Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
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Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Copyright: © Copyright Seeking Alpha
Apollo could be near deal for a major Yankees stake. (0:14) HP slides on industry forecast. (1:03) Media outlets sue Trump over ban. (1:47)
Show Notes
Bond market volatility a driver again
Episode transcripts seekingalpha.com/wsb.
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Musk's latest idea could shrink a Texas commute to 30 minutes. (00:14) The troubles facing Volkswagen (VLKAF) and Porsche (POAHY). (01:18) A controversial ad is putting Converse (NKE) back in the spotlight. (02:04)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: WBD, PSKY, and more
Paramount may face $30M fine per missed film under settlement terms: Bloomberg
N.Y. Yankees near deal giving Apollo 16% stake in storied franchise
Oil supertanker shortage: Another risk for gas prices
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Trump and Xi meet with trade, tariffs and AI on deck. (0:13) Trump pitches an AI Force while Google reveals Gemini breach. (1:07) Costco earnings put valuation in focus. (2:03)
Show Notes
Trump polls to rebrand AI
Journalists barred from White House
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb.
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It is a witching day! Steven Cress says as a long-term investor, don't make any investment decisions on it (0:30) Intapp (Quant Buy) reveals new partnership with OpenAI (2:00) Boot Barn trading like an AI stock (6:10) Costco, DoorDash and Uber (12:12)
Episode transcripts: seekingalpha.com/wsb
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Intapp (INTA) is bringing firms' institutional know-how into ChatGPT Enterprise. (00:13) The AI boom is creating an unlikely winner: work boots (BOOT). (00:48) Costco (COST) is giving members another way to skip the warehouse trip. (01:43)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: XENE, NUE, and more
Jensen Huang says Nvidia will double chip volume next year amid strong AI demand
Chinese AI models fetch fraction of OpenAI, Anthropic revenue despite lower costs: report
Amazon ordered to expand payment and eligibility threshold under Prime settlement
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Generac (Quant Hold) surged after announcing agreement with Amazon (Quant Strong Buy) (1:40) Powell in a similar situation to Generac (6:40) Growth does not look great for Kroger (Quant Hold) (9:05)
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Episode transcripts: seekingalpha.com/wsb
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Generac (GNRC) lands an $8B opportunity with Amazon (AMZN). (00:14) One food safety issue cost Kroger (KR) $100M. (01:23) The Fed raised rates. Trump responded. (02:23)
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Biggest stock movers Thursday: GNRC, FLNC, and more
SA Asks: What was the main takeaway from the FOMC's rate decision?
China's Huawei sets 2027 launch for new AI chips as it targets Nvidia
Trump orders block on Canadian goods for US federal contracts
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The Fed raises rates by a quarter point to 3.75%-4%. (0:14) Dot plot signals at least one more rate hike this year. (0:43) Stocks tumble as Treasury yields and the dollar surge. (1:51)
Show Notes
‘Dose of accommodation’ removed: Warsh
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SK Hynix reportedly eyes a Made-in-America memory bet. (00:15) A drone strike is still disrupting AWS in the Middle East. (01:16) Will the Fed deliver the hike markets expect? (02:00)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: INTC, VOD, and more
Meta’s Mark Zuckerberg joins Nvidia’s Huang in pushing back against AI slowdown
EU to propose social media restrictions for kids under 13
Retail traders chased cyber options but skipped the stocks
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A Trump calls hoax, odds of AI safety law plunge. (0:14) Dave & Buster's posts surprise loss. (1:13) Apple's “Widow's Bay” makes Emmy history. (1:57)
Show Notes
A history of good and bad tech predictions
Episode transcripts seekingalpha.com/wsb.
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