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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Seeking Alpha’s flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Copyright: © Copyright Seeking Alpha
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)
Show Notes
Would replacing Powell at Fed really save on debt?
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Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)
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Biggest stock movers Thursday: TSLA, IBM, and more
Key takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plans
Servicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growth
IBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolio
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A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)
Show Notes
Who is paying the tariffs so far?
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Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)
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Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to possible Musk return to U.S. politics
Palo Alto deal for SentinelOne would be a major strategic shift - analyst
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Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)
Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics
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SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)
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Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contract following rejection of Meta’s $800M acquisition offer
Server hack on Microsoft affects 100 organizations - report
U.S. must cut permit times for natural gas projects or risk losing AI race, EQT boss Rice warns
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Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)
Show Notes
Figma looks to raise $330 million in IPO
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Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)
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Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta inflated EV car sales to hit aggressive targets - report
SA Asks: What's the most attractive robotaxi stock right now?
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Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)
Show Notes
Earnings Calendar
Dividend Roundup
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Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).
Show links:
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson & Johnson Q2 2025 Earnings Call Transcript
Episode transcripts: seekingalpha.com/wsb
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