Wall Street Breakfast

Latest Episodes:

Ubisoft cracks next level with Tencent Nov 24, 2025

Show notes

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: PONY, MP, and more
SA: What are the best defensive stocks right now?
Salesforce CEO Marc Benioff has a 'Holy S---' AI moment
Qwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rival
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Will Burry or BABA invigorate a short week? Nov 23, 2025

Show notes

Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)
Show Notes
50 stocks that mean the most to hedge funds
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge Nov 21, 2025

Show notes

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).
Show Notes
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices
Why the September jobs report will lead to more tariff cuts
Wall Street rebounds after the prior day’s volatile downturn
Episode transcripts: seekingalpha.com/wsb
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Brewing U.S. relief with Brazil beans Nov 21, 2025

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Nvidia battles the bears Nov 20, 2025

Show notes

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)
Show Notes
This bond action could signal the end of the equity bull market
Episode transcripts: seekingalpha.com/wsb
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Delayed jobs numbers drop today Nov 20, 2025

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Xiaomi EVs power into profit Nov 19, 2025

Show notes

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors include Nvidia (NVDA) - report. (01:41)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: PLUG, ON, and more
'Relax,' selloff is just P&L protection - Nomura
Elon Musk’s xAI in advanced talks to raise $15 billion lifting valuation to $230 billion - report
Warner Bros. Discovery board wants Paramount to offer around $30/share - Axios
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Cloudflare outage hamstrings internet Nov 18, 2025

Show notes

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)
Show Notes
Goldman’s best AI productivity stocks
Why traders are watching this key S&P level
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .

Bitcoin slides below $90K Nov 18, 2025

Show notes

Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: OWL, AXTA, and more
Nio's right-hand drive model Firefly enters production
Baidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%
China books nearly million tons of U.S. soybeans after brief pause - report
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Jeff Bezos creating AI startup Nov 17, 2025

Show notes

Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)
Show Notes
Netflix 10-for-1 stock split goes into effect
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions .