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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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October 8 · 3 min
Starbucks eyes Chipotle takeover
Combo would be https://seekingalpha.com/news/4651396-chipotle-mexican-jumps-on-report-starbucks-has-explored-takeover?source=wsb_podcast:starbucks_eyes_chipotle_takeover. (0:14)...
October 8 · 5 min
F-35 parts go off radar
The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts https://seekingalpha.com/news/4651173-ups-error-routed-sensitive-fminus-35-parts-through-hong-kong?source=wsb_podcast:f35_parts_go_off_radar from UPS. (00:14) CrowdStrike...
October 7 · 3 min
Skydance bets on AI after mega-merger
Skydance takes on https://seekingalpha.com/news/4650801-david-ellison-bets-on-technology-ai-to-transform-skydance-post-110b-warner-bros-deal?source=wsb_podcast:skydance_bets_on_ai_after_megamerger. (0:14) Micron...
October 7 · 4 min
Pop goes the AI bubble?
Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's https://seekingalpha.com/news/4650813-ray-dalio-were-close-to-the-point-where-ai-bubble-could-burst?source=wsb_podcast:pop_goes_the_ai_bubble. (00:14) Spotify (SPOT) is about to...
October 6 · 6 min
SCOTUS weighs oil liability
SCOTUS considers what happens next in a https://seekingalpha.com/news/4650395-supreme-court-justices-question-oil-industrys-bid-to-shut-down-climate-change-lawsuits?source=wsb_podcast:scotus_weighs_oil_liability between Colorado, Exxon (XOM) and...
October 5 · 5 min
October’s retail harvest
Retailers (AMZN) (TGT) (WMT) are racing to https://seekingalpha.com/news/4647620-holiday-spending-expected-to-increase-67-to-reach-record-high-of-275b?source=wsb_podcast:octobers_retail_harvest on the holiday season before Halloween. (00:14) Huawei...
October 2 · 5 min
Jobs report - bad news is good news
The big story of the day is the https://seekingalpha.com/news/4649794-nonfarm-payrolls-cool-more-than-expected-in-september-unemployment-rate-ticks-up?source=wsb_podcast:jobs_bad_news_good_news report, says...
October 2 · 6 min
No sprint for Nike yet
Nike’s (NKE) https://seekingalpha.com/news/4649510-nikes-turnaround-faces-more-headwinds-as-china-sales-slide-sees-further-sales-decline-in-fy27?source=wsb_podcast:no_sprint_for_nike_yet is getting harder to outrun. (00:14) Moderna (MRNA) is joining...
October 1 · 8 min
All about AI
Chris Ciaccia, Senior Editor of https://seekingalpha.com/user/55407719/news?source=wsb_podcast:all_about_ai at Seeking Alpha, shares why today's news out of Constellation Energy (https://seekingalpha.com/symbol/CEG?source=wsb_podcast:all_about_ai) and...
October 1 · 5 min
Constellation's big power play
Amazon (AMZN) just handed Constellation (CEG) a https://seekingalpha.com/news/4648795-constellation-amazon-sign-20-yr-nuclear-power-agreement?source=wsb_podcast:constellations_big_power_play vote of confidence. (00:15) Tencent (TCEHY) is reportedly...
September 30 · 8 min
Micron on top
Steven Cress shares Quant's perspective on Strong Buy Micron (https://seekingalpha.com/symbol/MU/ratings/quant-ratings?source=wsb_podcast:micron_on_tap) ahead of earnings. Watch on...
September 30 · 5 min
Target extends value drive
Can https://seekingalpha.com/news/4648162-targets-price-cuts-are-seen-as-the-latest-winning-move-by-management?source=wsb_podcast:target_extends_value_drive drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion...
September 29 · 3 min
Anthropic wants $2T, warns AI could kill us
Anthropic seeks $2T while warning https://seekingalpha.com/news/4647825-anthropic-ipo-prospectus-states-ai-could-pose-existential-risks-humanity?source=wsb_podcast:anthropic_wants_2t_warns_ai_could_kill_us. (0:14) OpenAI...
September 29 · 6 min
Federal boost for Navitas
A new U.S. government https://seekingalpha.com/news/4647799-navitas-jumps-after-us-army-picks-it-to-develop-next-gen-silicon-carbide-technology?source=wsb_podcast:federal_boost_for_navitas has Navitas (NVTS) shares surging. (00:14) After a string of...
September 28 · 3 min
Meta poaches MongoDB CEO for AI push
Meta poaches MongoDB chief to https://seekingalpha.com/news/4647562-meta-establishes-new-enterprise-platform-for-corporate-clients-taps-mongodb-ceo-to-lead?source=wsb_podcast:meta_poaches_mongodb_ceo_for_ai_push. (0:14) Nvidia launches the...
September 28 · 4 min
SK Hynix hit by IPO concerns
A potential $100B IPO is raising https://seekingalpha.com/news/4647417-sk-hynix-falls-as-solidigm-us-ipo-plan-sours-mood?source=wsb_podcast:sk_hynix_hit_by_ipo_concerns about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder...
September 27 · 3 min
AI safety fears hit Washington
Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI https://seekingalpha.com/news/4647382-openai-pauses-training-of-latest-models-after-agents-probed-u-s-government-sites?source=wsb_podcast:ai_safety_fears_hit_washington ahead of...
September 25 · 4 min
Costco checks out strong
Costco (COST) posts another earnings https://seekingalpha.com/news/4646897-costco-beats-sales-and-profit-expectations-as-comparable-sales-continue-to-surge?source=wsb_podcast:costco_checks_out_strong. (00:13) Ford (F) and GM are seeing their grip on...
September 24 · 3 min
Oracle raises alarm over AI datacenter
Oracle sends https://seekingalpha.com/news/4646619-oracle-sends-force-majeure-notice-over-new-mexico-data-center-report?source=wsb_podcast:oracle_raises_alarm_over_ai_datacenter. (0:14) MGM tumbles after...
September 24 · 4 min
Judge gives press a pass
Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal https://seekingalpha.com/news/4646427-judge-lifts-trumps-white-house-ban-on-cnn-ms-now-politico-report?source=wsb_podcast:judge_gives_press_a_pass. (00:14) OpenAI...

Showing 41–60 of 149 episodes