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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:
    Tariff hit sends auto stocks sliding Mar 04, 2025
    Show notes

    "No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: WBA, ILMN, and more
    Investors may be riding a ‘bucking bronco’ stock market into April
    Bitcoin's back to where it started after strategic reserve spike
    Stocks are no longer sensitive to yields, U.S. dollar – Morgan Stanley
    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.

    Stagflation scare Mar 03, 2025
    Show notes

    ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)
    Show Notes
    Goldman's cheap healthcare picks
    Kroger CEO out for personal conduct
    Domino's joins the stuffed crust scene
    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.

    U.S. crypto reserve takes shape Mar 03, 2025
    Show notes

    Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and more
    Google co-founder urges AI staff to 'turbocharge' efforts, work 60 hours per week
    China's Honor plans to invest over $10B in AI devices
    Europe rallies behind Ukraine after Trump-Zelenskyy clash, defense stocks soar
    Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

    Jobs report will be watched for DOGE impact Mar 02, 2025
    Show notes

    Payrolls seen rising by 150,000 with jobless rate staying at 4%. (0:18) Target set to report earnings. (1:46) DeepSeek claims cost-profit ratio of 545%. (3:01)
    Show Notes
    Earnings Calendar
    Time to stop using bonds as a hedge?
    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.

    Nvidia's solid earnings, jobs expectations and fighting inflation Feb 28, 2025
    Show notes

    Nvidia's solid earnings - steady as she goes (0:26). More chip and cybersecurity earnings coming next week (2:25). Tesla's slide (3:55) UnitedHealth, DOJ probe, and Medicaid cuts (5:30). Jobs expectations and fighting inflation (7:20).
    Episode transcripts: seekingalpha.com/wsb.
    Show links:
    UnitedHealth sends Medicare insurers lower after report on DoJ probe
    Elon Musk’s DOGE agents said to have gained access to Medicare systems
    AMD unveils next-gen graphics cards for gamers, challenging Nvidia dominance
    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.

    Rocketlab drops, SoundHound climbs in premarket trading Feb 28, 2025
    Show notes Biggest stock movers Friday: HPQ, SOUN, and more. (00:27) Edison (EIX) says confident in California wildfire fund that may shield it from claims. (01:05) TikTok (BDNCE) to park $8.8B for data centers in Thailand - report. (01:51)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Bitcoin falls below $80,000, at risk of erasing all post-election gains
    Red Robin's surprise rally shows investor confidence in turnaround plan
    Alphabet falls into oversold territory for the first time in 5 months
    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.
    Bearish sentiment on stocks soars Feb 27, 2025
    Show notes

    Individual investor pessimism nears Great Recession levels. (0:15) DOGE layoffs starting to show in data. (2:39) Amazon unveils quantum chip. (4:40)
    Show Notes
    Median age of first-time homebuyers tops 50
    Analysts applaud Nvidia
    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.

    Ben & Jerry’s founders eye a second scoop Feb 27, 2025
    Show notes

    Ben & Jerry in talks to buy back eponymous brand from Unilever (UL). (00:30) Anheuser-Busch (BUD) sees only a limited impact on beer prices from tariffs in 2025. (02:05) META said to apologize for glitch that flooded Instagram Reels with graphic content. (02:56)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: SNOW, CRM, and more
    Moderna slides on report of Trump team reevaluating bird flu vaccine funding
    China's Baidu plans to unveil AI model Ernie 4.5 in March - report
    Rithm Acquisition prices $200M IPO at $10 per share
    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.

    Nvidia tops estimates with 'mind-blowing' 80% revenue rise Feb 26, 2025
    Show notes

    Nvidia beat on the top and bottom lines and guided revenue above forecasts. (0:15) Blackwell GPU sees fastest ramp in company history.
    Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

    McDonald's says you won't shell out more for eggs Feb 26, 2025
    Show notes

    McDonald's says not to egg surcharges and plans $1 McMuffin promo. (0:16) New homes sales slump. (2:38) Amazon unveils Alexa+ with AI. (4:08)
    Show Notes
    Wells Fargo says good time to buy communications - see their picks
    Super Micro options bulls get windfall
    Moomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.

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