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    Business

    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

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    Copyright: © Copyright Seeking Alpha

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    Latest Episodes:
    Berkshire bids farewell to BYD Sep 22, 2025
    Show notes

    Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as shoppers seek value. (02:39)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: Crypto stocks, MTSR, and more
    Trump officials reportedly set to link Tylenol use during pregnancy to autism
    Samsung stock hits year’s high following report of Nvidia approval
    Saks is said to be in talks to sell stake in Bergdorf Goodman
    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: We need to talk about Intel Sep 19, 2025
    Show notes

    We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (14:15).
    Show Notes
    The Paradigm Shift No Investor Can Ignore
    Nvidia And Intel: More Than Just Strategic Messaging, Why Both Need It
    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.

    FedEx delivers earnings surprise Sep 19, 2025
    Show notes

    FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Take the Quiz: Investment News Quiz - Friday, Sept. 19
    Biggest stock movers Friday: XXII, FDX, UPS, and more
    Nvidia hires Enfabrica CEO and licenses AI startup's tech for over $900M: report
    Judge rules Amazon violated consumer law in Prime billing case
    Deutsche Bank CEO Christian Sewing to face multimillion-dollar lawsuit - report
    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.

    Jimmy Kimmel pulled from airwaves Sep 18, 2025
    Show notes

    ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: IONQ, CBRL, and more
    Novo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesity
    Trump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FT
    OpenAI & SoftBank's Japan AI venture delayed - report
    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.

    Fed cuts rates for first time this year Sep 17, 2025
    Show notes

    Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)
    Show Notes
    6 stocks for a Fed rate cut
    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.

    Markets watch Fed as US, UK seal $42B tech deal Sep 17, 2025
    Show notes

    US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Listen: Historic Day At The Fed With Danielle DiMartino Booth
    Biggest stock movers Wednesday: NFE, WDAY, and more
    Top 10 S&P 500 performing stocks ahead of the Fed's rate decision
    RCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - update
    Chinese tech stocks extend rally as AI spending spree intensifies
    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.

    Coffee prices are percolating Sep 16, 2025
    Show notes

    A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)
    Show Notes
    Could the Fed see an unprecedented tie vote?
    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.

    DOT grounds Delta-Aeromexico venture Sep 16, 2025
    Show notes

    Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform. (02:58)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: WBTN, PLAY, and more
    Oracle pops on report of involvement in TikTok deal
    Google to invest £5B for AI development in UK
    Dave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocus
    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.

    Trump calls for earnings just twice a year Sep 15, 2025
    Show notes

    The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)
    Show Notes
    OpenAI chairman agrees there’s AI bubble
    Bessent says TikTok deal framework agreed
    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.

    BofA says investors should think BIG Sep 15, 2025
    Show notes

    The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Webinar today: 6 Stocks Poised to Benefit From a Rate Cut
    Biggest stock movers Monday: MGA, FMST, and more
    Trump likely to extend TikTok deadline for the fourth time - report
    Many Americans use AI chatbots for financial advice, some with regret
    Chinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductors
    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.

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