Wall Street Breakfast
Арна мәліметтері
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
Соңғы эпизодтар
1250 эпизод
Jobs beat shifts Fed cut timeline
January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:1...
Amazon adds BETA to cart
Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna (MRNA) shares drop after FDA refuses to file for mRNA-101...
Flat retail sales highlight K-shaped economy
Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Wa...
BP cuts the flow on buybacks
BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports....
ChatGPT growth reaccelerates
Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to cur...
HIMS loses weight in premarket trade
Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luc...
Delayed data deluge
Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs o...
Wall Street Roundup: risk off
Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings...
Stellantis pays $26B for EV bets
EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assaul...
Crypto crash continues
Bitcoin falls below $70K, nearly 50% down from its all-time high. (0:15) Hims & Hers surges after report of cheaper compounded Wegovy. (1:17) Jobless...
Alphabet’s growth comes with a capex bill
Alphabet (GOOG) (GOOGL) earnings: Key takeaways amid earnings beat, sharp rise in 2026 spending. (00:14) Qualcomm (QCOM) crashes amid weak Q2 guidance...
Washington Post announces sweeping layoffs
The paper shutters Sports desk, curbs local and international coverage. (0:15) AMD plunges despite earnings. (1:02) Bitcoin extends selloff as Michael...
Bahama Breeze comes off Darden’s menu
Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01...
PayPal CEO out, Disney succession set
PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate...
Palantir powers past expectations
Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV indu...
Disney outlook casts a shadow
Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans criti...
Cautious start for Wall Street
Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypt...
Warsh looms over jobs report
Kevin Warsh’s Fed nomination may reshape January payrolls reaction. (0:17) Amazon and Alphabet earnings spotlight AI demand and cost cuts. (1:01) Bitc...
Wall Street Roundup: big name earnings
Large cap tech earnings (0:25) Health insurance stocks drop (6:55) Good news in travel and leisure (8:30) More big earnings next week (10:00) Interest...
Trump picks Kevin Warsh as next Fed chief
Former Fed governor Warsh gets the nod to succeed Powell. (0:15) Is Warsh hawkish or dovish? (1:25) What Seeking Alpha analysts say. (2:21)
Fed chair pick—today?
Trump administration prepares for Warsh Fed chair nomination, reports. (00:16) GrubHub going after rivals by removing fees on orders over $50. (01:02)...
Software selloff hits tech, markets
Software stocks slide sharply as Microsoft, ServiceNow stoke fears. (0:15) Caterpillar beats earnings as AI data-center demand lifts sales. (1:57) Bar...
Big Tech lights up the premarket
Meta (META) gains on earnings beat despite higher spending: Key takeaways. (00:14) Microsoft (MSFT) outlines Q3 revenue target amid accelerating AI cl...
Fed hits the pause button
Fed holds rates with just two dissents. Powell stonewalls Fed independence questions. (0:16) Stocks finished mixed as gold keeps running. (1:59) Seaga...
ASML trims the ranks
ASML plans about 1,700 job cuts. (00:14) C3.ai (AI) stock climbs on report of merger with Automation Anywhere. (01:36) Retail reset: Amazon (AMZN) dou...
UnitedHealth rout deepens
UnitedHealth sinks as revenue outlook misses amid Medicare rate shock. (0:15) Boeing, UPS earnings beat, but concerns linger. (1:34) Consumer confiden...
Meta takes another shot at subscriptions
Meta (META) to test premium subscription plans for Instagram, Facebook and WhatsApp - report. (00:14) Trump says he's raising South Korean tariffs on...
The biggest restaurant chain hits the states
Mixue brings world’s largest restaurant chain footprint into U.S. market. (0:20) AppLovin in focus, USA Rare Earth and CoreWeave shares jump. (1:30) A...
DHS standoff drives shutdown odds
Odds of a government shutdown surge to 80%. (00:14) Carney says Canada has no plans to pursue a free-trade deal with China as Trump threatens 100% tar...
Megacaps vs. the Fed this week
Apple and Microsoft lead a packed earnings week. (0:15) Fed decision looms as Powell faces White House investigation. (1:51) Winter storm grounds thou...
Winter storm brewing, carts filling
Winter storm watch: Costco (COST) is set to benefit from the pantry-loading phenomenon. (00:14) Capital One (COF) to buy fintech Brex for $5.15B. (02:...
Rates rise on sticky inflation
Rates climb after core PCE holds at 2.8% YoY. (0:14) GE Aerospace slips as analysts warn margin expansion may slow. (1:15) EU regulators prepare paral...
Intel surges into earnings
Intel (INTC) leads chip stocks higher ahead of its latest earnings report. (00:15) Trump considering a ‘tariff-free zone’ for Ukraine - AP. (01:23) Pa...
Trump backs off Greenland tariffs
Trump reverses course after Davos talks, sending stocks sharply higher. (0:14) Sandisk now up 1,000% over six months. (3:02) Natural gas rockets on de...
Berkshire may exit Kraft Heinz
Berkshire Hathaway (BRK.B) may unload 27.5% Kraft Heinz stake - filing. (00:15) Trump signs order to restrict Wall Street investors from buying single...
Netflix bids cash for Warner
Netflix makes all-cash bid for Warner studious and streaming. (0:14) Intel rallies after HSBC and Seaport upgrade ahead of earnings. (1:42) Gold price...
Futures slip as trading resumes
Biggest stock movers Tuesday: NVDA, RAPT, and more. (00:15) NYSE develops platform for 24/7 trading of tokenized securities. (01:31) Tesla (TSLA) set...
Trump tariffs loom over Davos summit
Trump heads to Davos as tariff threats strain U.S.-European relations. (0:17) European leaders ponder using trade ‘bazooka.’ (1:04) Netflix earnings i...
Power producers spark higher
Trump to push for emergency auction to get tech firms funding new power plants. (00:27) Disney's (DIS) Kennedy hands off 'Star Wars' leadership. (02:0...
TSMC, Lam Research spark early market rally
Biggest stock movers Thursday: DELL, LRCX, TSM and more. (00:13) Verizon (VZ) restores service after outage, will give credits to affected customers....