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
C3.ai’s big miss
C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall…
- Wall Street Breakfast
Microsoft, Nvidia, Uber back Wayve's $1.2B funding
Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds…
- Wall Street Breakfast
UBS hikes private credit default view
UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid…
- Wall Street Breakfast
FedEx demands tariffs return to sender
FedEx (FDX) sues U.S. for full refund of IEEPA tariffs. (00:15) Hims & Hers Health (HIMS) discloses SEC investigation over copycat GLP-1s; stock falls. (01:20)…
- Wall Street Breakfast
Futures slip amid renewed tariff-related uncertainty
Stock index futures slide amid renewed tariff-related uncertainty. (00:14)DHS shutdown clouds TSA PreCheck, raising operational risks for airlines and travel…
- Wall Street Breakfast
Wall Street Roundup: Supreme Court Rules
Walmart, Carvana and Blue Owl; AI spending (0:20) Supreme Court strikes down Trump's global tariffs (9:30)Episode transcripts: seekingalpha.com/wsbShow links…
- Wall Street Breakfast
Carvana drops despite higher sales
Carvana's (CVNA) Q4 profitability loses traction; shares crater more than 20%. (00:14) DoorDash (DASH) sees double-digit growth in orders, GOV; sets upbeat Q1…
- Wall Street Breakfast
Japan sends $36B flowing into U.S. energy
SoftBank among firms interested in $36B Japan-financed projects announced by Trump admin in Texas, Georgia, and Ohio. (00:14) YouTube back online after…
- Wall Street Breakfast
Masimo jumps as Danaher nears $10B deal
Danaher (DHR) nears $10B acquisition of medical tech company Masimo (MASI), FT reports. (00:14) Elliott builds over 10% stake in Norwegian Cruise Line (NCLH)…
- Wall Street Breakfast
Walmart headlines holiday earnings week
Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on…
- Wall Street Breakfast
Wall Street Roundup: economic data, earnings updates
Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings…
- Wall Street Breakfast
Buy now, pay later: A split decision
Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into…
- Wall Street Breakfast
Gallup ends presidential approval tracking
The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing…
- Wall Street Breakfast
McDonald’s arching toward 50K
McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone…
- Wall Street Breakfast
Jobs beat shifts Fed cut timeline
January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13)Show…
- Wall Street Breakfast
Amazon adds BETA to cart
Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna (MRNA) shares drop after FDA refuses to file for mRNA-1010…
- Wall Street Breakfast
Flat retail sales highlight K-shaped economy
Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros…
- Wall Street Breakfast
BP cuts the flow on buybacks
BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08)…
- Wall Street Breakfast
ChatGPT growth reaccelerates
Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S…
- Wall Street Breakfast
HIMS loses weight in premarket trade
Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin…
- Wall Street Breakfast
Delayed data deluge
Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off…
- Wall Street Breakfast
Wall Street Roundup: risk off
Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and…
- Wall Street Breakfast
Stellantis pays $26B for EV bets
EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case…
- Wall Street Breakfast
Crypto crash continues
Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless claims…
- Wall Street Breakfast
Alphabet’s growth comes with a capex bill
Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance. (01:14)…
- Wall Street Breakfast
Washington Post announces sweeping layoffs
The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael Burry…
- Wall Street Breakfast
Bahama Breeze comes off Darden’s menu
Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13)…
- Wall Street Breakfast
PayPal CEO out, Disney succession set
PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over…
- Wall Street Breakfast
Palantir powers past expectations
Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry…
- Wall Street Breakfast
Disney outlook casts a shadow
Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical…
- Wall Street Breakfast
Cautious start for Wall Street
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide…
- Wall Street Breakfast
Warsh looms over jobs report
Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips…
- Wall Street Breakfast
Wall Street Roundup: big name earnings
Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new…
- Wall Street Breakfast
Trump picks Kevin Warsh as next Fed chief
Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)Show NotesMiss the…
- Wall Street Breakfast
Fed chair pick—today?
Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple…
- Wall Street Breakfast
Software selloff hits tech, markets
Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller…
- Wall Street Breakfast
Big Tech lights up the premarket
Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud…
- Wall Street Breakfast
Fed hits the pause button
Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate…
- Wall Street Breakfast
ASML trims the ranks
ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down…
- Wall Street Breakfast
UnitedHealth rout deepens
UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence…
- Wall Street Breakfast
Meta takes another shot at subscriptions
Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain…
- Wall Street Breakfast
The biggest restaurant chain hits the states
Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple…
- Wall Street Breakfast
DHS standoff drives shutdown odds
Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs…
- Wall Street Breakfast
Megacaps vs. the Fed this week
Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of…
- Wall Street Breakfast
Winter storm brewing, carts filling
Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18)…
- Wall Street Breakfast
Rates rise on sticky inflation
Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel…
- Wall Street Breakfast
Intel surges into earnings
Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount…
- Wall Street Breakfast
Trump backs off Greenland tariffs
Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze…
- Wall Street Breakfast
Berkshire may exit Kraft Heinz
Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single-family…
- Wall Street Breakfast
Netflix bids cash for Warner
Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold prices surge…
- Wall Street Breakfast
Futures slip as trading resumes
Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set to be…
- Wall Street Breakfast
Trump tariffs loom over Davos summit
Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings in focus…
- Wall Street Breakfast
Power producers spark higher
Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:03) Dimon…
- Wall Street Breakfast
TSMC, Lam Research spark early market rally
Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers. (01:28)…
- Wall Street Breakfast
Gold and silver hit new highs
Rally keeps going as safe-haven demand surges. (0:15) Citi, BofA, Wells Fargo report; Netflix reworks Warner bid. (1:17) Honeywell plans Quantinuum IPO. (2:41)…
- Wall Street Breakfast
Saks Global’s luxury gamble fails
Saks Global files for Chapter 11 bankruptcy, secures $1.75B financing commitment. (00:22) Coca-Cola (KO) axes Costa Coffee sale over lower bids - report…
- Wall Street Breakfast
CPI hits a sweet spot as earnings kick off
December core CPI comes in cooler. (0:15) Trump renews pressure on Powell as central bankers back him. (1:04) Earnings season begins with JPMorgan upbeat on…
- Wall Street Breakfast
Trump targets Iran trade with new tariffs
Iran's top trading partners that could face new tariffs. (00:24) New York Fed's Williams signals no rush for another rate cut. (01:26) Aldi plots next phase of…
- Wall Street Breakfast
Paramount presses Warner board
Paramount Skydance nominating its own Warner directors. (0:15) Ex-Fed chiefs defend Jerome Powell as DOJ subpoenas roil independence. (1:12) Credit card…
- Wall Street Breakfast
Fed Chair Powell faces criminal investigation
Federal prosecutors open criminal investigation into Fed Chair Powell - NYT. (00:14) Allegiant (ALGT) to acquire Sun Country (SNCY) in $1.5B cash-and-stock…