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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:
    Bullish soars 84% on debut Aug 14, 2025
    Show notes

    Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: COHR, RRGB, and more
    Foxconn sees AI server demand growing after Q2 profit soars
    Two Pentagon projects set to be axed, risking costly do-over - report
    Cisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driver
    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.

    CAVA slides on sales miss Aug 13, 2025
    Show notes

    CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: CRWV, INTA, and more
    Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
    Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - report
    AI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJ
    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.

    CPI arrives in line as core inflation trends up Aug 12, 2025
    Show notes

    The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)
    Show Notes
    Citi boosts its S&P target
    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 picks EJ Antoni for BLS top job Aug 12, 2025
    Show notes

    Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: Pot stocks, BBAI, and more
    China urges firms not to use Nvidia's H20 chips, Bloomberg reports
    Trump signals openness to Nvidia selling scaled-back Blackwell to China
    Archer Aviation Q2 loss widens
    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.

    Audiences return to theaters Aug 11, 2025
    Show notes

    AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)
    Show Notes
    The best sectors for tactical investors
    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.

    U.S. companies absorb tariff hit Aug 11, 2025
    Show notes

    U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers today: Crypto stocks, AI, and more
    Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
    Trump admin considers BLS critic E.J. Antoni to lead agency - WSJ
    Palantir’s record run tests investor faith as valuation soars to S&P 500 peak
    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.

    Inflation expected to tick up Aug 10, 2025
    Show notes

    The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)
    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.

    Trump nominates adviser Miran to Fed Aug 08, 2025
    Show notes

    Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32)
    Show Notes
    The Trade Desk shares get hammered
    Intel CEO reaffirms commitment to the company
    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.

    Eli Lilly shares hammered Aug 07, 2025
    Show notes

    Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)
    Show Notes
    Warner Bros. Discovery mixed results
    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.

    Tariff win sends TSMC higher Aug 07, 2025
    Show notes

    TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: ABNB, DKNG, and more
    The Week After: How has MSFT performed since FQ4 earnings?
    AppLovin outlines 20–30% annual growth target and expands AXON platform globally as e-commerce ramps
    IonQ outlines $1.6B cash position and targets 80,000 logical qubits by 2030 while expanding global quantum footprint
    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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