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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:
    Golden Arches comeback Aug 06, 2025
    Show notes

    The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)
    Show Notes
    The competition for ‘dip alpha’ is heating up
    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.

    Novo Nordisk trims outlook on rising rivalry Aug 06, 2025
    Show notes

    Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
    Super Micro sinks as Q4 results, Q1 outlook falls short
    Nvidia reiterates its AI chips don't have backdoors or kill switches, urges against location verification
    AMD dips after earnings; revenue beats expectations, but data center growth slows
    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 eyes pharma tariffs at 250% Aug 05, 2025
    Show notes

    The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)
    Show Notes
    Don’t jump out of the saddle when stocks slide
    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.

    AI powers Palantir’s 48% revenue jump Aug 05, 2025
    Show notes

    Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: PLTR, HIMS, and more
    Taiwan Semi starts legal actions against potential trade secret violators - report
    Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVita
    Vertex Pharmaceuticals stock falls as pain drug fails in phase 2
    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.

    Tesla awards Elon 96 million shares Aug 04, 2025
    Show notes

    The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)
    Show Notes
    Tyson Foods rallies after higher beef prices power a beat-and-raise quarter
    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.

    Boeing defense workers walk off the job Aug 04, 2025
    Show notes

    Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: BLDE, COMM, and more
    Amphenol set to acquire CommScope unit in $10.5B deal - report
    Kugler’s sudden exit from Fed accelerates Powell succession planning: UBS
    SA Graphics: Here are the biggest S&P 500 winners and losers in July
    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's big data headache Aug 03, 2025
    Show notes

    With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)
    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: Tech earnings bring comfort, strange Fed dynamics Aug 01, 2025
    Show notes

    Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).
    Show Notes:
    Wall Street slumps to a negative close as trade jitters counter earnings euphoria
    UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
    Microsoft outlines double-digit revenue and operating income growth as AI momentum accelerates
    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 signs new tariff order Aug 01, 2025
    Show notes

    Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: AMZN, FIG, and more
    Amazon posts a powerhouse quarter again; shares fall as guidance is weighed
    Apple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'
    Trump issues 60-day ultimatum for big pharma to lower drug prices
    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.

    Microsoft joins the $4 trillion club Jul 31, 2025
    Show notes

    Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)
    Show Notes
    Tesla robotaxi chauffeurs?
    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.

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