Wall Street Breakfast

Latest Episodes:

Fed meeting: dissent is the word Sep 14, 2025

Show notes

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)
Show Notes
Seeking Alpha analysts’ top dividend stocks
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: red flag, green flag Sep 12, 2025

Show notes

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).
Show Notes
Trump seeks to oust Lisa Cook before Fed's policy meeting next week
U.S. stocks mixed as investors look for direction with Fed decision looming
CPI in charts: Annual core inflation rate holds at 3.1% in August
Episode transcripts: seekingalpha.com/wsb
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Microsoft, OpenAI chart new path Sep 12, 2025

Show notes

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56)
Episode transcripts seekingalpha.com/wsb.
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Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Airlines going out of business - report
Tesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letter
Nvidia's supplier SK hynix ready with next-gen memory chip for AI
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CPI clears way for Fed rate cut Sep 11, 2025

Show notes

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)
Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts
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.

Futures edge higher ahead of CPI report Sep 11, 2025

Show notes

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instruments' CEO sees ‘strong growth’ of about 50% in data center market
Opendoor names new CEO, co-founders rejoin board
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Klarna pops on NYSE debut Sep 10, 2025

Show notes

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)
Show Notes
Chewy tumbles on profit drop
Wells Fargo sees S&P 7,200
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.

Oracle surges as future contracts pile up Sep 10, 2025

Show notes

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlook
Taiwan Semiconductor’s August sales rise 34% as AI demand stays strong
Trump administration moves to regulate pharmaceutical ads on TV and social media
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Jobs see record downward benchmark revision Sep 09, 2025

Show notes

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)
Show Notes
Goldman’s top investment opportunities for Q4
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.

Nebius rockets on $17B Microsoft deal Sep 09, 2025

Show notes

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overseas - report
Murdoch family settles succession dispute with Lachlan remaining in control of News Corp and Fox
Intel shuffles execs as it looks to boost growth; former co-CEO to depart
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Tesla U.S. market share at 8-year low Sep 08, 2025

Show notes

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)
Show Notes
The non-tech sectors talking AI
Episode transcripts seekingalpha.com/wsb
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