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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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September 11 · 4 min
Oracle's growth spell
Oracle's (ORCL) https://seekingalpha.com/news/4641729-oracle-pops-as-ai-boosts-strong-q1-results-guidance?source=wsb_podcast:oracles_growth_spell engine just hit another gear. (00:14) Record...
September 10 · 4 min
Treasury yields hit Financial Crisis highs
https://seekingalpha.com/news/4641555-ppi-inflation-rises-in-line-with-estimates-in-august-reading?source=wsb_podcast:treasury_yields_hit_financial_crisis_highs and...
September 10 · 4 min
Trump's ballot box bonus plan
A $5,000 check—https://seekingalpha.com/news/4641419-trump-offers-5000-to-every-us-adult-ahead-of-midterms?source=wsb_podcast:trumps_ballot_box_bonus_plan. (00:14) New...
September 9 · 5 min
Anthropic researcher warns AI could kill us all
Insider assigns https://seekingalpha.com/news/4641092-ai-could-kill-every-human-on-earth-anthropic-insider-says?source=wsb_podcast:anthropic_researcher_warns_ai_could_kill_us_all in a decade. (0:16) U.S. bans...
September 9 · 5 min
Chime finds its Stride
Chime's (CHYM) next https://seekingalpha.com/news/4640973-chime-financial-to-buy-stride-in-590m-cash-deal-raises-earnings-guidance-shares-up?source=wsb_podcast:chime_finds_its_stride starts with Stride. (00:13) GTA 6 is already fueling a...
September 8 · 4 min
Nvidia CEO says AGI has arrived
Jensen Huang declares https://seekingalpha.com/news/4640538-jensen-huang-says-agi-has-arrived-following-openais-gpt-6-astra-launch?source=wsb_podcast:nvidia_ceo_says_agi_has_arrived after GPT-6 Astra. (0:15) IonQ...
September 8 · 5 min
Canada's tariffs go live
Canada’s https://seekingalpha.com/news/4640626-canada-tariffs-take-effect-us-sectors-and-stocks-to-watch?source=wsb_podcast:canadas_tariffs_go_live is officially underway. (00:14) Samsung (SSLNF), TSMC (TSM), and Intel (INTC) are...
September 6 · 4 min
Inflation puts Fed rate hike on the line
August CPI https://seekingalpha.com/article/4943226-hot-august-cpi-to-trigger-more-aggressive-fed-tightening?source=wsb_podcast:inflation_puts_fed_rate_hike_on_the_line the Fed's September rate move. (0:17) Oracle...
September 4 · 6 min
A tough stretch for lululemon
Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares https://seekingalpha.com/news/4640146-wall-street-sours-on-lululemon-as-fy26-outlook-takes-another-hit?source=wsb_podcast:a_tough_stretch_for_lululemon....
September 3 · 3 min
Ford bets big on $30K electric truck
Ford targets https://seekingalpha.com/news/4639831-ford-fathom-electric-truck-sales-target?source=wsb_podcast:ford_bets_big_on_30k_electric_truck. (0:15) Nvidia...
September 3 · 5 min
Broadcom beat meets high hopes
An earnings beat https://seekingalpha.com/news/4639480-broadcom-slides-even-as-q3-results-guidance-top-wall-streets-estimates?source=wsb_podcast:broadcom_beat_meets_high_hopes to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7...
September 2 · 3 min
Uber cuts jobs to go simpler and faster
Uber https://seekingalpha.com/news/4639396-uber-cutting-10-of-workforce-to-create-leaner-and-more-efficient-business?source=wsb_podcast:uber_cuts_jobs_to_go_simpler_and_faster in a major restructuring. (0:16) August...
September 2 · 4 min
A Dell of a quarter
An AI server https://seekingalpha.com/news/4639137-dell-surges-after-raising-full-year-revenue-guidance-by-25b-as-ai-demand-takes-off?source=wsb_podcast:a_dell_of_a_quarter helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB)...
September 1 · 3 min
The bond yield America can't afford
Treasury yields https://seekingalpha.com/news/4638703-u-s-cannot-afford-10-year-at-5-percent-for-sustained-time-kobeissi?source=wsb_podcast:the_bond_yield_america_cant_afford. (0:16) GoPro...
September 1 · 6 min
Liability sparks downgrades
One legislative move sent utility stocks (PCG) (EIX) from https://seekingalpha.com/news/4638568-california-lawmakers-set-to-vote-on-wildfire-liability-bill?source=wsb_podcast:liability_sparks_downgrades. (00:14) Shein...
August 31 · 3 min
Central banks get AI jitters
BoE’s Bailey warns https://seekingalpha.com/news/4638106-boe-chief-letter-g20-ai-warning?source=wsb_podcast:central_banks_get_ai_jitters. (0:15) California wildfire legislation...
August 31 · 4 min
Futures lower as oil rises
https://seekingalpha.com/news/4638113-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:futures_lower_as_oil_rises: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be...
August 30 · 3 min
Jobs report puts Fed hike in focus
August’s jobs report could https://seekingalpha.com/article/4941507-the-august-labor-market-report-to-cement-the-september-fed-hike?source=wsb_podcast:jobs_report_puts_fed_hike_in_focus. (0:17) Broadcom earnings give...
August 28 · 5 min
Marvell beats, street shrugs
Marvell's (MRVL) AI engine is roaring, but investors still hit the https://seekingalpha.com/news/4637502-marvell-technology-skids-despite-strong-q2-results-guidance?source=wsb_podcast:marvell_beats_street_shrugs. (00:15) Anthropic scores a...
August 27 · 3 min
New chip tariffs could hit AI race
White House mulling https://seekingalpha.com/news/4637322-trump-administration-mulls-new-round-of-tariffs-on-chips?source=wsb_podcast:new_chip_tariffs_could_hit_ai_race. (0:14) Okta...

Showing 81–100 of 151 episodes