms Apple Intelligence will launch in October. (0:15) 'Beetlejuice Beetlejuice' is a hit. (4:07) 50 stocks that could see tax-loss selling…
- Wall Street Breakfast
DirecTV accuses Disney of stifling competition in FCC complaint
DirecTV files FCC complaint accusing Disney (DIS) of stifling competition. (00:21) Big Lots (BIG) prepares for bankruptcy, agrees sale to Nexus Capital…
- Wall Street Breakfast
The iPhone enters the AI era
Apple's iPhone 16 event will be closely watched for AI features. (0:17) The August CPI will likely determine how much the Fed cuts. (3:41) GameStop sees…
- Wall Street Breakfast
7-Eleven rejects $39B Circle K offer
7-Eleven owner Seven & i (SVNDY) rejects $39B buyout bid from Couche-Tard (ANCTF). (00:23) Intel (INTC) considers selling more of its stake in Mobileye (MBLY)…
- Wall Street Breakfast
Verizon buys Frontier for $20 billion
Verizon will pay $38.50/share in cash, but could face regulatory problems. (0:15) Unit labor costs show wage inflation cooling more. (1:39) Chinese EV makers…
- Wall Street Breakfast
Topgolf, Callaway to go solo
Golf spinoff: Topgolf and Callaway (MODG) to trade as separate businesses. (00:22) Beyond Meat (BYND) to roll out new steak alternative to revive demand -…
- Wall Street Breakfast
Layoffs put a bigger Fed cut back in play
Markets price in 50% chance of half-point rate cut after JOLTS. (0:16) Nvidia is in bear territory but could catch Dow Jones bump. (1:59) Nordstrom family…
- Wall Street Breakfast
Nippon Steel assures US Steel to remain American
US Steel (X) to remain American, prioritize U.S. steel demands - Nippon Steel (NPSCY). (00:23) Snap (SNAP) CEO blames slow advertising business for stock…
- Wall Street Breakfast
Super Micro CEO speaks out
CEO hits out against a short thesis and says 10-K delay won't affect customers. (0:16) Tesla's robotaxi goes to Hollywood. (3:39) Goldman loves gold…
- Wall Street Breakfast
Brazil takes aim at Starlink over X dispute
Brazil takes aim at Elon Musk's Starlink (SPACE) over refusal to block X. (00:29) Volkswagen (VLKAF) says German plant closures are possible. (02:06) General…
- Wall Street Breakfast
Labor Day week all about jobs
A weak August payrolls report could put a half-point Fed cut back in play. (0:17) Chinese EV makers report deliveries. (3:55) Shutdown of X starts in Brazil…
- Wall Street Breakfast
Intel Mulls Foundry Split - Report
Intel (INTC) said to be weighing options including foundry split as red ink mounts. (00:23) SecureWorks (SCWX) gains on report Dell (DELL) exploring sale of…
- Wall Street Breakfast
Is Apple the new AI torchbearer?
Citi names Apple its top AI-related pick. (0:16) Second quarter GDP revised up, inflation revised down. (1:30) Dollar General plunges on guidance. (3:25)Show…
- Wall Street Breakfast
Yelp hits Google with search monopoly lawsuit
Yelp (YELP) sues Google (GOOG) (GOOGL) over alleged search monopoly after landmark antitrust ruling. (00:22) DraftKings (DKNG) adds to in-play betting…
- Wall Street Breakfast
Nvidia's strong earnings can't match the hype
Nvidia cruises past earnings forecasts, but the stock is under pressure. (0:18) Super Micro Computer plunges after delaying 10-K filing. (1:58)Episode…
- Wall Street Breakfast
XPeng unveils mass-market EV
XPeng (XPEV) gains on launch of mass-market car Mona, targeting budget-conscious segment. (00:58) Klarna improves profits as AI takes over jobs. (01:41) GM…
- Wall Street Breakfast
Musk backs AI safety bill
Elon Musk bucks the trend of AI players and supports the California bill. (0:16) Super Micro Computer hit with short report. (2:25) DEA sets hearing for…
- Wall Street Breakfast
Bronfman Bows Out
Edgar Bronfman drops out of bidding for Paramount Global (PARA). (00:24) Lowe's (LOW) joins growing list of companies scaling back DEI policies. (01:19)…
- Wall Street Breakfast
Southwest showdown
Activist Elliott calls for Sept. 9 meeting with Southwest Airlines. (0:16) SolarEdge CEO steps down. (2:34) Stop & Shop to stop selling tobacco. (3:15)Show…
- Wall Street Breakfast
Kroger, Albertsons $25B deal in court
Kroger (KR) set to battle in court with FTC over $25B Albertsons (ACI) deal on Monday. (00:25) Elon Musk’s SpaceX to bring astronauts sent on Boeing (BA)…
- Wall Street Breakfast
Nvidia earnings will dictate the week
AI chip demand has looked strong, but NVDA faces lofty expectations. (0:18) Fed's favorite inflation gauge seen coming in cool after rate cuts signaled. (2:36)…
- Wall Street Breakfast
Fed's Powell signals the start of rate cuts
Jerome Powell says 'the time has come for policy to adjust' and he does not seek further labor market cooling. (0:17) Markets are pricing in 100 basis points…
- Wall Street Breakfast
All eyes on Powell in Jackson Hole
Fed chief expected to set the stage for cutting rates. (0:15) Southwest could charge for bags to fend off activist. (2:10) Uber teams with GM for autonomous…
- Wall Street Breakfast
Want a foldable MacBook? Could be a long wait
Analyst says production pushed to end of '27 or '28. (0:16) Jobless claims add more weight to a 25 bps September rate cut. (0:55) Asia sees first case of new…