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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: A tale of two Teslas Jun 06, 2025
    Show notes

    Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Musk And Trump Fight Goes Off The Rails
    Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates
    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.

    GLP-1s, Gen Z dent Jack Daniel’s sales Jun 06, 2025
    Show notes

    Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: TSLA, DOCU, and more
    Amazon set to test AI-powered humanoid robots for deliveries - report
    Rent the Runway's refreshed inventory lures in new shoppers
    DocuSign crashes as company lowers full-year billings guidance
    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.

    Is Tesla losing a Trump premium? Jun 05, 2025
    Show notes

    Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)
    Show Notes
    ETF inflows surge
    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.

    Auto trouble brewing over rare earth curbs Jun 05, 2025
    Show notes

    Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: MDB, TOPS, and more
    Trump signs travel ban for citizens from 12 countries, citing security concerns
    Canada to hold off response on higher U.S. metals tariffs
    Global energy investment to touch record $3.3 trillion in 2025, IEA says
    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.

    Wedbush AI ETF debuts Jun 04, 2025
    Show notes

    The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)
    Show Notes
    Highest-conviction picks from Jefferies
    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.

    Texas puts snacks on notice Jun 04, 2025
    Show notes

    Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: CRWD, HPE, and more
    Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
    Wells Fargo's asset cap is lifted by Federal Reserve after seven years
    Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'
    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.

    Barbie gets her own film studio Jun 03, 2025
    Show notes

    Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)
    Show Notes
    Meta buying nuclear power
    Is the tech rally vulnerable?
    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.

    Tech, Media Giants Slash More Jobs Jun 03, 2025
    Show notes

    Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to settle legal fight.(01:53)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: CRDO, BMBL, and more
    U.S. pushes countries for best trade offers by Wednesday as tariff deadline approaches - report
    Toyota Industries receives take-private offer from Group companies
    Huawei sets June 11 launch date for Pura 80 series smartphones
    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 aims to fully automate ads with AI Jun 02, 2025
    Show notes

    Meta intends to help brands create ad concepts with AI tools it’s developing. (0:15) Campbell’s says home cooking at highest level since pandemic. (1:52) Betting stocks jolted by Illinois tax. (2:43)
    Show Notes
    New AI stock darling Nebius looks to raise cash
    Morgan Stanley still bullish on U.S. exceptionalism
    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.

    Steel surges on tariff hike Jun 02, 2025
    Show notes

    Biggest stock movers Monday: U.S. steel stocks, and more. (00:21) Wall Street sees more weakness ahead for U.S. dollar. (01:15) Indivior (INDV) to delist from London Stock Exchange, maintain primary listing on Nasdaq. (02:21)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Samsung said to be close to wide-ranging deal with Perplexity for AI features
    Asian steelmaker stocks fall as Trump moves to double U.S. metal tariffs
    China 'firmly rejects' Trump's accusation on Geneva trade deal breach
    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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