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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 10 · 5 min
Burry turns on Berkshire
Burry believes Berkshire's (BRK.B) new era is https://seekingalpha.com/news/4629726-burry-says-berkshire-is-no-longer-an-attractive-investment-as-abel-deploys-cash?source=wsb_podcast:burry_turns_on_berkshire from Buffett's playbook. (00:14) Meta...
August 7 · 3 min
Trade Desk slammed after earnings miss
Trade Desk https://seekingalpha.com/news/4628465-trade-desk-sinks-on-revenue-miss-margin-pressure?source=wsb_podcast:trade_desk_slammed_after_earnings_miss. (0:15) Trump imposes...
August 6 · 4 min
Show-Me state says no
Missouri https://seekingalpha.com/news/4627312-missouri-voters-reject-measure-to-end-income-tax?source=wsb_podcast:show_me_state_says_no on a tax swap. (00:10) Meta's (META) AI reportedly...
August 6 · 3 min
Jamie Dimon warns on hidden leverage
JPM CEO warns unseen leverage https://seekingalpha.com/news/4627242-jpmorgans-jamie-dimon-warns-high-market-leverage-could-trigger-quick-disruption?source=wsb_podcast:jamie_dimon_warns_on_hidden_leverage. (0:17) Sandisk falls after...
August 5 · 4 min
Parks, Pixar power Disney
A blockbuster movie, booming parks, and a new TikTok deal are giving Disney (DIS) https://seekingalpha.com/news/4625842-disney-shares-rise-after-q3-profit-beats-estimates-on-parks-strength?source=wsb_podcast:parks_pixar_power_disney. (00:10) Uber's...
August 5 · 3 min
SpaceX spending spree rattles investors
Shares fall as SpaceX https://seekingalpha.com/news/4625315-spacex-shares-fall-after-ai-spending-surge-overshadows-quarterly-beat?source=wsb_podcast:spacex_spending_spree_rattles_investors. (0:17) AMD delivers another strong quarter...
August 4 · 5 min
Ban talk lifts networking names
Networking names https://seekingalpha.com/news/4624587-networking-stocks-surge-as-trump-drafts-ban-on-chinese-data-center-component-report?source=wsb_podcast:ban_talk_lifts_networking_names as U.S. eyes another China ban. (00:11) CoreCivic (CXW)...
August 4 · 3 min
Palantir lifts outlook after AI surge
Palantir raises its https://seekingalpha.com/news/4623591-palantir-technologies-pops-as-it-ups-full-year-guidance-after-strong-q2-results?source=wsb_podcast:palantir_lifts_outlook_after_ai_surge. (0:16) Google exec: Spending laying foundation for...
August 3 · 4 min
Peloton's costly detour
A https://seekingalpha.com/news/4623363-peloton-loses-patent-infringement-case-against-nec?source=wsb_podcast:pelotons_costly_detour patent verdict for Peloton (PTON). (00:16) Apple's (AAPL)...
August 3 · 3 min
Alibaba unveils flagship AI model
Alibaba launches https://seekingalpha.com/news/4623162-alibaba-jumps-7-after-introducing-qwen38-max-in-chinas-intensifying-ai-race?source=wsb_podcast:alibaba_unveils_flagship_ai_model. (0:16) Google...
August 2 · 3 min
SpaceX earnings take center stage
SpaceX https://seekingalpha.com/article/4925615-spacex-why-ipo-history-prompts-a-double-upgrade?source=wsb_podcast:spacex_earnings_take_center_stage and...
July 31 · 5 min
Reddit beat fails to trend
Investors are https://seekingalpha.com/news/4621455-reddits-strong-quarter-fails-to-lift-shares-as-ai-search-concerns-linger?source=wsb_podcast:reddit_beat_fails_to_trend Reddit (RDDT). (00:18) Anthropic (ANTHRO) finds an...
July 30 · 4 min
High-flying AI fund forced to dump stocks
Situational Awareness fund https://seekingalpha.com/news/4621752-leopold-aschenbrenners-hedge-fund-unwinds-public-bets-amid-ai-market-rout?source=wsb_podcast:high_flying_ai_fund_forced_to_dump_stocks. (0:16) MarketAxess...
July 30 · 5 min
Jersey Mike’s prices at $23
From one Jersey sub shop (JKME) to a https://seekingalpha.com/news/4621268-jersey-mikes-subs-prices-ipo-at-23-per-share?source=wsb_podcast:jersey_mikes_prices_at_23. (00:14) Meta (META) is feeding AI—and...
July 29 · 3 min
Fed holds rates and markets ain't happy
Fed https://seekingalpha.com/news/4620657-fed-keeps-rate-unchanged-for-fifth-straight-meeting?source=wsb_podcast:fed_holds_rates_and_markets_aint_happy, but three voters...
July 29 · 4 min
Meta, Microsoft earnings test
Meta's (META) record slide https://seekingalpha.com/news/4620060-meta-slides-into-earnings-after-longest-losing-streak-on-record?source=wsb_podcast:meta_microsoft_earnings_test earnings test. (00:14) All eyes on Microsoft (MSFT)...
July 28 · 3 min
Amazon revamps AI strategy
Amazon shifts to https://seekingalpha.com/news/4619240-amazon-winding-down-several-flagship-ai-models-in-strategy-revamp?source=wsb_podcast:amazon_revamps_ai_strategy. (0:14) PayPal’s...
July 28 · 4 min
Chips drag Korea lower
Korea's market https://seekingalpha.com/news/4619167-ai-jitters-send-kospi-into-freefall-as-chip-rout-deepens?source=wsb_podcast:chips_drag_korea_lower starts with two stocks. (00:14) Ford (F) and GM are battling for a...
July 27 · 4 min
OpenAI agent went rogue for days
The agent broke out of its testing environment https://seekingalpha.com/news/4618586-openai-took-days-to-realize-its-agent-hacked-hugging-face-reuters?source=wsb_podcast:openai_agent_went_rogue_for_days. (0:15) Rocket Lab wins its...
July 27 · 4 min
A fine mess for Waymo
Waymo’s (GOOG) (GOOGL) https://seekingalpha.com/news/4618529-googles-waymo-racks-up-dozens-of-parking-citations-in-austin---report?source=wsb_podcast:a_fine_mess_for_waymo aren’t picking up riders. (00:15) Why Nvidia (NVDA) is...

Showing 121–140 of 145 episodes