Wall Street Breakfast

Apr 10 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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Amazon navigates trade war world

Apr 10 2025 7 mins  
Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink, ignoring a cool but pre-tariff CPI report. (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00)Show NotesGet DoorDash from a robotEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend

TSMC revenue surges on pre-tariff rush

Apr 10 2025 6 mins  
TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: DJT, X, and moreGoogle reiterates $75B spending plan for

Stocks to the moon as Trump backs off trade war (except for China)

Apr 09 2025 4 mins  
Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11) Show NotesChina boosts tariffs on U.S.Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, di

Easter spending to hop to $23.6B despite uncertainty

Apr 09 2025 6 mins  
Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: BTU, CALM, and moreEx-Meta employee to tell Congress that co

Musk reportedly asked Trump to reverse tariffs

Apr 08 2025 6 mins  
Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls. (2:12) Show NotesApple Stores see iPhone ‘panic selling.’The Curious Case of Rising Treasury YieldsSmall-cap picks that can outperformEpisode transcripts: seekingalpha.com/wsb Sign up for our

Medicare bump lifts insurers

Apr 08 2025 5 mins  
Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to 'fight to the end' against new U.S. tariffs, escalating the trade dispute. (02:38)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: Health insurers stocks, and moreVietnam wil

Bears and bulls battle it out in wild trading

Apr 07 2025 5 mins  
Investors on a knife-edge as one fake headline prompts huge index swings. (0:15) JPM’s Dimon says tariffs will slow growth. (2:42) Mesa Air, Republic to merge in major regional carrier deal. (4:41)Show Notes Trump threatens 50% more tariffs on China MicroStrategy announces major digital lossEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for fu

Bitcoin dips below $75K on tariff turmoil

Apr 07 2025 6 mins  
Bitcoin (BTC-USD) breaks below $75,000 as crypto’s Trump rally fades amid tariff turmoil. (00:21) Tech bull Dan Ives slashes PT for Tesla (TSLA), Apple (AAPL) over Trump's 'tariff armageddon'. (01:42) Saudi Arabia slashes oil prices for Asia after surprise OPEC+ output hike. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: Magnificent seven

Earnings season kicks off with market in grips of tariff trauma

Apr 06 2025 7 mins  
Commentary on tariffs and the consumer will be in the spotlight (0:17) March core CPI forecast to drop to annual rate of 3% (3:27) Bill Ackman calls for tariff delay. (4:46) Show Notes Earnings CalendarBill Gross warns against buying the dipEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, div

Trump playing chicken with the world?

Apr 04 2025 18 mins  
Trump's draconian tariffs, markets fall (0:30). Declines in retail and tech (2:50). Tesla stock price, Q1 deliveries, Musk murmurs (6:20). Retail bright spots and low lights (9:30). AI spending, guidance coming (13:20). Macro data points (15:25).Show Notes:Tesla: A Nuanced Bull/Bear ConversationNasdaq ends down 6%, S&P logs worst day since 2020 as Trump tariffs flare trade-war