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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:
    Crucial jobs report highlights short week Aug 31, 2025
    Show notes

    The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)
    Show Notes
    Earnings Calendar
    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: valuation concerns and uncharted waters Aug 29, 2025
    Show notes

    Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).
    Show Notes
    Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
    MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
    More Volatility Ahead In This AI Bull Market
    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.

    Caterpillar expects bigger tariff hit Aug 29, 2025
    Show notes

    Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (2:02)
    Show Notes
    Alibaba misses earnings expectations
    UnitedHealth under pressure over loans
    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.

    'Economy slowing, but still clearly growing' Aug 28, 2025
    Show notes

    Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40)
    Show Notes
    Lumber on the brink of bear market territory as tariff-driven rally fizzles outTeva gets FDA nod for generic version of Novo's weight loss drug
    Pending home sales dip 0.4% in July, weaker than expected
    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.

    Nvidia's big China question Aug 28, 2025
    Show notes

    Nvidia tops expectations, but forecasts zero China sales. (0:15) White House says it has fired newly-appointed CDC director. (2:28) Tesla European sales continue to slide. (3:25)
    Show Notes
    Snowflake rallies as AI boosts revenue
    YouTube, Fox avert blackout for now
    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 flat as traders await Nvidia earnings Aug 27, 2025
    Show notes

    Futures flat as traders await Nvidia earnings (0:30), Cook's lawyer says she'll sue, (2:00), Musk's lawyers try to stop OpenAI (3:50).
    Show links:
    'Cooked' To Perfection, Small Caps Sizzle: Top Stocks Under $10
    Trump admin outlines rare earth plan to break China's dominance
    Fed Gov Lisa Cook's lawyer says she will sue Trump admin to keep her job
    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.

    Trump fires Cook, threatens more tariffs Aug 26, 2025
    Show notes

    Trump fires Fed Governor Cook (0:25), threatens more tariffs (2:40), and Hassett on Fed chair nominee pick (3:15).
    Show links:
    The firing of Lisa Cook might be a warning for Powell
    IBM and AMD join hands to build future computing
    Gilead granted EU nod for twice-yearly HIV PrEP therapy
    AT&T strikes $23B deal to buy spectrum licenses from EchoStar
    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.

    After Dow's record close, stock futures lower Aug 25, 2025
    Show notes

    Stock futures slightly lower after Dow's record close (0:30), home sales falling (2:19), and Abercrombie & Fitch partner with the NFL (3:10).
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Powell In Jackson Hole, A Little Too Late - Danielle DiMartino Booth
    Home sales falling through at highest rate in years
    Abercrombie & Fitch announces fashion partnership with NFL
    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.

    It's Nvidia earnings time Aug 24, 2025
    Show notes

    The chipmaker’s numbers could signal if the AI trade still has legs. (0:17) Post-Jackson Hole, the Fed’s favorite inflation gauge hits. (1:54) European post offices pause package shipments to the U.S. (3:19)
    Show Notes
    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: Markets celebrate Powell's Jackson Hole comments Aug 22, 2025
    Show notes

    Reactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarks
    Chip stocks gain after Fed Chair Powell's speech at Jackson Hole
    Cleveland Fed Pres. Hammack: Inflation is too high and trending higher
    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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