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 alarm hits Wall Street
Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook…
- Wall Street Breakfast
STAAR prelims signal upside
STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO…
- Wall Street Breakfast
Markets pop on peace hopes
Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive…
- Wall Street Breakfast
Quantum computer fever cooling
Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods…
- Wall Street Breakfast
Insurers pop on Medicare rate hike
Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail…
- Wall Street Breakfast
Disney's new chapter in Paris begins
Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns…
- Wall Street Breakfast
PepsiCo exits Kanye fest
PepsiCo (PEP) exits London festival sponsorship after Kanye West named headliner. (00:14) UK tries to woo Anthropic to expand in London amid US clash: report…
- Wall Street Breakfast
Trump says he may blow up Iran and seize its oil
Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51) Show…
- Wall Street Breakfast
Anthropic leak hits Claude Code
Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in…
- Wall Street Breakfast
Oil gains after war talk
Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25)…
- Wall Street Breakfast
Nike plunges, options hint rebound
Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as…
- Wall Street Breakfast
RH feels housing chill
RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report…
- Wall Street Breakfast
McCormick Unilever 44.8B deal
McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to…
- Wall Street Breakfast
Gold hit hard, Goldman keeps $5,400 target
Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV…
- Wall Street Breakfast
Mistral loads up on Nvidia
Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours…
- Wall Street Breakfast
Holiday week meets key jobs report
Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict…
- Wall Street Breakfast
Wall Street Roundup: market shifts to defense
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30)…
- Wall Street Breakfast
Rates tick higher as housing demand grows
Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget…
- Wall Street Breakfast
Henkel adds shine with Olaplex
Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale…
- Wall Street Breakfast
Trump taps tech elite for science council
The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22)…
- Wall Street Breakfast
Peace plan pumps futures
Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute -…
- Wall Street Breakfast
Trading before the Tweets
Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The…
- Wall Street Breakfast
FCC router ban plugs into gains
U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée…
- Wall Street Breakfast
Trump roils markets touting quick end to Iran war
Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown…
- Wall Street Breakfast
Gold loses safe haven shine
Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07)…
- Wall Street Breakfast
Trump gives Hormuz ultimatum but markets wary
Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon…
- Wall Street Breakfast
SMCI hit by export scandal
Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia…
- Wall Street Breakfast
BoE fear hits Fed bets
BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience…
- Wall Street Breakfast
Micron tops, shares fall
Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01:41)…
- Wall Street Breakfast
Powell to stay on amid DOJ probe of Fed
Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait until…
- Wall Street Breakfast
The AI no one claims
What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappointing…
- Wall Street Breakfast
OpenClaw's gamechanger moment
Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet…
- Wall Street Breakfast
Beyond Meat slides on report delay
Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal…
- Wall Street Breakfast
Private credit meets redemptions
Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of…
- Wall Street Breakfast
Micron doubles Taiwan bet
Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia…
- Wall Street Breakfast
Fed meets as oil shock roils outlook
Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers…
- Wall Street Breakfast
Wall Street Roundup: war, oil, airlines, energy, AI, private credit
Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx…
- Wall Street Breakfast
Adobe beats, CEO exits
Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded…
- Wall Street Breakfast
The largest oil supply shock ever
IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly…
- Wall Street Breakfast
Atlassian trims staff for AI
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and enterprise…
- Wall Street Breakfast
Inflation holds, but oil looms
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:27)…
- Wall Street Breakfast
Oracle beat sends shares up
Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon hit, Super…
- Wall Street Breakfast
Ex-Meta AI chief LeCun's startup raises $1B seed
AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ackman’s…
- Wall Street Breakfast
AI spending drives TSMC
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China ties in…
- Wall Street Breakfast
Anthropic sues Pentagon over AI ban
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims and Hers…
- Wall Street Breakfast
G7 weighs oil market boost
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sale…
- Wall Street Breakfast
How high can oil go?
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI…
- Wall Street Breakfast
India to buy Russian oil as war disrupts supplies
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)Episode transcripts…
- Wall Street Breakfast
Oil surges as Hormuz shipping halts
Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire…
- Wall Street Breakfast
Ad deal buzz lifts Trade Desk
OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new…
- Wall Street Breakfast
Rate-cut plans hit an oil slick
Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked…
- Wall Street Breakfast
CrowdStrike ARR Tops $5.2B
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict…
- Wall Street Breakfast
Dip buyers face froth fighters
Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52) Show…
- Wall Street Breakfast
Tech drags futures lower
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO…
- Wall Street Breakfast
Travel stocks slide in wake of conflict
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe…
- Wall Street Breakfast
War shock sends oil up
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20)…
- Wall Street Breakfast
Khamenei killed, oil set to surge
What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show…
- Wall Street Breakfast
Wall Street Roundup: Nvidia beats and drops in edgy market
Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and…
- Wall Street Breakfast
Netflix taps out on WBD
Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model…
- Wall Street Breakfast
AI premium fades as staples surge
Investors rotate from AI to A1 as breadth increases. (0:16) Krispy Kreme and Shake Shack surge on earnings. (1:13) S&P 500 triggers sixth Hindenburg Omen…