Wall Street Breakfast
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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
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GameStop adds eBay to cart
eBay (EBAY) rallies as GameStop (GME) launches bold $56B takeover attempt. (00:14) Spirit Airlines (FLYYQ) nears completion of passenger refunds after...
Wall Street Roundup: tech reports
Meta & Alphabet - tale of 2 stocks (0:20) Apple's CEO transition (3:20) Nasdaq moving higher; Fed's path forward (4:40) Intel up; Microsoft down (11:4...
Sandisk beats, shares slip
Sandisk (SNDK) Q3 revenue shatters estimates as it surges 252%. (00:18) Apple (AAPL) slips as iPhone revenue nears $57B during Q2; ups dividend, adds...
GDP shy, inflation stays hot
GDP falls short of expectations as inflation stays firmly above target. (0:15) Qualcomm jumps after outlining custom silicon shipments for a hyperscal...
Big Tech delivers, capex jumps
Alphabet (GOOG) (GOOGL) stock rises on strong financial growth and quarterly beat: Key takeaways. (00:14) Meta's (META) increased capex, lackluster gu...
Powell to stay on at the Fed
Jerome Powell will stay as governor. (0:17) FOMC holds rates steady as four members dissent. (1:54) Treasury yields rise, markets see no rate moves th...
Robinhood falls on Q1 miss, expenses boost
Robinhood revenue misses, Trump Accounts hit expenses. (0:16) Trump extends pressure on Iran – is it NACHO not TACO? (1:57) Disney keeping ESPN as str...
Oil rallies on OPEC shock
Oil rallies on OPEC shock (0:30) investors preparing for Fed policy decision (3:12) Mega-cap tech earnings (4:14)
Show Notes
Shell...
UAE exits OPEC
UAE shocks market, quits cartel to seek output flexibility. (0:15 ) OpenAI partners fall after reported target misses. (1:19) Coca-Cola climbs on stro...
Celestica stumbles post-earnings
Celestica slides despite stronger earnings and upbeat guidance. (0:15) POET extends losses after Marvell-linked meltdown. (1:25) German Chancellor sla...
Microsoft and OpenAI now in open relationship
Microsoft, OpenAI no longer cloud exclusive. (0:15) Domino’s revenue and same-store sales miss. (1:55) United CEO explains why he floated American mer...
Budget airlines seek government aid
Budget airlines look for $2.5B in return for warrants. (0:15) Tillis hints at Powell stay as Fed governor. (1:05) DeepSeek cuts V4-Pro pricing as AI c...
Earnings floodgate opens in Powell's last Fed Week
Five of the Magnificent 7 report in a packed week. (0:17) Powell probe dropped, Warsh now faces vote. (2:00) Berkshire meets without Buffett after ste...
Intel chips fly high
Intel (INTC) surges as Q1 results, guidance blow past Wall Street's forecast.(00:14) U.S. soldier charged after allegedly earning $400,000 betting on...
DEA reschedules pot as less dangerous
Marijuana moved to Schedule III, cannabis stocks surge. (0:15) IBM slips after holding guidance steady. (1:30) Meta faces backlash over employee keyst...
ServiceNow tanks on margins
ServiceNow (NOW) crashes as recent acquisitions lead to slightly lower-than-expected margins. (00:14) Tesla (TSLA) pares gain as investors factor in E...
Spirit Airlines in line for government bailout
Trump administration nears Spirit rescue deal with major ownership stake. (0:16) Boeing tops expectations. (0:45) Aluminum market already in a ‘Black...
OpenAI faces Florida probe
OpenAI faces criminal probe over ChatGPT's possible role in Florida mass shooting. (00:14) A smoking ban in the UK for people born after 2008 becomes...
Consumers still spending
March retail sales jump, even excluding surge in gas. (0:15) UnitedHealth lifts outlook after strong quarter. (1:30) Disney raises peak Magic Kingdom...
Cook hands Apple to Ternus
Apple (AAPL) CEO Cook steps down, effective Sept. 1; Ternus named CEO. (00:14) JetBlue's (JBLU) CEO dismisses bankruptcy speculation. (01:37) Uber (UB...
Jersey Mike's eyes $12B IPO valuation
Jersey Mike's looks to be a top 10 public restaurant company. (0:15) QXO agrees to buy TopBuild. (1:25) Pepsi broadens Gatorade into an everyday hydra...
Tariff refund rush begins
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01...
Tesla kicks off Mag 7 earnings
Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sale...
Wall Street Roundup: Good news, earnings news
Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming...
Netflix co-founder logs out (are you sure?)
Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits ove...
Europe has six weeks of jet fuel left
IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after addi...
Ford revamp targets EV growth
Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy...
Trump escalates pressure on Powell
President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:4...
CAT powers up ag automation
Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data c...
Banks mixed as earnings season starts
Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpas...
PC rally fades on Nvidia denial
PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest i...
Netflix ad outlook lifts sentiment
Netflix gains bullish calls as ad revenue growth outlook strengthens. (0:15) Goldman pressured after weaker net interest income and higher provisions...
Flight cuts deepen on fuel shock
Airlines cut global schedules as Iran-driven energy shock ripples into May. (00:14) Tesla wins first European approval for FSD supervised. (01:54) GSK...
Earnings season begins as Trump threatens Hormuz blockade
Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Boo...
Wall Street Roundup: risk on/risk off
Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir...
AI alarm hits Wall Street
Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Faceb...
STAAR prelims signal upside
STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under ne...
Markets pop on peace hopes
Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19)...
Quantum computer fever cooling
Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable...
Insurers pop on Medicare rate hike
Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; ret...