Wall Street Breakfast
Kanaal Besonderhede
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
Onlangse Episodes
1114 episodes
Record shutdown meets election day
Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear mar...
Michael Burry bets against AI
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands...
Palantir’s big gains, bigger drop
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) S...
OpenAI and Amazon in $38 billion cloud deal
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to...
Top FDA exec ousted
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’...
Tesla's trillion dollar question
Tesla shareholders will vote on Elon Musk’s $1 trillion pay package. (0:17) Berkshire Hathaway’s cash pile keeps growing. (1:28) Palantir set to repor...
Wall Street Roundup: is this time really different?
Highly divided Fed meeting (0:45). Amazon earnings, layoff concerns (2:35). Meta's pretty good earnings; difference between Meta and Alphabet (6:00)....
Nasdaq climbs on tech wins
Nasdaq futures rise sharply as Amazon (AMZN), Apple (AAPL) results bring cheer. (00:26) Disney (DIS) channels go dark on YouTube TV over disputes. (01...
Trump, Xi agree on rare earth, tariff relief deal
Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Mic...
Fed cuts rates but Powell flips December script
The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixe...
Joby’s taking off
Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillio...
Amazon weighs biggest corporate layoff yet
Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21) Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ba...
Qualcomm takes on Nvidia
Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)...
Novartis puts $12B on the table
Avidity (RNA) stock surges on $12B Novartis (NVS) deal. (00:29) Bessent unveils Fed chair finalists before year-end decision. (01:21) HSBC faces $1.1B...
The AI trade gets a pulse check this Fed week
Five of the Magnificent 7 stocks report earnings. (0:17) A Fed cut is considered a dead certainty. (1:52) Trade tensions ease with Asia, ramp up with...
Wall Street Roundup: are we in a bubble?
Tesla headlines earnings this week (0:25). GM pops, Netflix slides (1:50). Intel's strong results (5:50). Beyond Meat's meme stock moment (7:00). CPI...
IT outage grounds Alaska fleet again
Alaska Airlines (ALK) IT outage halts flights. (00:30) Target (TGT) cuts 1,800 corporate job positions in significant downsizing. (01:39) All eyes on...
Quantum names pop
IonQ (IONQ), Rigetti (RGTI), D-Wave (QBTS) surge on report of Trump administration quantum equity talks. (00:22) Beefing over beef: Trump says rancher...
Gold still struggling
The yellow metal remains under pressure as it nears correction territory. (0:16) Beyond Meat on a wild squeeze ride. (1:04) Meta laying off 600 superi...
DraftKings bets on predictions
DraftKings (DKNG) breaks into the prediction market industry through an acquisition. (00:23) Netflix (NFLX) names Mattel (MAT) and Hasbro (HAS) for K-...
China's luxury conundrum
As GDP weakens, luxury brands seek new inroads to Chinese customers. (0:15) Warner Bros. Discovery open to a sale. (2:28) Jimmy Kimmel suspension cost...
Apple edges toward $4T
Apple (AAPL) iPhone 17, AI initiatives key as company approaches $4T market cap club: Wedbush. (00:20) Unilever (UL) postpones ice cream spinoff due t...
Markets march higher
Stock index futures rise ahead of busy earnings week, inflation data. (00:25) Chinese-linked hackers breached F5 networks for months, U.S. and U.K. is...
Wall Street Roundup: financial earnings, golden highs, data dearth
Big week for financial earnings (0:20). Dearth of economic data given government shutdown (3:20). AI dealmaking (6:50). CAT's valuation (10:40). Gold...
Regional bank worries drag futures lower
Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump ple...
Holidays getting a retail therapy boost
Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selli...
GIC sues Nio over inflated revenue
Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in...
Amazon swapping humans for AI
Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:0...
Stellantis bets on U.S. production
Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with...
Banks beat the Street
J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed...
Papa John’s delivers a hot slice
Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (...
Broadcom gets the OpenAi bump
The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:...
Crypto bounces back
Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS tel...
Earnings arrive as Trump downplays China trade fight
President says ‘don’t worry’ as China says it won’t back down. (0:17) Big banks to report in Q3 earnings curtain-raiser. (1:22) Warner Bros. reportedl...
Inflation report still in sight
Bureau of Labor Statistics recalls workers to get September inflation data ready — report. (00:22) Meet the brands that teenagers like the most: TikTo...
Meet Ferrari's Elettrica
Ferrari’s first EV will have 1,000 horsepower and unique engine sound. (0:15) Silver tops $50. (2:06) Hollywood vs. AI. (2:50)
Show Notes...
Netflix levels up
Netflix (NFLX) brings video games to TV screens in latest push beyond streaming. (00:20) Generic drug imports unlikely to face tariffs - report. (01:2...
Nvidia invests big in xAI
CEO Jensen Huang wishes he had invested more in xAI. (0:15) Analysts react to Tesla price cuts. (0:58) Dell rallies again. (1:58)
Show No...
Lawmakers urge broader China chip curbs
U.S. lawmakers urge broader China chip gear ban; AMAT, LRCX, KLAC in focus. (00:21) Air traffic controller shortages delay flights across U.S. (02:07)...
Gold futures top $4,000
Futures top the historic level and Goldman sees $4,900 by end ’26. (0:15) Aluminum plant fire hits Ford shares. (1:31) Lebron’s Second Decision is Ver...