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
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1529 эпизод
Inflation puts Fed rate hike on the line
August CPI could decide the Fed's September rate move. (0:17) Oracle earnings all about AI spending. (1:34) Apple's new CEO to unveil its biggest iPho...
A tough stretch for lululemon
Another forecast trim, a China slowdown, and rising competition send lululemon (LULU) shares tumbling. (00:15) The robotaxi era begins with little fan...
Ford bets big on $30K electric truck
Ford targets 100K sales for its new Ford Fathom. (0:15) Nvidia buys Hugging Face for $12.9B. (1:02) New York puts a freeze on classroom AI. (1:59) <...
Broadcom beat meets high hopes
An earnings beat wasn't enough to stop Broadcom (AVGO) from slipping. (00:14) The mystery of $7 ground beef has the DOJ’s attention. (01:36) Chipotle...
Uber cuts jobs to go simpler and faster
Uber cutting up to 3,300 jobs in a major restructuring. (0:16) August private payroll growth slows. (1:42) Berkshire sees datacenter opportunity – wit...
A Dell of a quarter
An AI server boom helped Dell (DELL) crush estimates. (00:14) MongoDB (MDB) beat estimates, raised guidance. (01:05) JetBlue (JBLU) unveils its first...
The bond yield America can't afford
Treasury yields continue to climb. (0:16) GoPro soars on Markiplier report. (1:46) Wall Street tells law firms AI should lower their bills. (2:01) <...
Liability sparks downgrades
One legislative move sent utility stocks (PCG) (EIX) from defensive to combustible. (00:14) Shein finally hit the market. (02:09) A new Airbnb (ABNB)...
Central banks get AI jitters
BoE’s Bailey warns AI could threaten financial stability. (0:15) California wildfire legislation tanks PG&E and Edison. (1:40) Chery eyes an IPO for h...
Futures lower as oil rises
Oil jumps, futures fall: Wall Street wakes up to renewed Middle East risk. (00:18) After a two-month pause, Strategy (MSTR) may be diving back into Bi...
Jobs report puts Fed hike in focus
August’s jobs report could cement a September rate hike. (0:17) Broadcom earnings give another look at the AI spending. (1:24) John Ternus takes the r...
Marvell beats, street shrugs
Marvell's (MRVL) AI engine is roaring, but investors still hit the sell button. (00:15) Anthropic scores a courtroom win. (01:50) Stripe and Advent re...
New chip tariffs could hit AI race
White House mulling a new round of tariffs on semis. (0:14) Okta rallies after earnings. (1:03) Jobless claims dip ahead of Warsh at Jackson Hole. (2:...
Nvidia’s biggest hug yet
Fresh off blockbuster earnings, Nvidia (NVDA) has reportedly agreed to acquire Hugging Face. (00:14) Salesforce (CRM) is soaring. (01:47) Wendy's (WEN...
Meta settles kids addiction case for $12.7B
Meta will restrict screen time as part of deal with states. (0:14) PCE inflation stays sticky. (1:38) Abercrombie soars nearly 40%. (2:58)
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Bullseye misses the mark
Target’s (TGT) latest controversy. (00:14) SpaceX (SPCX) is planning a massive new Starship complex. (01:14) Walmart (WMT) is embracing contactless pa...
OpenAI chip takes on Nvidia
OpenAI's Jalapeño chip outperforms Nvidia's Blackwell in key tests. (0:14) Dick's Sporting Goods plunges. (1:28) Druckenmiller blasts Treasury's buyba...
Coffee rally hits PSL season
Your PSL (SBUX) just arrived—and coffee traders are already brewing up higher prices. (00:14) Bitcoin (BTC-USD) just hit a three-month high. (01:34) A...
Bessent brings out the bond bazooka
Secretary could tap Treasury's $1T account for bond buys. (0:14) Wall Street loves Jersey Mike's. (1:21) Archer adds downtown LA to planned air-taxi n...
AI plans weigh on BABA
What’s rattling Alibaba (BABA)? (00:16) Nvidia (NVDA) is raising prices by more than 15%. (01:15) California’s attorney general says Paramount (PSKY)...
