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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Wall Street Roundup: market reacts to earnings
Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30)....
Broadcom gives AI traders another headache
Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)
Show Notes
Disney licenses characters to OpenAI
Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)
Show Notes<...
Oracle tumbles on revenue miss
The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old...
3rd straight FOMC cut, but dissents grow
FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20...
Big bitcoin bull cries uncle
Standard Chartered strategist cuts his 2026 bitcoin forecast in half. (0:15) Nvidia to offer LoJack for its GPUs? (1:35) What’s behind silver’s big su...
Meta aims for new AI model in '26
Meta looks to replace Llama with Avocado next year. (0:15) Americans are very reluctant to quit. (2:12) Office Depot/Office Max public journey ends. (...
Nvidia can ship H200 GPUs to China
President Trump OKs export of the high-ends GPUs, says U.S gets 25% cut. (0:15) Sen. Warren blasts Paramount’s hostile Netflix bid. (1:25) Paper says...
Paramount goes hostile for Warner
Paramount looks to snake Netflix’s Warner Bros. deal at $30/share. (0:15) Wedbush gets more bullish on Apple. (1:54) Top Berkshire lieutenant followin...
IBM to buy Confluent in further AI push
IBM will reportedly pay $11B for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s private insurance catalog. (1:05) White House rollin...
Fed seen ending the year with a cut
The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry...
Wall Street Roundup: Netflix buying Warner Brothers
Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI...
China's Nvidia soars 500% after IPO
AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1...
Dr Zuckerberg and the Metaverse of sadness
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Th...
Mr Nvidia goes to Washington
Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Face...
The year of the robot approaches
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenw...
Nike shakes up its starting lineup
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube ba...
Can Garlic cure an AI Code Red?
OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff re...
Netflix ready to splash the cash for Warner
Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims...
NYC bets on mega casinos
New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Man...
Japanese bonds are spooking the globe
Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he no...
Retail and tech earnings kick off December
Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3....
Black Friday: Big Crowds, Bigger Stakes
Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns...
Consumers ramp up holiday spending
Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 22...
HP downsizes to power up
HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients....
Warner Bros. asks for sweetener bids
Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)
Show...
Nvidia’s chip reign challenged
Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire...
AI trade battles back
The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal f...
Ubisoft cracks next level with Tencent
Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health...
Will Burry or BABA invigorate a short week?
Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)
Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge
Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakn...
Brewing U.S. relief with Brazil beans
Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corpor...
Nvidia battles the bears
Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart ben...
Delayed jobs numbers drop today
Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) fil...
Xiaomi EVs power into profit
Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) target...
Cloudflare outage hamstrings internet
Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bu...
Bitcoin slides below $90K
Bitcoin (BTC-USD) briefly slides below $90K for the first time in seven months. (00:23) Amazon (AMZN) raises $15B in first U.S. bond sale since 2022....
Jeff Bezos creating AI startup
Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to t...
Who leads Apple next?
Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bess...
Nvidia: 'nuff said
Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)