Wall Street Breakfast
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Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Последни епизоди
1308 епизода
Wall Street Roundup: market shifts to defense
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major cataly...
Rates tick higher as housing demand grows
Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content b...
Henkel adds shine with Olaplex
Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential...
Trump taps tech elite for science council
The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22)...
Peace plan pumps futures
Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract disput...
Trading before the Tweets
Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:3...
FCC router ban plugs into gains
U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps af...
Trump roils markets touting quick end to Iran war
Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crac...
Gold loses safe haven shine
Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01...
Trump give Hormuz ultimatum but markets wary
Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury fin...
SMCI hit by export scandal
Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in...
BoE fear hits Fed bets
BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audie...
Micron tops, shares fall
Micron (MU) slides even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI drone firm Swarmer (SWMR) jumps 1,000% in two days. (01...
Powell to stay on amid DOJ probe of Fed
Fed holds rates steady as Middle East uncertainty clouds outlook. (0:16) Dot plot still pencils in one rate cut this year. (0:37) Powell will wait unt...
The AI no one claims
What is “Hunter Alpha”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top- and bottom-line but sets disappoi...
OpenClaw's gamechanger moment
Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite risin...
Beyond Meat slides on report delay
Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution batt...
Private credit meets redemptions
Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of...
Micron doubles Taiwan bet
Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nv...
Fed meets as oil shock roils outlook
Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly...
Wall Street Roundup: war, oil, airlines, energy, AI, private credit
Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) Fe...
Adobe beats, CEO exits
Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil...
The largest oil supply shock ever
IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) E...
Atlassian trims staff for AI
Stock index futures slide as oil continues to climb amid geopolitical tensions. (00:13) Atlassian (TEAM) to cut 10% of workforce to invest in AI and e...
Inflation holds, but oil looms
February CPI meets expectations, but oil shock threatens renewed inflation surge. (0:15) Campbell’s shares slide after it cuts full-year outlook. (1:2...
Oracle beat sends shares up
Oracle (ORCL) pops as Q3 results, guidance top estimates; updates on capital funding plans. (00:14) Nintendo (NTDOY) soars 10.5% in Tokyo on Pokémon h...
Ex-Meta AI chief LeCun's startup raises $1B seed
AI startup Advanced Machine Intelligence also names its CEO. (0:15) Anthropic warns Pentagon blacklist could slash revenue by billions. (1:04) Bill Ac...
AI spending drives TSMC
TSMC Jan-Feb revenue rises 30% amid strong global AI demand. (00:13) Archer (ACHR) accuses Joby (JOBY) of defrauding U.S. government, hiding China tie...
Anthropic sues Pentagon over AI ban
Anthropic sues Pentagon after supply chain risk label kills AI contract. (0:15) Oil surge toward $120 sends VIX above 30 before retreat. (1:30) Hims a...
G7 weighs oil market boost
G7 to discuss coordinated oil reserve release, FT says; dollar pulls back. (00:13) Live Nation (LYV) nears DOJ settlement that avoids Ticketmaster sal...
How high can oil go?
Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hypers...
India to buy Russian oil as war disrupts supplies
U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)
Epi...
Oil surges as Hormuz shipping halts
Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berksh...
Ad deal buzz lifts Trade Desk
OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The Information. (00:13) Robinhood (HOOD) enters premium credit card battle...
Rate-cut plans hit an oil slick
Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypt...
CrowdStrike ARR Tops $5.2B
CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening c...
Dip buyers face froth fighters
Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:5...
Tech drags futures lower
Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) Open...
Travel stocks slide in wake of conflict
Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)
War shock sends oil up
Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13) Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20...