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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:
    Super Micro gains on preliminary Q2 report Feb 12, 2025
    Show notes

    Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: SMCI, UPST, Lyft, and more
    Schwab offers 24-hour trading to all retail clients - report
    Adios Gulf of Mexico as Google, Apple maps rename to Gulf of America
    DoorDash targets 2025 growth with focus on grocery, ads, and international expansion
    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.

    Apple and Alibaba team up on AI Feb 11, 2025
    Show notes

    AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)
    Show Notes
    EU aims for an AI continent
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    Trump signs new order; GameStop eyeing Bitcoin? Feb 11, 2025
    Show notes

    Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).
    Show Notes
    Baidu's CEO sees AI spending still required despite DeepSeek cost impact - report
    Nasdaq, S&P, Dow futures slide as Trump signs new tariffs order
    Biggest stock movers Tuesday: LSCC, FLNC, SMCI, and more
    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.

    Gold tops $2,900 for another record Feb 10, 2025
    Show notes

    The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)
    Show Notes
    Super Micro Computer stock up almost 50% heading into earnings
    Nvidia named Tactical Outperform by Evercore
    David Tepper's Appaloosa beefs up China bets
    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.

    Nippon Steel rethinks US Steel deal Feb 10, 2025
    Show notes

    Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29) Boeing plans to cut 400 employees from moon-rocket program. (02:35)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Monday: BP, X, and more
    Disney beginning to worry about costs of Disney vacations: report
    Here's why one economist sees no Fed rate cuts this year
    Fed rate hike could come as early as June: Apollo’s chief economist
    Find out more about Seeking Alpha's Virtual Analyst Reports here.

    CPI set to show inflation 'stubbornly strong' Feb 09, 2025
    Show notes

    January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)
    Show Notes
    Earnings Calendar
    Top 10 value stocks
    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.

    AI earnings, tariff threats, and bellwether stocks Feb 07, 2025
    Show notes

    Palantir's soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).
    Episode transcripts: seekingalpha.com/wsb
    Show links:
    Shorting Palantir: Valuation Matters
    How to fund a U.S. sovereign wealth fund?
    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.

    e.l.f. Beauty’s glow fades on weak guidance Feb 07, 2025
    Show notes

    TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Friday: AMZN, PINS, and more
    Tesla increases Model X prices by $5,000 in the U.S.
    Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears target
    Cloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentum
    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.

    House reps target DeepSeek government ban Feb 06, 2025
    Show notes

    Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)
    Show Notes
    BofA's top 10 growth stocks
    Skyworks Solutions sinks on Apple plans
    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.

    MicroStrategy rebrands, doubles down on Bitcoin Feb 06, 2025
    Show notes

    MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Thursday: QCOM, F, and more
    Intel partners with Japanese lab to build quantum computer: report
    Enphase to move battery manufacturing outside of China, CEO says
    Qualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growth
    Find out more about Seeking Alpha's Virtual Analyst Reports here.

    Previous 1 85 86 87 88 89 103 Next

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