Nvidia and Jackson Hole take center stage
Nvidia earnings put the AI trade back in focus. (0:33) Kevin Warsh heads to Jackson Hole as bond vigilantes stir. (1:32) Canada hits back with retalia...
Ross finds value in value
Ross (ROST) rings up another blowout quarter. (00:13) ChatGPT (OPENAI) moves one step closer to your daily digital life. (01:29) Starbucks (SBUX) trim...
Walmart flashes consumer warning
Walmart cuts outlook after slow sales growth. (0:15) Alibaba investors weigh AI spend vs. cloud growth. (1:24) Treasury yields rebound on Philly Fed....
Moderna’s $44B booster
Moderna (MRNA) posts the biggest one-day S&P 500 gain this century. (00:14) Bitcoin’s (BTC-USD) rally triggered a record short squeeze. (01:35) The ne...
IBM hits key quantum computing milestone
IBM moves toward fault-tolerant quantum computing. (0:15) Target tops expectations. (1:04) Treasury expands bond buybacks to fight yield surge. (1:51)...
Canada buys 72 hours
Canadian tariffs delayed, Keystone revived? (00:15) Robot stock opened up 629% on day one. (01:20) SK Hynix (SKHY) just announced a huge buyback. (02:...
Meta faces high-stakes federal trial over child safety
Meta faces federal trial over child safety (0:20) Citi turns bullish on Bath & Body Works (1:44) Housing starts slid (2:45) Nestlé's AI tools for GLP-...
Bond vigilantes stir as yields climb
The 30-year Treasury yield hits 2007 levels. (0:17) Nasdaq plans 23-hour trading in December. (1:09) Google buys Spirit Airlines data to train its AI....
McDonald's gets a Red Bull boost
McDonald's adds energy drinks for first time. (0:15) L3Harris CEO steps down over conduct. (1:01) Big Tech has $3T in off-balance-sheet commitments. (...
Rocket Lab gains altitude
Rocket Lab (RKLB) just cleared a key milestone in a $143M space contract. (00:13) A war-driven motor oil shortage. (01:08) Colombia wants a tariff tim...
Retail earnings put consumers in the spotlight
Walmart, Target, Home Depot offer fresh reads on spending. (0:17) Fed minutes could shed more light on rate path. (1:27) Anthropic sees revenue approa...
Upvoted into the S&P
Reddit (RDDT) scores an S&P 500 spot. (00:13) The Nintendo (NTDOY)Switch 2 has a new star. (01:05) Strong earnings weren't enough to impress Applied M...
Trump vaccine order faces major hurdle
Trump's push to split MMR vaccine could take years. (0:15) July wholesale inflation comes in cooler than expected. (1:02) IBM teams with OpenAI on ent...
Google pushes harder on Gemini
Sergey Brin pushes Google's AI team to accelerate development. (0:15) Cisco slips despite topping forecasts and delivering strong guidance. (1:19) War...
Inflation cools but stays stubborn
July CPI arrives right in line with forecasts. (0:15) CoreWeave rallies on outlook. (1:21) Domino's launches an individual pizza shaped like its famou...
NYC delivery model detour
A New York proposal could redraw the economics of home delivery (AMZN). (00:13) Manus is on its own again after the Meta (META) deal. (01:41) Edison (...
The AI watermark you can't erase
Anthropic embeds persistent ID marks into AI-generated content. (0:15) Sea Limited rallies after strong. (1:16) 7Up gets its first major refresh in 15...
Riot’s $9.1B AI mystery
Riot’s (RIOT) $9B AI deal. (00:13) Plug Power’s (PLUG) big improvement. (01:10) SpaceX (SPCX) is back above water. (01:44)
Episode transc...
GameStop rethinks eBay takeover
GME CEO reportedly considers alternatives to full takeover. (0:15) Apple faces sharply higher component costs for upcoming iPhone. (1:10) Archer Aviat...
Burry turns on Berkshire
Burry believes Berkshire's (BRK.B) new era is already drifting from Buffett's playbook. (00:14) Meta (META) faces its next courtroom showdown. (01:32)...