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
Fed chief says ultimately tariff costs will be paid, in part by end consumers. (0:18) Dot plot still predicts two rate cuts this year. (1:44) Stocks end mixed as yields see a late rise. (3:12)
Episode transcripts: seekingalpha.com/wsb
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Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars still biggest concern (4:05).
Show Notes:
Housing starts plunge more than expected in May, building permits also drop
Netflix quietly slides into live TV business via partnership with France's TF1
Alibaba-backed MiniMax mulls Hong Kong IPO - report
Marvell rises as analysts praise custom AI event announcements
Episode transcripts: seekingalpha.com/wsb
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Sam Altman says Meta is offering huge sums to lure his employees away. (0:15) Senate passes stablecoin legislation. (1:14) Traders watching this pizza indicator. (2:19)
Show Notes
Hexagon launches new humanoid robot
What is MiniMax?
X sues New York
Episode transcripts: seekingalpha.com/wsb
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Kraft Heinz to phase out all articial colors in products. (0:15) Retail sales sink, feeling tariffs hit. (1:27) Court rules Apple thwarts love. (3:49)
Show Notes
The 5 mega forces driving equity conditions
Episode transcripts: seekingalpha.com/wsb
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Tehran has sent singals through intermediaries to de-escalate, WSJ says. (0:15) WhatsApp is getting ads. (0:51) Cocoa prices cooling. (2:09)
Show Notes
The Fed ‘hates’ Trump’s policies
Episode transcripts: seekingalpha.com/wsb
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Scale AI's largest customer Google (GOOG) (GOOGL) plans to part ways with startup after META deal - report. (00:23) Another activist investor calls for changes at Victoria's Secret (VSCO) - report. (01:43) Southwest (LUV) equipping fleet with Honeywell (HON)-designed cockpit alert software. (02:56)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: SRPT, CSCO, and more
What are stablecoins?
U.S. pushes Vietnam to reduce reliance on Chinese tech - report
Japan, Europe and China tipped to outperform U.S. stocks over next decade
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Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
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