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
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Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)Show NotesGoldman’s best AI productivity stocksWhy traders are watching this key S&P level 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 .
Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022. (01:28) Google's (GOOG) (GOOGL) AI-fueled travel search engine sends online travel stocks into the red. (02:44)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: OWL, AXTA, and moreNio's right-hand drive model Firefly enters productionBaidu in charts: Baidu Core revenue drops 7% year-on-year, iQIYI down 7.8%China books nearly million tons of U.S. soybeans after brief pause - 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.
Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)Show NotesNetflix 10-for-1 stock split goes into effect 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 .
Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: QUBT, XPEV, and moreHidden homeownership costs hit nearly $16,000 a year, Zillow saysSA Asks: What happens if Trump's tariffs are ruled illegal?Boeing sees sharp increase in Patriot seeker deliveriesSign 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.
Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)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.
1Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).Show links: Nasdaq turns selloff around amid valuation worries, big tech recoversCisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum acceleratesCircle Internet Group (CRCL) Q3 2025 Earnings Call TranscriptAI Spending Surge, Contrarian Take On Tech StocksEpisode 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.
Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Take the quiz: Investment News Quiz - Friday, Nov. 14Biggest stock movers Friday: CDTX, AMAT, WBD, and moreFed's Kashkari did not back last rate cut, undecided on December - reportGoogle proposes changes to adtech business after EU fine, but no asset breakupBlue Origin launches NASA's Mars mission, sticks booster landing for the first timeSign 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.
Burry wound up his fund just days after disclosing bets against AI trade. (0:15). Disney tumbles on TV, film weakness. (1:55) AI trade could kill buybacks. (3:39)Show NotesA Michael Burry Wall Street timelineStocks fall in big risk-off move as Tesla, Nvidia sinkTarget tells employees to smileVerizon announces big layoffs 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 .
Alibaba (BABA) reportedly preps revamp of AI app to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for new AI chips at its annual tech event. (01:13) Jobs, CPI reports for October may never be released - White House. (01:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, BTDR, and moreGoldman's AI layoffs early warning signalWeight Watchers plans to sell Novo's obesity pill once it launches - reportWaymo launches autonomous freeway rides in San Francisco, Los Angeles, PhoenixSign 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.
Big Blue says it’s on a path to elusive ‘quantum advantage.’ (0:15). AT&T gets a rating boost. (1:21) Peak oil demand pushed out to 2050. (2:16)Show NotesGoldman’s healthcare stock picks 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 .
General Motors (GM) directs suppliers to pull back China supply chains - report. (00:22) AMD CEO says AI market is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to snoop on users - report. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMD, ALC, and moreTrump to host Wall Street CEOs on Wednesday at White House - reportFoxconn sees AI-driven growth in 2026, teases OpenAI announcementTrump wants to drill oil off California coast, Newsom calls plan 'dead on arrival'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.
Turing Award-winning AI scientist Yann LeCun heads to startup land. (0:15). XPeng rallies as its lifelike human robot debuts. (2:48) Levi’s selling $300 jeans. (3:03)Show NotesS&P 500 more correlated to Nvidia than its own 500 componentsMichael Burry targets hyperscaler accounting 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 .
50-year mortgage: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads entire stake in Nvidia for $5.8B. (01:52) Anthropic said to be on track to turn a profit much faster than OpenAI. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: BBAI, RKLB, and moreUS Senate passes bill to end longest ever government shutdown, sending it to HouseNebius Q3 Earnings Preview: What to expect?Tesla chair says the company could be on the cusp of the largest value-creation event in historySign 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 shopping referrals surge 1,200% in October. (0:15). Health insurers tumble on Trump healthcare posts. (1:40) Will your parked car soon be powering AI? (2:41)Show NotesBofA says short hyperscaler bondsSource says Papa John’s deal report not true 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 .
Stock index futures jump on reports of Senate breakthrough to end shutdown. (00:19) Taiwan Semi's (TSM) October revenue rises 17% YoY, below September’s surge. (01:50) Rumble (RUM) to buy German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RUM, MTSR, and moreSA Asks: What are the best AI-focused ETFs right now?Duffy: Air travel will slow to a 'trickle' ahead of Thanksgiving if shutdown persistsTesla's Cybertruck head quits after eight yearsSign 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.
Hedge funds will disclose positions ahead of Friday’s 13F deadline. (0:17) Disney to report earnings amid YouTube battle. (1:30) Trump slams ‘money sucking’ health insurers. (3:08)Show Notes Earnings CalendarDividend 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.
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)Show notes: AMD outlines 2025 growth strategy with AI and server expansionWall Street continues to decline as AI trade's downtrend persistsWhat to know as Michael Burry bets against Nvidia and PalantirYear-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger ReportEpisode 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.
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)Episode transcripts seekingalpha.com/wsb.Show links: Take the Quiz: Investment News Quiz - Friday, Nov. 7Biggest stock movers Friday: TSLA, XYZ, DKNG, and moreMusk says Tesla may build “gigantic” chip fab to power its AI ambitionsAirbnb surges despite Q3 EPS miss, expects wider FY marginsArcher Aviation stock dips after wider Q3 loss, Hawthorne airport dealSign 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.
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)Show NotesSnap soars on Perplexity dealMicrosoft’s AI team forms Superintelligence Group 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
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: SNAP, QCOM, and moreWarren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - reportJamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - ReutersSoftBank is said to have explored potential takeover of chipmaker Marvell TechnologySign 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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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.
@ 1:45 perhaps he's not quite as interested in the #CookTheBooks outcome that you seem to think. Perhaps he just wants reliable data from which to create effective policy. Something that has been abscent for quite sometime.
Look at the markets go! A little artificial boost does wonders until the hangover sets in. Powell hasn't done a horrible job. That classification would easily go to his two predecessors with their insane ZIRP decrees.
Seems the new flailing management of Cracker Barrel is eager to virtue signal in celebrating everyone snd everything except for their existing customer base. Odd strategy?