Wall Street Breakfast
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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
Transcripts: seekingalpha.com/wsb
2543 Episodes
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Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, TER, and moreAlphabet's Waymo valued at $126B in latest funding roundIndia's stock market rallies as investors cheer U.S. trade dealUber reenters Chinese market after years, starting with MacauSign 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.
1Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)Show NotesJanuary jobs report delayedEpisode 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.
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: ORCL, crypto stocks, and moreTrump jokes about suing Fed nominee over rates at Alfalfa Club dinnerFord, Xiaomi deny report on EV partnership talksDisney nears naming parks head D'Amaro as next CEO - BloombergSign 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.
Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitcoin dips below $80K as investors debate rotation back. (2:00)Show NotesEarnings CalendarDividend RoundupEpisode 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.
Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interesting new Fed Chair (12:20) Cloudy macro data (15:30)Show Notes:Trump picks Kevin Warsh as new Fed ChairTesla targets $20B+ CapEx in 2026 amid Optimus expansion, Model S/X wind-downThe Mag 7 are no longer trading as a unified groupEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions
Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)Show NotesMiss the action? You can still bet on Fed chairEpisode 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.
Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02) Apple (AAPL) edges up after Q1 revenue jumps 16% on record iPhone sales. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: SNDK, TSLA, and moreMicrosoft reportedly inks $750 million cloud deal with AI firm PerplexityTrump files $10B lawsuit against IRS, Treasury Department over tax-return leakSamsung SDI U.S. arm wins battery supply deal, seen linked to Tesla ESS, Yonhap reportsSign 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.
Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Barry Diller wants CNN. (2:59) Show NotesAltria outlines dividend strategyEpisode 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.
Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cloud demand and Copilot seat growth. (00:48) Tesla (TSLA) targets $20B+ CapEx in 2026 amid Optimus expansion and Model S/X wind-down. (01:39) Norway’s $2.2 trillion sovereign wealth fund reduces stakes in top U.S. tech firms. (02:22)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MSFT, META, TSLA, and moreTrump, Schumer discuss potential deal on DHS funding to avert shutdown - reportBumble, Match, Panera Bread, and CrunchBase hit by cyberattacks, Bloomberg reportsNvidia CEO says Chinese government yet to clear H200 importsSign 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.
Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seagate Technology soars. (2:54) Show NotesAmazon cuts 16,000 jobsEpisode 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.
ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) doubles down on grocery delivery and Whole Foods expansion. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: TXN, QRVO, and moreAmazon reportedly sends premature layoff email to workers fearing big cutsSoftBank in talks to invest $30 billion more in OpenAI - reportChina said to greenlight first batch of Nvidia H200 chip importsSign 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.
UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confidence plunges below pandemic lows. (2:39) Show NotesSilver taken over by meme traders?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.
Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on certain goods to 25%. (01:05) Twin Hospitality Group (TWNP) and Fat Brands (FAT) file for Chapter 11 bankruptcy. (01:33)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Health insurers' stocks, and moreSilver should be trading at half its price later this year – JPM’s Marko KolanovicMicrosoft is said to win approval for 15 additional data centers at former Wisconsin Foxconn siteMicron outlines $24B plan for new memory chip plant in SingaporeSign 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.
Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) Apple debuts second-generation AirTag. (2:40)Don't miss one of the most insightful events of the year - our Top Ideas 2026 Investing Forum on January 27! Episode transcripts: seekingalpha.com/wsbShow links: The world's largest restaurant chain made its U.S. debutAppLovin in focus as Needham upgrades on back of bullish dataUSA Rare Earth jumps after confirming U.S. government takes equity stakeMorgan Stanley’s 10 predictions for investing in 2026Sign 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.
Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tariffs. (02:06) Gold tops $5,000 per ounce. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Investing Experts Live: Top Ideas for 2026Biggest stock movers Monday: USAR, RVMD, and moreWinter storm forces most flight cancellations since pandemicDeep freeze knocks Texas energy and industrial operations offlineSamsung Nears Nvidia Certification for HBM4 AI Memory - reportSign 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 Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thousands of flights. (2:47) Show NotesEarnings CalendarDividend RoundupEpisode 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.
Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:18) Earnings Snapshot: Intel (INTC) tops Q4 estimates but initiates Q1 outlook below forecast. (03:01)Episode transcripts seekingalpha.com/wsb.Show links: Investing Experts Live: Top Ideas for 2026Biggest stock movers Friday: INTC, ISRG, and moreAmazon's another round of layoffs starts next week - reportDowntown Las Vegas casino owner gets creative in trying to convince Canadians to returnNetflix says Paramount bid for Warner Bros ‘doesn’t pass the sniff test’ - FTSign 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.
Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare parallel reviews of rival Warner bids. (2:18) Show NotesBofA’s best ideas listRegister for Investing Experts Live: Top Ideas 2026Episode 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.
Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Paramount Skydance to extend Warner Bros. tender offer - report. (01:57)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: DDOG, BABA, and moreApple starts Lunar New Year discounts in China, up to 1,000 yuanTrump administration to offer states deals to host nuclear waste - ReutersGoldman Sachs lifts 2026 gold forecast to $5,400 on strong private, central bank demandSign 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.
Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on deep freeze as global energy prices jump. (3:13) Show NotesAnalysts defend Netflix amid underwhelming guidanceRegister for Investing Experts Live: Top Ideas 2026Episode 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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4:00 $DDOG
Did the way power production is created and distributed just invert? Same result, but much more palatable framing for consumers who take newz at face value? Perhaps I misunderstood?
too many ads
It's great to have Julie back!
I ponder that AZO will continue to have a tougher time in the future with the nations fleet aging which should be a tailwind, but OEM's with new inventory continue to infringe on right to repair by varying nefarious methods.
Thanks Julie and team. Merry Thanksgiving!
This one sounded oddly familiar. Now I know why, I heard it yesterday too!
Interesting that SPY is more closely correlated to NVDA than it is to RSP, its own equal weighted index. Feels it's been this way for quite a while now. NVDA needs to make earnings this week AND impress with guidance to keep the gravy train rolling up and right for maybe another market earnings cycle?
@1:50 "directly to the people, bypassing big, bad, and money sucking companies". So much for that financial subsector, but this would be much better for society in the long term.Howabout a non-center-left or non-left approach that eliminates the leaky bucket altogether and vanquishes the socialistic crony-capitalist system that was built up 100 yrs. ago and replace it with competition driven market incentives, and backstop it with what actual insurance was meant for, catastrophes not maintenance
China has added massive amounts of energy to power their AI data centers via cheap reliable coal.
Gonna be an ugly day?
Absent from fed chair list is #JudyShelton. Guess we haven't reached the point of desiring a solid reliable currency yet? Can't believe the Madoff thing is still being unraveled. Everyone involved at these levels currently under litigation and going at the deep pockets, should've been sophisticated enough to perform their own independent verification and due diligence beyond the so often employed and much more simplistic method of "trust me bro", that enables these schemes to advance.
Is the US under the current 1990's style center left leadership starting to look a bit like China with all of their SOE's?
@2:55 they have an odd way of tracking this. We cancelled because #ABC backed down on the feces flinging kimmel, and reinstalled the filthy overflowing colostomy bag into our dwelling. Oh well, the propagandists are going to spin it how it can be best percieved by the general population to benefit their comrades.
Leave it to the center left US chamber of commerce to want to cheap out even on their memberships US workforce replacement H-1B's. No worker can be cheap enough for these guys. I'm all for the tariffs on cheap import labor.
@2:50 not the fault of UPS that the shipper failed to adequately complete a legal transaction. Unless of course this crap has been just setting on their docks forever. I'm still waiting for some parts that they "lost" over a decade ago, causing a major setback and forcing a replacement with substandard components. Good news is the parts should be coming along at anytime now.
@2:10 a "smart" EV that that crashes, catches fire, and refuses to open the door to let the rider escape? What? Was this a fiction horror show? Good thing, excluding the victim, that it was just a major Chinese branded smart device posing as a transportation tool and not readily available to all world markets yet. As we become weaker witted and rely ever more on our quite helpful and dependable "smart" gadget overlords to think and do, "they" seem quite willing to hasten our demise.
Silver!
Thanks Julie and team! Well done as usual!
@2:00 good news, one more big tech settling on another in a long string of censorship schemes performed against American citizens at the behest of the dimocrats. Instead of big tech dimocrats paying out for defacto civil rights violations by tyrannical government dimocrats, the dimocrat puppet masters behind these government coerced civil rights violations should be held to account.