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
2478 Episodes
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1Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic challenges (3:25). Airline relief rally following government shutdown (5:30). A streaming bidding war (7:05). Nike and FedEx earnings will provide insights into consumer spending (8:45). Explaining market uniformity and fluctuations between excitement for AI and concerns over costs (10:00). The Fed's uncertain policy, with multiple dissents (15:25).Show NotesAI stocks sink on Broadcom, Oracle worriesTrump’s Executive Order on cannabis rescheduling expected on Monday: CNBCEpisode transcripts: seekingalpha.com/wsbSign 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.
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07) Show NotesOracle's plunge wipes out $25B from Larry Ellison's net worth 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.
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-gen weight-loss drug meets endpointsEpisode 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.
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04) Show NotesParamount’s Ellison makes his case to shareholders 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.
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active day (5:00). Show Notes:FOMC cuts interest rate for third straight meeting, but dissents growSemiconductor stock action varies widely in active day for sectorNvidia And The H200 Landscape; Broadcom's Strategic PositioningEpisode transcripts: seekingalpha.com/wsbSign 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.
Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big surge? (2:32) Show NotesElon Musk wouldn’t do DOGE againJPMorgan bank head sees ‘fragile’ economyEpisode 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 looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (2:50)Show NotesGoldman’s 39 sweet spot consumer stocksHome Depot cautious on ‘26Episode 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.
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says binge watching hurts stock returns. (2:11) Show NotesDeere drops as Trump calls for lower farm equipment prices 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.
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant following Buffett out the door. (2:29)Show NotesIs Trump’s falling approval ratings a signal to buy midcap 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.
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rolling out $12B in aid for farmers. (2:06) Show NotesWhat’s the best data central stock play?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.
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)Show Notes Earnings 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.
Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).Show NotesCore PCE inflation inches down to +2.8% Y/Y in September, as expected9 out of 10 companies deliver EPS wins this weekLife After Mag 7Episode transcripts: seekingalpha.com/wsbSign 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 chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43) Show NotesHP Enterprise tumbles on weak server salesEpisode transcripts: seekingalpha.com/wsbSign 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 looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)Show NotesTop 5 risks for 2026 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 scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)Show NotesParamount ups Warner breakup feeEpisode 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.
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)Show NotesStocks crushed by the KAir taxis coming to MiamiPure Storage plunges 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.
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16) Show NotesHas silver come too far too fast? 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.
OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)Show NotesOnce-in-a-generation opportunity in quality stocksOld Lady of Threadneedle Street weighs in on AI risksEpisode 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 .
Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19) Show NotesMarvell looking to buy Celestial AIEpisode 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.
New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).Show Notes: U.S. stocks turn lower, crypto falls while yields rise at the start of DecemberEpisode transcripts: seekingalpha.com/wsbSign 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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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.
@0:25 I'm betting the Trump family and close associates just happened to recently purchase the newer lows in cannabis stocks.
@ 1:09 is son-in-law Jared starting to morph into Hunter, of course less the coked up behaviour with the hooker binges? Did Hunter bring value to Barissma, and does Jared add any more value to the EA takeout?
Kimmel has been flinging his fulthy feces filled falsehoods around for quite sometime now, knowing full well that many of his delusional knuckle dragging deranged mob idiots would buy in to his constant deceptions and hopefully one or more would act to hurt someone. Bound to happen. Good riddance "man show" Kimmel. Catch
Good for RFKjr. Personnel is policy.