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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:
    Post Office quickly rethinks China package ban Feb 05, 2025
    Show notes

    https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_ban
    Show Notes
    Fed’s hawkish lean and AI tech jolt shifting bull narrative
    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.

    Alphabet slips as AI growth drives higher capex Feb 05, 2025
    Show notes

    Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Wednesday: GOOG, AMD, and more
    Trump's Gaza proposal would see U.S. takeover of the Strip
    Shopping on Shein, Temu could get costlier as U.S. ends trade loophole
    Trump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensions
    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.

    Soaring egg prices lead to emergency Waffle House measures Feb 04, 2025
    Show notes

    Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)
    Show Notes
    Poll: Investors overwhelmingly disapprove of tariffs
    Most bullish and bearish ETFs
    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.

    Palantir soars on earnings, outlook Feb 04, 2025
    Show notes

    Palantir (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)
    Episode transcripts seekingalpha.com/wsb.
    Show links:
    Biggest stock movers Tuesday: PLTR, SYNA, and more
    Delta Air Lines partners with DraftKings on in-flight gaming entertainment
    PayPal Q4 earnings expected to dip, revenue seen ascending
    Trump wants Ukraine's rare earth minerals in return for U.S. support
    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. and Mexico quickly reach tariff delay deal Feb 03, 2025
    Show notes

    U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)
    Show Notes
    What do you think of Trump's tariff policies?
    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.

    Tariff battles begin Feb 03, 2025
    Show notes

    Futures tumble as tariff battles begin (0:25), OpenAI launches new AI agent (2:15), Musk moves to shut down aid agency (3:30).
    Show Notes:
    Musk calls USAID 'beyond repair' as he moves to shut down aid agency
    Stock index futures tumble as global tariff battles begin
    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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    No Groundhog Bump this year Feb 02, 2025
    Show notes

    Punxsutawney Phil gets bearish. (0:28) Watch those employment benchmark revisions. (2:22) Tariffs at 'most hawkish end of the protectionist spectrum.' (5:38)
    Show Notes
    Palantir Earnings Preview
    Earnings Calendar
    Dividend Roundup
    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.

    DeepSeek! More Earnings! Trump! Jan 31, 2025
    Show notes

    DeepSeek dominating markets and AI narrative this week (0:20). Tesla earning takeaways (4:55). Starbucks' turnaround story; Meta's fractional pop post-earnings; Ford EV data coming (9:30). Fed meeting and the 2% inflation target (12:20).
    Show Notes:
    Meta Q4 2024 Earnings Call
    Labor costs accelerate slightly in Q4 vs. Q3
    Fed's preferred inflation gauge rises, personal spending surges in December
    Tesla Q4 2024 Earnings Call
    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.

    Oil tariff exclusion Jan 31, 2025
    Show notes

    Oil may be excluded from new tariffs (0:30), initial jobless claims unexpectedly retreat (1:40), and Nasdaq futures gain (2:00).
    Show Notes
    Nasdaq futures gain after Apple, Intel earnings; eyes on inflation report
    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.

    GDP cools as firms prep for tariffs Jan 30, 2025
    Show notes

    Q4 GDP rose 2.3% with business inventories rising. (0:15) UPS tumbles as it makes a deal with Amazon to deliver fewer packages. (2:54) Another TikTok bid surfaces. (4:46)
    Show Notes
    Fed policy 'isn't a reason to be bullish' anymore
    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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