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
Markets eye Iran pause
Trump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal…
- Wall Street Breakfast
Berkshire back in department stores after 60 years
Berkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board…
- Wall Street Breakfast
Next era of power
NextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas…
- Wall Street Breakfast
Nvidia faces priced-in perfection
Nvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as…
- Wall Street Breakfast
Wall Street Saturday: Shorting consumer stocks with George Noble
Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on…
- Wall Street Breakfast
Wall Street Roundup: Macro Week
Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story…
- Wall Street Breakfast
POET deal sparks surge
POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11)…
- Wall Street Breakfast
Ford rallies on energy storage push
Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax…
- Wall Street Breakfast
Cerebras sells like hot chips
AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX)…
- Wall Street Breakfast
Wholesale inflation hits post-Covid levels
PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software…
- Wall Street Breakfast
Dimon warns markets too giddy
Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51)…
- Wall Street Breakfast
eBay rejects GameStop bid
Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum…
- Wall Street Breakfast
Trump targets pump prices
Trump says he wants temporary gas tax suspension to blunt surging pump prices. (00:13) Hims & Hers Health (HIMS) falls as Q1 results miss on both lines…
- Wall Street Breakfast
AI lessons from Ma Bell
Hyperscaler capex looks better when compared to AT&T’s Depression spending. (0:15) Intel gains after SK hynix partnership report. (2:08) Inspire Brands preps…
- Wall Street Breakfast
Futures dip as oil jumps
Stock index futures fall as hopes of a U.S.-Iran resolution fade. (00:13) Nintendo (NTDOY) slumps 9% over Switch 2 pricing and cautious guidance. (01:13)…
- Wall Street Breakfast
Cerebras leads IPO rush
Cerebras headlines a busy IPO week with surging investor demand. (0:17) Applied Materials faces AI demand questions. (1:12) April CPI arrives with energy…
- Wall Street Breakfast
Wall Street Roundup: Market turning lemons into limoncello
Rally in AI infrastructure stocks (0:20) Tech stock valuations (3:40) Disney earnings (7:40) Layoff cycle (8:25)Show Notes: SA Investing Community weighs in on…
- Wall Street Breakfast
Cloudflare trades staff for AI
Cloudflare (NET) to cut 1,100 jobs amid shift to agentic AI-first operating model. (00:13) Upwork (UPWK) announces 24% reduction in total workforce. (01:42)…
- Wall Street Breakfast
DOJ probes timed oil trades
DOJ investigates multibillion-dollar oil shorts ahead of Iran news. (0:15) McDonald’s tops global comps sales, helped by value meals. (1:22) Amazon expands…
- Wall Street Breakfast
SpaceX sets course for one Musk rule
SpaceX (SPACE) IPO said to hand Elon Musk unchecked power; investor group urges SEC scrutiny. (00:13) GameStop (GME) CEO Ryan Cohen says eBay (EBAY) suspended…
- Wall Street Breakfast
Disney rallies on broad growth
Disney reports solid growth across all major segments. (0:15) Uber Q1 gross bookings jump 25%. (1:20) Oil swings sharply as prescient short trade draws…
- Wall Street Breakfast
Soda & chips: McDonald's and AMD in focus
McDonald's (MCD) adds a barista-style role to stores as part of the refreshers and crafted soda launch. (00:14) AMD shoots up as Q1 results, guidance top…
- Wall Street Breakfast
Global borrowing costs soaring
The UK 30-year yield hits the highest level since ’98. (0:15) U.S. job openings decline less than feared. (1:11) Burry exits GameStop after Cohen targets eBay…
- Wall Street Breakfast
Pinterest Pins Premarket Pop
Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall…
- Wall Street Breakfast
Cerebras seeks $3.5B IPO
AI chipmaker Cerebras plans to raise $3.5B with initial public offering. (0:15) Norwegian Cruise faces fuel costs and softer Europe demand. (1:35) BlackBerry…
- Wall Street Breakfast
GameStop adds eBay to cart
eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend…
- Wall Street Breakfast
Wall Street Roundup: tech reports
Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:45)…
- Wall Street Breakfast
Sandisk beats, shares slip
Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds $100B…
- Wall Street Breakfast
GDP shy, inflation stays hot
GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler…
- Wall Street Breakfast
Big Tech delivers, capex jumps
Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance…
- Wall Street Breakfast
Powell to stay on at the Fed
Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves this year…
- Wall Street Breakfast
Robinhood falls on Q1 miss, expenses boost
Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as streaming…
- Wall Street Breakfast
Oil rallies on OPEC shock
Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)Show NotesShell warns global crude supply…
- Wall Street Breakfast
UAE exits OPEC
UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on strong…
- Wall Street Breakfast
Celestica stumbles post-earnings
Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S…
- Wall Street Breakfast
Microsoft and OpenAI now in open relationship
Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American merger…
- Wall Street Breakfast
Budget airlines seek government aid
Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI cost…
- Wall Street Breakfast
Earnings floodgate opens in Powell's last Fed Week
Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after steep…
- Wall Street Breakfast
Intel chips fly high
Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on Maduro’s…
- Wall Street Breakfast
DEA reschedules pot as less dangerous
Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke…
- Wall Street Breakfast
ServiceNow tanks on margins
ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon…
- Wall Street Breakfast
Spirit Airlines in line for government bailout
Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’…
- Wall Street Breakfast
OpenAI faces Florida probe
OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes a…
- Wall Street Breakfast
Consumers still spending
March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom ticket…
- Wall Street Breakfast
Cook hands Apple to Ternus
Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UBER)…
- Wall Street Breakfast
Jersey Mike's eyes $12B IPO valuation
Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydration…
- Wall Street Breakfast
Tariff refund rush begins
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google…
- Wall Street Breakfast
Tesla kicks off Mag 7 earnings
Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are…
- Wall Street Breakfast
Wall Street Roundup: Good news, earnings news
Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report…
- Wall Street Breakfast
Netflix co-founder logs out (are you sure?)
Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to…
- Wall Street Breakfast
Europe has six weeks of jet fuel left
IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to…
- Wall Street Breakfast
Ford revamp targets EV growth
Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks…
- Wall Street Breakfast
Trump escalates pressure on Powell
President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43)…
- Wall Street Breakfast
CAT powers up ag automation
Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers…
- Wall Street Breakfast
Banks mixed as earnings season starts
Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google…
- Wall Street Breakfast
PC rally fades on Nvidia denial
PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger…
- Wall Street Breakfast
Netflix ad outlook lifts sentiment
Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30)…
- Wall Street Breakfast
Flight cuts deepen on fuel shock
Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK bets big…
- Wall Street Breakfast
Earnings season begins as Trump threatens Hormuz blockade
Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and…
- Wall Street Breakfast
Wall Street Roundup: risk on/risk off
Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and…