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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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145 episodes
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August 24 · 4 min
AI plans weigh on BABA
What’s https://seekingalpha.com/news/4636080-alibaba-slips-8-after-pricing-hk80b-share-placement-to-fund-ai?source=wsb_podcast:ai_plans_weigh_on_baba Alibaba (BABA)? (00:16) Nvidia (NVDA) is...
August 23 · 3 min
Nvidia and Jackson Hole take center stage
https://seekingalpha.com/article/4939394-nvidia-stock-may-plunge-after-earnings-even-if-it-beats%20?source=wsb_podcast:nvidia_and_jackson_hole_take_center_stage put the AI trade back in focus. (0:33) Kevin Warsh heads to...
August 21 · 5 min
Ross finds value in value
Ross (ROST) rings up https://seekingalpha.com/news/4635647-ross-stores-customer-gains-fuels-another-strong-quarter-raises-fy-outlook?source=wsb_podcast:ross_finds_value_in_value quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your...
August 20 · 3 min
Walmart flashes consumer warning
Walmart https://seekingalpha.com/news/4635337-walmart-falls-after-us-sales-growth-disappoints-target-and-costco-also-lower?source=wsb_podcast:walmart_flashes_consumer_warning after slow sales growth. (0:15) Alibaba investors...
August 20 · 5 min
Moderna’s $44B booster
Moderna (MRNA) posts the https://seekingalpha.com/news/4635242-moderna-nearly-triples-in-record-sp-500-move-but-analyst-sees-more-volatility-ahead?source=wsb_podcast:modernas_44b_booster this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a...
August 19 · 3 min
IBM hits key quantum computing milestone
IBM moves toward https://seekingalpha.com/news/4634832-ibm-successfully-joins-cools-two-cryogenic-modules-in-quantum-milestone?source=wsb_podcast:ibm_hits_key_quantum_computing_milestone. (0:15) Target...
August 19 · 4 min
Canada buys 72 hours
Canadian tariffs https://seekingalpha.com/news/4634659-trump-agrees-to-pause-50-canada-tariffs-says-keystone-xl-may-be-awoken?source=wsb_podcast:canada_buys_72_hours, Keystone revived? (00:15) Robot stock opened up...
August 18 · 5 min
Meta faces high-stakes federal trial over child safety
Meta https://seekingalpha.com/news/4634163-meta-faces-opening-arguments-in-federal-trial-over-child-safety-allegations?source=wsb_podcast:meta_child_safety federal trial over child safety (0:20) Citi turns...
August 18 · 3 min
Bond vigilantes stir as yields climb
The 30-year Treasury yield https://seekingalpha.com/news/4634180-yardeni-research-bond-vigilantes-watch?source=wsb_podcast:bond_vigilantes_stir_as_yields_climb. (0:17) Nasdaq plans...
August 17 · 3 min
McDonald's gets a Red Bull boost
McDonald's adds https://seekingalpha.com/news/4633774-energizing-stuff-mcdonalds-takes-aim-at-the-afternoon-caffeine-market?source=wsb_podcast:mcdonalds_gets_a_red_bull_boost. (0:15) L3Harris CEO...
August 17 · 4 min
Rocket Lab gains altitude
Rocket Lab (RKLB) just cleared a key milestone in a https://seekingalpha.com/news/4633612-rocket-lab-built-satellites-for-mda-space-begin-operations-in-orbit?source=wsb_podcast:rocket_lab_gains_altitude. (00:13) A war-driven...
August 16 · 3 min
Retail earnings put consumers in the spotlight
Walmart, Target, Home Depot offer https://seekingalpha.com/news/4624558-walmart-slips-after-oppenheimer-warns-on-near-term-setup?source=wsb_podcast:retail_earnings_put_consumers_in_the_spotlight. (0:17) Fed minutes could shed more light on rate path....
August 14 · 4 min
Upvoted into the S&P
Reddit (RDDT) scores an https://seekingalpha.com/news/4633045-reddit-shares-jumps-on-sp-500-entry-sui-joins-midcap-400?source=wsb_podcast:upvoted_into_the_sp. (00:13) The Nintendo (NTDOY)Switch 2 has a...
August 13 · 3 min
Trump vaccine order faces major hurdle
Trump's push to split MMR vaccine https://seekingalpha.com/news/4632086-trump-order-mmr-vaccine-experts-react?source=wsb_podcast:trump_vaccine_order_faces_major_hurdle. (0:15) July wholesale inflation...
August 13 · 4 min
Google pushes harder on Gemini
https://seekingalpha.com/news/4631771-google-co-founder-rallies-ai-staff-to-improve-geminis-capabilities-report?source=wsb_podcast:google_pushes_harder_on_gemini to accelerate development. (0:15) Cisco slips despite...
August 12 · 3 min
Inflation cools but stays stubborn
July CPI arrives https://seekingalpha.com/news/4631457-headline-cpi-rises-34-in-july-slowing-from-junes-pace?source=wsb_podcast:inflation_cools_but_stays_stubborn. (0:15) CoreWeave...
August 12 · 5 min
NYC delivery model detour
A New York proposal could redraw the economics of https://seekingalpha.com/news/4631251-new-york-city-delivery-protection-act-amazon?source=wsb_podcast:nyc_delivery_model_detour (AMZN). (00:13) Manus is...
August 11 · 3 min
The AI watermark you can't erase
Anthropic https://seekingalpha.com/news/4630751-anthropic-models-released-in-eu-now-embed-watermarks-on-all-ai-generated-content?source=wsb_podcast:the_ai_watermark_you_cant_erase into AI-generated content. (0:15) Sea Limited...
August 11 · 4 min
Riot’s $9.1B AI mystery
Riot’s (RIOT) https://seekingalpha.com/news/4630412-riot-stock-jumps-25-as-report-names-anthropic-as-ai-data-center-client AI deal. (00:13) Plug Power’s (PLUG) big...
August 10 · 3 min
GameStop rethinks eBay takeover
GME CEO reportedly https://seekingalpha.com/news/4629844-gamestops-cohen-reportedly-pulling-ebay-offer---bloomberg?source=wsb_podcast:gamestop_rethinks_ebay_takeover to full takeover. (0:15) Apple faces...

Showing 101–120 of 145 episodes