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
2357 Episodes
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1ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (DNUT) goes on a wild ride after FBI Director Kash Patel calls it a 'good investment' opportunity. (02:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: IONQ, CBRL, and moreNovo Nordisk’s Wegovy pill delivers 16.6% weight loss in people with obesityTrump tariffs could fund a bailout package for U.S. farmers, agriculture secretary tells FTOpenAI & SoftBank's Japan AI venture delayed - 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.
Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cutEpisode 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.
US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $2B stake, cites strong progress. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Listen: Historic Day At The Fed With Danielle DiMartino BoothBiggest stock movers Wednesday: NFE, WDAY, and moreTop 10 S&P 500 performing stocks ahead of the Fed's rate decisionRCI Hospitality Holdings executives indicted on bribery, conspiracy, and criminal tax fraud - updateChinese tech stocks extend rally as AI spending spree intensifiesSign 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.
A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)Show NotesCould the Fed see an unprecedented tie vote?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.
Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stake, unveils new comics platform. (02:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WBTN, PLAY, and moreOracle pops on report of involvement in TikTok dealGoogle to invest £5B for AI development in UKDave & Buster's targets 11 new store openings and $675M EBITDA amid strategic refocusSign 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 president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)Show NotesOpenAI chairman agrees there’s AI bubbleBessent says TikTok deal framework agreedEpisode 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 next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - report. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Webinar today: 6 Stocks Poised to Benefit From a Rate CutBiggest stock movers Monday: MGA, FMST, and moreTrump likely to extend TikTok deadline for the fourth time - reportMany Americans use AI chatbots for financial advice, some with regretChinese chip stocks rise after Beijing launches anti-dumping probe into U.S. semiconductorsSign 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.
Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)Show NotesSeeking Alpha analysts’ top dividend stocksEarnings 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.
Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail and tariffs (3:55). Jobs data weaker than thought (8:50). IPO market waking up (11:00). Momentous Fed meeting (14:55).Show NotesTrump seeks to oust Lisa Cook before Fed's policy meeting next weekU.S. stocks mixed as investors look for direction with Fed decision loomingCPI in charts: Annual core inflation rate holds at 3.1% in AugustEpisode 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.
Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) Episode transcripts seekingalpha.com/wsb.Show links: Investment News Quiz - Friday, Sept. 12Biggest stock movers Friday: ADBE, SMCI, and moreUnited CEO sees Spirit Airlines going out of business - reportTesla engineer quits after 8 years, criticizes Elon Musk's leadership in exit letterNvidia's supplier SK hynix ready with next-gen memory chip for AISign 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.
Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)Show NotesWhat did an AI-simulated Fed meeting reveal?Apple downgraded on AI doubtsEpisode 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 (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: OPEN, RNA, and moreCarrier warns of 40% residential HVAC drop, highlights data center growthTexas Instruments' CEO sees ‘strong growth’ of about 50% in data center marketOpendoor names new CEO, co-founders rejoin boardSign 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.
Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)Show NotesChewy tumbles on profit dropWells Fargo sees S&P 7,200Episode 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.
Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: ORCL, SNPS, and moreNovo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outlookTaiwan Semiconductor’s August sales rise 34% as AI demand stays strongTrump administration moves to regulate pharmaceutical ads on TV and social mediaSign 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 economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)Show NotesGoldman’s top investment opportunities for Q4Episode 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.
Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WOLF, PL, and moreBYD sees car brand wipeout in China as manufacturers go overseas - reportMurdoch family settles succession dispute with Lachlan remaining in control of News Corp and FoxIntel shuffles execs as it looks to boost growth; former co-CEO to departSign 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.
Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)Show NotesThe non-tech sectors talking AIEpisode 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.
Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and moreAmazon to end long-running Prime invitee programASML is said to become top investor in French AI startup MistralTrump’s deregulatory push hands Detroit automakers multibillion-dollar boostSign 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 CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)Show NotesWedbush’s top AI trades through the end of the year 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.
Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)Take our Investment News Quiz!Show NotesWall Street's major averages slide after briefly tagging record highs as payrolls data landsBroadcom surges after Q3 results, new customer announcement makes analysts bullishEpisode 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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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?
It would track that President Trump would bend his center left party to legalize cannabis in exchange for campaign contributions, after the Florida Governor successfully fought so many 'on the take' leftist state legislators of his own party to prevent this same purchased travesty from occurring and continue on with maintaining a better quality of life for ALL of his citizens.
Considering the US exported its job base, in exchange for importing deflation during the past 3 decades under the new world order, bending that trend may cause prices to moderate upward towards the prior trend as it was disrupted. Though far more concerning and impactful on the inflationary front is the continued gubmit spending via borrowing, with the growing impact bond rates will play in continuing this debt spiral spending fiasco while simultaneously being able to successfully finance it.
India refiners scored 40% of feed stock from Russia. Where was the remainder from?
I had heard that Duke&Duke did hit that rough patch after their all-in speculative play on FCOJ futures somehow went sideways, liquidating the firm, over that silly $1.00 side bet. Good thing they encountered that African prince to get them back up and running again, bringing them up to today's FCOJ trade. Hopefully they were successful in obtaining the accurate advanced crop report this time, and closed at the peak. Thanks for bringing back memories of a better era of entertainment.
The prior admin the headline CPI number was always the one you ignored in favor of the dated, but more accurate revision.
Excellent production as usual. Thanks Julie and team!
Who nominated Powell?
He seems to like AI and yet no discussion of copper tariff impact on utility build out to those factory distribution centers of mind numbingness. #JudyShelton for Fed reserve chair, if there absolutely must be one. #AbolishTheFederalReserve
@ 1:30 the implemented plans set in motion several years ago by a prior administration who planned to dominate you through starvation, and lack of cooling and heating. Unless these policy provisions are 100% reversed with hasty restoration of traditional reliable energy, farmland and food are to become much more scarce, while utilities become extremely less dependable. Think of a gulag planet.
The elimination of regulatory subsidies is likely to hurt $TSLA far more than the elimination of EV purchase subsidies will aid the leading EV manufacturer against legacies who were coerced to jump on board this endeavor. How's BYD looking?
@4:55 is the $AMZN pump about institutions looking to sell as $GOOG Tensor chip seems to be outperforming Amazon's chip? Could this ultimately lead to cloud service migration as a double hit against AMZN tech?
@3:19 news to note. #NoteToSelf
Powell has reviewed the data and the data appears to indicate the admin is still being led by someone with an {r} political affiliation label attached to their name. Hence after much consideration and careful analysis, a decree of no rate cuts is to be. Several recent cuts were done with inflation being much higher... But the relevant data point was obviously completely totally much different way back then, you know with the important {d} label data point. Judy Shelton for Fed Chair, if we must.
Nice work Julie and team
Another blip increase in inflation this month is likely STILL due to the lingering impacts of a 45% increase in currency supply our 'dearest leaders' determined to spend in the recent years and then upon shockingly realizing the check book still remained empty and depleted by over $30,000,000,000.00 they then decided to counterfeit another $3,000,000,000.00 to spend to 'reduce' inflation by incressing it. It's a nice way to handle your finances if you can get it. Most folks would just be jailed