Wall Street Breakfast

Mar 07 2025 1000 ep. 7 mins 4.8k
Wall Street Breakfast Podcast artwork

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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Recession risk and pockets of strength

Mar 07 2025 10 mins  
Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a month ago (6:55).Show links: Anheuser-Busch Q4 Earnings TranscriptU.S. trade deficit has spiked to record highs amid tariffs fearsA New Age For Crypto With John D'Agostino, John Hoffman

Lunar lander woes send Intuitive Machines sliding

Mar 07 2025 7 mins  
Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciary breach. (01:21) HP Enterprise (HPE) provides weak outlook, reveals 'workforce reduction' program. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: AV

Alibaba touts DeepSeek rival

Mar 06 2025 6 mins  
Alibaba unveiled its latest AI reasoning model with fewer parameters. (0:15) Trade deficit soars as tariffs worries juice imports. (1:09) No Jack Daniel's worse than a tariff. (4:45)Show NotesLayoffs soar as DOGE bitesMarvell shares tumbleEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divid

Seven & i names new CEO, plans U.S. IPO, buyback

Mar 06 2025 6 mins  
Seven & i (SVNDY) names new CEO, unveils 7-Eleven IPO and stock buyback plans. (00:27) SpaceX says Starlink only 'partial fix' for air traffic systems, denies reports about FAA contract. (02:07) Victoria's Secret (VSCO) tops estimates, but warns on near-term headwinds. (03:04)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: MRVL, ZS, and moreM

Get a PhD AI agent for $20K a month

Mar 05 2025 5 mins  
OpenAI's top tier AI agent is geared at software and medical professionals. (0:15) Services sector shows strength, but tariffs top of mind. (2:06) Banks rush to fill demand for bets on Russia. (3:44)Show NotesTech stocks that can withstand the stormDisney planning ABC layoffsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analy

CrowdStrike beats Q4, stock slips

Mar 05 2025 6 mins  
Earnings Snapshot: CrowdStrike (CRWD) beats Q4 estimates, but weak outlook weighs on stock. (00:23) TikTok (BDNCE) looks to expand local services in the US; buys shares from American workers at higher price. (01:12) Disney (DIS) to slash 6% jobs across ABC News, Disney Entertainment Networks as it focuses on core business - report. (02:33)Episode transcripts seekingalpha.com/wsb.Sh

Stock gains since Election Day erased

Mar 04 2025 5 mins  
The 'bro bubble' in stocks and crypto has popped. (0:16) Target sees profit pressure. (2:12) Uber/Waymo driverless rides start in Austin. (3:15) Show NotesStocks best insulated from tariffsOkta rallies post-earningsEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to

Tariff hit sends auto stocks sliding

Mar 04 2025 6 mins  
"No room left" rattles auto industry as tariff tantrum sends stocks spiraling lower. (00:24) Walgreens (WSB) gains on reports of Sycamore nearing $10B takeover. (02:40) 23andMe (ME) committee rejects new Wojcicki proposal to take company private. (03:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WBA, ILMN, and moreInvestors may be riding a �

Stagflation scare

Mar 03 2025 5 mins  
ISM shows surge in prices and weaker manufacturing activity. (0:15) AbbVie gets into weight-loss game. (2:16) Close, but no cigar for Philip Morris? (3:24)Show NotesGoldman's cheap healthcare picksKroger CEO out for personal conductDomino's joins the stuffed crust sceneEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst rat

U.S. crypto reserve takes shape

Mar 03 2025 6 mins  
Cryptocurrencies rally as Trump hypes up strategic reserve, Bitcoin (BTC-USD) briefly crosses $95K. (00:27) Jeremy Grantham says U.S. stocks are in a 'super bubble.’ (01:27) ‘Tesla Takedown’ (TSLA) protesters target Elon Musk's bottom line. (02:40)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Crypto-linked stocks, Li Auto, and moreGoogle co