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Wall Street Breakfast

Seeking Alpha

300 episodes

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Episodes page 6 of 6

  1. Global borrowing costs soaring

    · 4:00

    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 deal. (2:52) Show Notes Duolingo sinks on soft guidance…

  2. Pinterest Pins Premarket Pop

    · 5:13

    Pinterest (PINS) jumps on strong results, above-expectation Q2 sales forecast. (00:14) Palantir Technologies (PLTR) perks up as Q1 results, guidance top Wall Street's forecast. (01:08) DOJ confirms antitrust…

  3. Cerebras seeks $3.5B IPO

    · 3:57

    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 rallies as QNX software powers millions of vehicles. (1:50)…

  4. GameStop adds eBay to cart

    · 5:43

    eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after weekend shutdown. (01:22) A2 Milk (ACOPF) recalls U.S. infant…

  5. Wall Street Roundup: tech reports

    · 18 min

    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) Robinhood earnings (15:35) Show links: Nasdaq crosses 25K for…

  6. Sandisk beats, shares slip

    · 5:34

    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 buyback. (01:17) Blue Owl (OWL) sold half of SpaceX's stake at…

  7. GDP shy, inflation stays hot

    · 3:56

    GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscaler. (2:00) Avis Budget CEO points to Pentwater in short squeeze.…

  8. Big Tech delivers, capex jumps

    · 5:20

    Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster guidance spook investors. (00:58) Amazon (AMZN) discusses 'The…

  9. Powell to stay on at the Fed

    · 3:35

    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. (2:37) Show Notes Why Powell says he’s staying Episode…

  10. Robinhood falls on Q1 miss, expenses boost

    · 4:31

    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 strategy takes priority. (3:31) Show Notes Seagate soars…

  11. Oil rallies on OPEC shock

    · 5:47

    Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14) Show Notes Shell warns global crude supply disruption could drag into 2027 Crude oil jumps as U.A.E.'s…

  12. UAE exits OPEC

    · 3:39

    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 organic revenue. (1:39) Show Notes Will a wealth tax cause an AI…

  13. Celestica stumbles post-earnings

    · 4:32

    Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor slams U.S. strategy on Iran. (2:30) Show Notes No cheap import autos…

  14. Microsoft and OpenAI now in open relationship

    · 4:09

    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. (2:29) Show Notes How are the top IPOs of ’25 faring? OpenAI…

  15. Budget airlines seek government aid

    · 3:48

    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 competition intensifies. (2:10) Show Notes See what the S&P…

  16. Earnings floodgate opens in Powell's last Fed Week

    · 5:08

    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 underperformance. (3:26) Show Notes Trump safe after shooting at…

  17. Intel chips fly high

    · 5:21

    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 removal. (01:53) Nike (NKE) cuts 1,400 jobs in another…

  18. DEA reschedules pot as less dangerous

    · 3:57

    Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keystroke tracking. (2:27) Show Notes Magic: The Gathering levitates…

  19. ServiceNow tanks on margins

    · 6:15

    ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in Elon Musk's warning of heavy capex spending. (01:25) Lululemon (LULU)…

  20. Spirit Airlines in line for government bailout

    · 3:18

    Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black Swan’ shock. (1:41) Show Notes Goldman says rally is getting harder…

  21. OpenAI faces Florida probe

    · 6:24

    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 reality. (01:32) Netflix (NFLX) eyes ‘Seinfeld’ studio lot at deep…

  22. Consumers still spending

    · 3:51

    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 prices for 2027. (2:11) Show Notes Condom prices jumping…

  23. Cook hands Apple to Ternus

    · 5:45

    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) discloses 11.52% stake in Lucid (LCID). (02:35) Episode…

  24. Jersey Mike's eyes $12B IPO valuation

    · 3:52

    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 drink. (2:11) Show Notes Why it looks too soon to short stocks…

  25. Tariff refund rush begins

    · 5:10

    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 (GOOG) (GOOGL) is said to explore new AI chip partnership…

  26. Tesla kicks off Mag 7 earnings

    · 3:40

    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 expected higher as gas prices cloud demand. (2:18) Show Notes…

  27. Wall Street Roundup: Good news, earnings news

    · 11 min

    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 (7:40) Show links: U.S. stocks rise to new highs as the…

  28. Netflix co-founder logs out (are you sure?)

    · 4:21

    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 Cerebras chip-powered AI servers. (2:33) Show Notes…

  29. Europe has six weeks of jet fuel left

    · 4:06

    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 their names. (2:19) Show Notes Goldman’s top long duration…

  30. Ford revamp targets EV growth

    · 4:22

    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 rally on funding, IPO plans and initiatives. (2:08) Show…

  31. Trump escalates pressure on Powell

    · 3:56

    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) Starbucks launches ChatGPT-powered AI tool to find the right…

  32. CAT powers up ag automation

    · 4:52

    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. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as…

  33. Banks mixed as earnings season starts

    · 3:24

    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 in global digital ad revenue. (2:02) Show Notes Power…

  34. PC rally fades on Nvidia denial

    · 4:56

    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 with American (AAL). (01:10) Amazon (AMZN) in advanced…

  35. Netflix ad outlook lifts sentiment

    · 3:11

    Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions. (1:30) Existing home sales falll as affordability and labor…

  36. Flight cuts deepen on fuel shock

    · 6:25

    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 on cancer comeback with aggressive trial push. (02:52)…

  37. Earnings season begins as Trump threatens Hormuz blockade

    · 3:24

    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 speakers guide rate outlook this week. (2:00) Show Notes…

  38. Wall Street Roundup: risk on/risk off

    · 17 min

    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 Intuit drop (9:17) Show links: U.S. stocks are mixed as core…

  39. AI alarm hits Wall Street

    · 5:08

    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, Instagram addiction. (02:01) U.S. Postal Service seeks stamp…

  40. STAAR prelims signal upside

    · 5:00

    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 Josh D’Amaro. (01:15) Cheap semaglutide copies in India…

  41. Markets pop on peace hopes

    · 4:38

    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 fire at Kimberly-Clark (KMB) California warehouse weighs on…

  42. Quantum computer fever cooling

    · 3:32

    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 orders fall on weak aircraft demand. (1:40) Show Notes Delta…

  43. Insurers pop on Medicare rate hike

    · 5:03

    Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN)…

  44. Disney's new chapter in Paris begins

    · 3:49

    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 of risks in private credit markets. (1:48) Show Notes…

  45. PepsiCo exits Kanye fest

    · 5:42

    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. (01:05) Soleno Therapeutics (SNO) rallies on report of…

  46. Trump says he may blow up Iran and seize its oil

    · 4:34

    Trump threatens big Tuesday Iran strikes over Strait deadline. (0:17) Markets brace for hotter inflation. (1:50) Payrolls crush expectations. (2:51) Show Notes Delta expected to report solid numbers Earnings Calendar…

  47. Anthropic leak hits Claude Code

    · 3:37

    Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55) Show Notes Stocks…

  48. Oil gains after war talk

    · 4:34

    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) Sam's Club (WMT) raises its annual membership fees - matches…

  49. Nike plunges, options hint rebound

    · 4:52

    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 core spending shows resilience. (2:07) Show Notes Artemis…

  50. RH feels housing chill

    · 6:56

    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. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding…

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