About this podcast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Episodes
The newest 50 of 1,000 episodes
- Microsoft outage drags into second day · 4 minMicrosoft struggles to restore services as its global outage continues. (0:15) Anthropic's IPO 6x oversubscribed. (1:23) Applied Materials beats forecasts. (2:02) Episode…
- Nvidia's Jensen Huang era ends in scandal · 4 minJensen Huang resigns as CFO takes the helm. (0:14) Wall Street downgrades flood in. (0:49) Trump dismisses prospects for an Iran deal. (2:11) Show Notes Kraft Heinz looks to…
- Nvidia board prepares to oust Jensen Huang · 3 minBoard looking at replacements as reports of second affair surface. (0:15) Dan Ives slashes NVDA fair value. (1:42) Elon Musk offers Jensen a landing spot. (2:22) Show Notes…
- Anthropic CEO prescribes AI miracles · 3 minAnthropic's CEO says AI could eliminate major diseases within a decade. (0:14) CoreWeave results boost rival AI cloud stocks. (1:13) Rivian's R2 is MotorTrend's SUV of the Year…
- Stocking up on Costco cash · 5 minCostco (COST) has a $13.3B surprise for investors. (00:25) CoreWeave (CRWV) just gave Wall Street more to like. (01:19) 7 Brew serves Starbucks (SBUX), Dutch Bros (BROS) a fresh…
- Anthropic IPO targets record $90B haul · 4 minAnthropic IPO could make history despite lower valuation. (0:14) Hot CPI boosts odds of a bigger December Fed hike. (1:07) Trump says the FBI is investigating Nvidia's CEO…
- GTA 6 hype trumps the miss · 5 minGamers are ready to play GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes fewer jobs. (01:34) McDonald's (MCD) and Uber (UBER) expand their partnership. (02:05)…
- Nvidia spy saga takes a DOJ turn · 4 minSingapore’s Megaspeed in DOJ crosshairs. (0:15) Jersey Mike's makes London debut. (2:31) Food tech startup Wonder’s IPO. (3:07) Show Notes Poll: What will happen to Jensen…
- The spy who loved Nvidia · 6 minNvidia (NVDA) finds itself in a real-life spy drama. (00:13) NASA has big plans for the Moon. (02:31) The nuclear comeback gathered steam Friday. (03:39) Episode transcripts…
- Anthropic's historic IPO roadshow begins · 5 minAnthropic plows ahead despite the tech selloff. (0:18) October inflation data could strengthen case for another Fed hike. (1:21) Berkshire Hathaway ramps up buybacks. (2:25)…
- Sayonara, Cybertruck · 5 minTesla plans to wind down Cybertruck production to expand Cybercab output. (0:18) Anthropic's $1.5T IPO valuation faces growing skepticism. (1:10) Nvidia risks a Cisco-style…
- Fear grips the market · 9 minMarkets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower. Qualcomm's…
- Wall Street sheds jitters as fear gauge tumbles · 4 minThe VIX plunges after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its earnings outlook disappoints. (1:23) Meta warns that data center construction is getting…
- Uncertainty removed, optimism returns · 9 minMidterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data…
- Wall Street rallies after blue tsunami · 4 minFutures erase losses with Dems taking Congress in midterms. (0:16) Texas results raise fresh questions for AI data centers. (2:01) AMD rallies as booming AI chip sales lift its…
- Midterm elections & earnings · 6 minU.S. midterm elections. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were offset by concerns over memory costs and margins. AMD…
- Apple's strong sales outlook hits a snag · 4 minApple forecasts stronger sales, but with pressure on margins. (0:18) Salesforce agrees to acquire voice AI specialist Cresta. (1:37) Disney preps for thousands of job cuts…
- Big tech earnings take center stage · 9 minFalling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum deal - smart, but weird timing (4:05). Apple and…
- S&P cuts Meta's credit outlook to negative · 4 minS&P cuts Meta's outlook over soaring AI spend, low cash flow. (0:17) Binance sees $3.64B flow out as withdrawals resume. (1:23) OpenAI plans to rebrand data centers as ‘AI…
- Midterms put Congress up for grabs · 4 minVoters head to the polls with odds favoring a Dem sweep. (0:17) Nonfarm payrolls seen up 65K for October. (1:26) Apple, AMD and Palantir earnings test battered tech stocks…
- Binance hit by $6.3B record crypto hack · 4 minBinance reports $6.3B in potential losses from a massive breach. (0:17) Intel plunges as a PC slowdown derails its turnaround. (1:33) Reddit considers mandatory logins as AI…
- A deluge of earnings · 6 minAmazon earnings preview (0:25) Google concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surprise (3:30) Episode transcripts: seekingalpha.com/wsb Sign up for our…
- Wendy's gets a rescue buyout bid · 4 minNelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire…
- Fed holds rates, but with hawkish hints · 3 minThe Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027…
- SK Hynix unveils $75B shareholder bonanza · 4 minSK Hynix surges after strong earnings and massive shareholder payouts. (0:17) Amazon warns software engineers against tokenmaxxing. (1:35) Robinhood slides after earnings fall…
- Sentiment improves; all about earnings · 7 min2 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)…
- DoorDash eyes $17B Instacart takeover · 4 minInstacart 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…
- AI trade still in focus · 9 minBuy 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…
- Musk warns of neocloud shakeup · 4 minElon 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…
- Fed seen holding steady, but for how long? · 4 minWhat 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)…
- Moderna's good news goes bad · 5 minModerna'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)…
- Tesla flat on revenue but big on promises · 3 minTesla 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…
- PHP flaws set off cyber alarm · 5 minAI 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)…
- Netflix slowdown rattles Wall Street · 4 minNetflix 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…
- One giant earnings leap for SpaceX · 5 minSpaceX (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…
- United Airlines CEO calls for wealth tax · 3 minUnited 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)…
- 3M makes a prime connection · 5 min3M (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…
- Google makes quantum computing leap · 4 minGoogle 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…
- Airlines' holiday price test · 5 minHoliday 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…
- SpaceX, Tesla and Meta take earnings stage · 4 minSpaceX, 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 Notes Earnings…
- Tesla Roadster takes flight · 5 minTesla'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…
- Anthropic growth slows, rattles AI trade · 4 minAnthropic'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…
- CoreWeave CEO defends the math · 5 minCoreWeave'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…
- Hot inflation puts Fed hike back in play · 4 minHotter 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…
- BofA's $1.2B penalty punch · 5 minTreasury 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…
- Big bank earnings get a lukewarm welcome · 3 minJPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech…
- Six Flags shares plunge premarket · 5 minFUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50)…
- Economics Nobel goes to micro work that informs macro · 3 minRobert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show…
- GTA 6 threat sends token up · 6 minA $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal…
- Big banks kick off earnings season · 4 minJPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and…
