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
Activists target Pepsi
Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)Show NotesThe most…
- Wall Street Breakfast
Wall Street futures slip to start September
Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26)…
- Wall Street Breakfast
Crucial jobs report highlights short week
The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08)…
- Wall Street Breakfast
Wall Street Roundup: valuation concerns and uncharted waters
Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show…
- Wall Street Breakfast
Caterpillar expects bigger tariff hit
Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58)…
- Wall Street Breakfast
'Economy slowing, but still clearly growing'
Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO…
- Wall Street Breakfast
Nvidia's big China question
Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales…
- Wall Street Breakfast
Futures flat as traders await Nvidia earnings
Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50).Show links: 'Cooked' To…
- Wall Street Breakfast
Trump fires Cook, threatens more tariffs
Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15).Show links: The firing of Lisa Cook might be…
- Wall Street Breakfast
After Dow's record close, stock futures lower
Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).Episode…
- Wall Street Breakfast
It's Nvidia earnings time
The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post…
- Wall Street Breakfast
Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments
Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell…
- Wall Street Breakfast
Markets wait on Powell's next words
Powell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six…
- Wall Street Breakfast
Microsoft clamps down on China
Microsoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI…
- Wall Street Breakfast
FDA reels in radioactive shrimp at Walmart
Walmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32)…
- Wall Street Breakfast
Return of the SPAC King
Chamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking…
- Wall Street Breakfast
SoftBank pours $2B into Intel
Intel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV…
- Wall Street Breakfast
Dan Ives shakes up his AI 30
Wedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for…
- Wall Street Breakfast
Penny stock selloffs spark scam fears - report
Penny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with…
- Wall Street Breakfast
What will Powell say at Jackson Hole?
Markets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)Show…
- Wall Street Breakfast
UnitedHealth jumps as funds boost stakes
Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US…
- Wall Street Breakfast
Wholesale inflation soars
The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior…
- Wall Street Breakfast
Bullish soars 84% on debut
Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the…
- Wall Street Breakfast
CAVA slides on sales miss
CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman…
- Wall Street Breakfast
CPI arrives in line as core inflation trends up
The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)Show…
- Wall Street Breakfast
Trump picks EJ Antoni for BLS top job
Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30)…
- Wall Street Breakfast
Audiences return to theaters
AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could…
- Wall Street Breakfast
U.S. companies absorb tariff hit
U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report…
- Wall Street Breakfast
Inflation expected to tick up
The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting…
- Wall Street Breakfast
Trump nominates adviser Miran to Fed
Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific…
- Wall Street Breakfast
Eli Lilly shares hammered
Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump…
- Wall Street Breakfast
Tariff win sends TSMC higher
TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip…
- Wall Street Breakfast
Golden Arches comeback
The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show NotesThe…
- Wall Street Breakfast
Novo Nordisk trims outlook on rising rivalry
Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly…
- Wall Street Breakfast
Trump eyes pharma tariffs at 250%
The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the…
- Wall Street Breakfast
AI powers Palantir’s 48% revenue jump
Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS)…
- Wall Street Breakfast
Tesla awards Elon 96 million shares
The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to…
- Wall Street Breakfast
Boeing defense workers walk off the job
Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic…
- Wall Street Breakfast
Wall Street's big data headache
With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week…
- Wall Street Breakfast
Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics
Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed…
- Wall Street Breakfast
Trump signs new tariff order
Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal…
- Wall Street Breakfast
Microsoft joins the $4 trillion club
Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite…
- Wall Street Breakfast
All eyes on Amazon and Apple
Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor'…
- Wall Street Breakfast
Fed holds, markets cut odds of future cuts
The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as…
- Wall Street Breakfast
Starbucks perks up after turnaround update
Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts…
- Wall Street Breakfast
UnitedHealth warns on rising medical costs
UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern…
- Wall Street Breakfast
Chart Industries soars on takeover talk
Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling…
- Wall Street Breakfast
Firefly Aerospace aims to raise $600M via IPO
Space startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all…
- Wall Street Breakfast
China's Zhipu ramps up AI battle
Rising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital…
- Wall Street Breakfast
Four Mag 7 stocks and the Fed on tap
The Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37)…
- Wall Street Breakfast
Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts
Tesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week…
- Wall Street Breakfast
New Paramount must ditch bias, says FCC in merger OK
Paramount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for…
- Wall Street Breakfast
The job market that won't quit
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it…
- Wall Street Breakfast
Tesla touts ambitious plans, market shrugs
Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals…
- Wall Street Breakfast
Meme stocks Class of '25
A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is paying the…
- Wall Street Breakfast
Detroit 3 cry foul on Japan tariff deal
Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox…
- Wall Street Breakfast
The Marlboro Man returns
Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)Show…
- Wall Street Breakfast
Buyout buzz boosts SentinelOne
SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR…
- Wall Street Breakfast
24 hour trading takes another step
Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)Show…
- Wall Street Breakfast
Microsoft sounds alarm on SharePoint attacks
Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT…