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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:
    Wall Street Roundup: AI trade, market melt up Jul 11, 2025
    Show notes

    Musk, Tesla, more politics (0:20). Betting on Nvidia and the AI trade (2:55). Markets continue higher despite concerns (5:40). Financial earnings coming next week; sector showing strength (8:40).
    Show Notes:
    Nvidia hits $4 trillion market cap
    Netflix Is Still King
    Most Fed officials see rate cut as appropriate this year: FOMC minutes
    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.

    Bitcoin blasts past $117K Jul 11, 2025
    Show notes

    Bitcoin (BTC-USD) hits all-time high of $117K as crypto rally gains momentum. (00:21) DOJ clears path for T-Mobile's (TMUS) $4.4B acquisition of UScellular assets, closes antitrust probe. (01:16) Trump slaps 35% levy on Canada, warns further hikes if Ottawa retaliates. (02:57)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: Crypto stocks, and more
    Tesla applies to test robotaxis in Phoenix, Arizona - report
    Trump to make 'major statement' on Russia on Monday, eyes sanctions - report
    Brazil tariff shock rattles Dutch Bros as coffee futures climb
    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.

    Meta spending like the Yankees Jul 10, 2025
    Show notes

    Meta reportedly offered $200 million to poach an Apple AI exec. (0:15) Delta rallies post-earnings. (1:53) Ferrero Group buys Kellog’s. (2:18)
    Show Notes
    Disney+ adds more UK shows
    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.

    It’s a wrap Jul 10, 2025
    Show notes

    McDonald's brings back the popular Snack Wrap after a long hiatus. (00:21) Trump tariffs: Nissan (NSANY) halts US production for three models for Canadian market. (01:16) Taiwan Semiconductor’s (TSM) Q2 sales rise 39% as AI demand stays strong. (02:08)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: KLG, DAL, and more
    Autodesk considers acquisition of software firm PTC: report
    Intel prices Mobileye share sale
    Nvidia’s CEO Jensen Huang plans to meet Chinese leaders while AI curbs linger - report
    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.

    Copper retreats, crude oil gains Jul 09, 2025
    Show notes

    Trump's tariffs on semis and pharmaceuticals (0:30), Copper retreats from record high, crude oil gains (1:55). Tesla, Musk and Dan Ives (3:55). Dallas Fed on Trump immigration policies (5:10).
    Show Notes
    Copper retreats from record high, crude oil gains after EIA forecast
    U.S. stock futures inch higher as tariff updates remain in focus
    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.

    Inflation expectations look anchored Jul 08, 2025
    Show notes

    New York Fed survey sees near-term inflation expectations moderate. (0:15) Uber to benefit from no tax on tips. (1:44) Three things Tesla’s board should do. (2:37)
    Show Notes
    Goldman, BofA up S&P targets
    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.

    Samsung warns of 56% profit slide Jul 08, 2025
    Show notes

    Samsung (SSNLF) warns 56% slump in Q2 profit as U.S. curbs hit AI chip business. (00:20) Discounter disconnect: Family Dollar officially separates from Dollar Tree (DLTR). (01:09) Energy Department warns of more U.S. blackouts by 2030 from relying on renewables. (01:31)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: WOLF, CIEN, and more
    Trump says U.S. will send more weapons to Ukraine after last week's pause
    Epic Games settles antitrust app store case against Samsung
    China issues warning to Trump over tariffs, vows countermeasures targeting key US supply chains
    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.

    Xpeng's AI EV Jul 07, 2025
    Show notes

    The Chinese EV company has an SUV with its own Turing chip. (0:14) Tesla slumps as Elon Musk presses on politics. (1:32) BofA resumes telecom coverage. (3:52)
    Show Notes
    CoreWeave to buy Core Scientific
    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.

    Bargain week begins Jul 07, 2025
    Show notes

    Retail war: Amazon(AMZN), Walmart (WMT) to launch dueling sales events this week. (00:26) Lutnick says Trump’s tariffs to take effect on August 1. (01:48) ‘Jurassic World Rebirth’ (CMCSA) roars to $91.5M domestic debut, global total tops $318M. (02:24)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: TSLA, WNS, and more
    Stock index futures fall as Trump threatens tariffs on BRICS-aligned nations
    Carney says possible oil pipeline project is 'highly likely’ in Canada
    Oracle is said to offer big discounts to U.S. government on software
    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 deadline week Jul 06, 2025
    Show notes

    Trump will start sending out tariff letters to nations as Wednesday deal deadline nears. (0:17) Conagra to report earnings – bull v. bear. (1:54) Elon Musk announces American First party. (2:14)
    Show Notes
    Tech picks for Q3
    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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