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Wall Street Breakfast

Seeking Alpha

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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141 episodes
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Yesterday · 4 min
Midterms put Congress up for grabs
Voters head to the polls with https://seekingalpha.com/news/4661873-odds-of-democrats-sweeping-midterms-hit-70-percent?source=wsb_podcast:midterms_put_congress_up_for_grabs. (0:17) Nonfarm payrolls...
Friday · 4 min
Binance hit by $6.3B record crypto hack
Binance reports https://seekingalpha.com/news/4661121-crypto-markets-slide-as-binance-probes-63b-security-breach-aims-to-resume-withdrawals-in-48-hours?source=wsb_podcast:binance_hit_by_record_63b_crypto_hack from a massive breach. (0:17) Intel...
Thursday · 5 min
A deluge of earnings
Amazon earnings preview (0:25) https://seekingalpha.com/news/4660006-what-analysts-are-saying-about-alphabet-after-earnings?source=wsb_podcast:deluge_of_earnings concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) ...
Thursday · 3 min
Wendy's gets a rescue buyout bid
Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38) Episode...
Wednesday · 2 min
Fed holds rates, but with hawkish hints
The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19) Episode...
Wednesday · 3 min
SK Hynix unveils $75B shareholder bonanza
SK Hynix surges after https://seekingalpha.com/news/4658610-chipmaker-sk-hynix-shares-jumps-8-on-q3-profit-beat-25b-payout-plan?source=wsb_podcast:sk_hynix_unveils_75b_shareholder_bonanza. (0:17) Amazon warns software engineers against tokenmaxxing....
Tuesday · 6 min
Sentiment improves; all about earnings
2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong https://seekingalpha.com/news/4657760-coca-cola-smashes-organic-sales-expectations-hikes-profit-guidance?source=wsb_podcast:sentiment_improves_earnings (2:10)...
Tuesday · 3 min
DoorDash eyes $17B Instacart takeover
Instacart shops itself after https://seekingalpha.com/news/4657479-doordash-drops-on-report-its-in-talks-to-purchase-instacart?source=wsb_podcast:doordash_eyes_17b_instacart_takeover. (0:17) Anthropic's IPO filing sparks...
October 26 · 8 min
AI trade still in focus
Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic...
October 26 · 3 min
Musk warns of neocloud shakeup
Elon Musk warns hundreds of ‘https://seekingalpha.com/news/4657035-neocloud-stocks-retreat-as-musk-warns-of-guppy-level-death-and-consolidation?source=wsb_podcast:musk_warns_of_neocloud_shakeout’ amid...
October 25 · 4 min
Fed seen holding steady, but for how long?
What will be the https://seekingalpha.com/article/4956847-expect-the-fed-to-start-cutting-rates-as-soon-as-next-week?source=wsb_podcast:fed_seen_holding_steady_but_for_how_long? (0:17)...
October 23 · 4 min
Moderna's good news goes bad
Moderna's (MRNA) cancer vaccine clears a https://seekingalpha.com/news/4656103-moderna-shares-plunge-leaked-cancer-vaccine-data?source=wsb_podcast:modernas_good_news_goes_bad, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as...
October 22 · 3 min
Tesla flat on revenue but big on promises
Tesla shares slip as https://seekingalpha.com/news/4655896-what-analysts-are-saying-about-tesla-after-earnings?source=wsb_podcast:tesla_flat_on_revenue_but_big_on_promises. (0:14) IBM warns companies are...
October 22 · 5 min
PHP flaws set off cyber alarm
AI uncovered a years-old https://seekingalpha.com/news/4655685-google-openai-and-amazon-respond-as-critical-php-flaws-spark-global-alarm?source=wsb_podcast:php_flaws_set_off_cyber_alarm lurking in the web’s code. (00:14) Meta (META) beat...
October 21 · 3 min
Netflix slowdown rattles Wall Street
Netflix shares slide after https://seekingalpha.com/news/4655072-what-analysts-are-saying-about-netflix-after-earnings?source=wsb_podcast:netflix_slowdown_rattles_wall_street. (0:14) Trump wants datacenters to...
October 21 · 4 min
One giant earnings leap for SpaceX
SpaceX (SPCX) https://seekingalpha.com/news/4654890-spacex-shares-rise-as-earnings-revenue-beat-estimates-on-ai?source=wsb_podcast:one_giant_earnings_leap_for_spacex earnings estimates as Musk eyes a Tesla (TSLA)...
October 20 · 3 min
United Airlines CEO calls for wealth tax
United Airlines CEO Scott Kirby https://seekingalpha.com/news/4654459-united-airlines-ceo-backs-national-wealth-tax?source=wsb_podcast:united_airlines_ceo_calls_for_wealth_tax. (0:14) ‘Magic: The Gathering’...
October 20 · 4 min
3M makes a prime connection
3M (MMM) pops on Amazon (AMZN) https://seekingalpha.com/news/4654445-3m-rises-after-disclosing-expanded-amazon-data-center-products-relationship?source=wsb_podcast:3m_makes_a_prime_connection. (00:14) Starboard Value has a...
October 19 · 3 min
Google makes quantum computing leap
Google cuts quantum computing https://seekingalpha.com/news/4654077-google-cuts-quantum-errors-40-fold-in-step-toward-practical-use?source=wsb_podcast:google_makes_quantum_computing_leap. (0:14) Goldman ups...
October 19 · 5 min
Airlines' holiday price test
https://seekingalpha.com/news/4654058-holiday-airfares-surge-as-airlines-pass-higher-fuel-costs-to-travelers?source=wsb_podcast:airlines_holiday_price_test are getting pricier (AAL) (DAL) (UAL). (00:14)...

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