Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Latest episodes
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7 min
Sentiment improves; all about earnings
2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10)Sho…
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4 min
DoorDash eyes $17B Instacart takeover
Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going p…
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9 min
AI trade still in focus
Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00)Episode transcripts:…
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4 min
Musk warns of neocloud shakeup
Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze…
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4 min
Fed seen holding steady, but for how long?
What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03) S…
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5 min
Moderna's good news goes bad
Moderna's (MRNA) cancer vaccine clears a hurdle, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity. (01:29) Kohl's (KSS) get…
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3 min
Tesla flat on revenue but big on promises
Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24) Show Notes A…
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5 min
PHP flaws set off cyber alarm
AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) sh…
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4 min
Netflix slowdown rattles Wall Street
Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level.…
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5 min
One giant earnings leap for SpaceX
SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MS…
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3 min
United Airlines CEO calls for wealth tax
United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19) Show…
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5 min
3M makes a prime connection
3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) Episode transcripts seek…
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4 min
Google makes quantum computing leap
Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29) Show Not…
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5 min
Airlines' holiday price test
Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09)…
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4 min
SpaceX, Tesla and Meta take earnings stage
SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39)Show NotesEarnings CalendarDi…
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5 min
Tesla Roadster takes flight
Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) Episode transcripts…
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4 min
Anthropic growth slows, rattles AI trade
Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:2…
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5 min
CoreWeave CEO defends the math
CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (…
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4 min
Hot inflation puts Fed hike back in play
Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22…
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5 min
BofA's $1.2B penalty punch
Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (D…