Wall Street Breakfast

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

Episodes

September 12, 2025 6 mins
Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hypertension detection to roll out next week after FDA nod- report. (02:56) 

Episode transcripts seekingalpha.com/wsb.

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Investment News Quiz - Friday, Sept. 12
Biggest stock movers Friday: ADBE, SMCI, and more
United CEO sees Spirit Air...
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Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)

Show Notes
What did an AI-simulated Fed meeting reveal?
Apple downgraded on AI doubts

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September 11, 2025 5 mins
Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid robot with medical and culinary skills. (02:55)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: OPEN, RNA, and more
Carrier warns of 40% residential HVAC drop, highlights data center growth
Texas Instrume...
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September 10, 2025 5 mins
Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)

Show Notes
Chewy tumbles on profit drop
Wells Fargo sees S&P 7,200

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September 10, 2025 5 mins
Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed Governor Lisa Cook can stay -- for now. (02:36) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: ORCL, SNPS, and more
Novo Nordisk to cut 9,000 jobs in $1.25 billion overhaul, trims 2025 profit outloo...
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The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)

Show Notes
Goldman’s top investment opportunities for Q4

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September 9, 2025 5 mins
Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG) debut draws 17.3M viewers but rivals cry foul on ratings data. (01:47) 

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: WOLF, PL, and more
BYD sees car brand wipeout in China as manufacturers go overse...
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September 8, 2025 4 mins
Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)

Show Notes
The non-tech sectors talking AI

Episode transcripts seekingalpha.com/wsb

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September 8, 2025 5 mins
Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: RAPP, HOUR, IDYA, NFE and more
Amazon to end long-runn...
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September 7, 2025 5 mins
The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)

Show Notes
Wedbush’s top AI trades through the end of the year
Earnings Calendar
Dividend Roundup

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Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)

Take our Investment News Quiz!

Show Notes
Wall Street's major averages slide after briefly tagging record highs as payrolls data lands
Broadcom surges after Q3 results, new customer announcement makes analysts bullish

Episode transcripts: seekingalpha.com/wsb

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September 5, 2025 5 mins
Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: report. (02:47)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: LULU, AVGO, DOCU, and more
Anthropic expands AI access restrictions to China-controlled firms over security concerns
Trump to impose tariffs on...
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Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) 

Show Notes
Salesforce slumps post-earnings
RFK Jr. reportedly replacing more vaccine panel members

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September 4, 2025 6 mins
NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another record high. (02:51)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: CRM, AI, FIG, and more
Tesla robotaxi app now open to public riders
Salesforce slides despite solid Q2 results as Q3 outlook appears mi...
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September 3, 2025 5 mins
Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)

Show Notes
Chick-Fil-A goes global

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September 3, 2025 5 mins
Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agents have replaced 4,000 customer support roles. (02:14)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: GOOG, AAPL, SKLZ, and more
U.S. holiday spending likely to see sharpest decline since pandemic - P...
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September 2, 2025 4 mins
Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)

Show Notes
The most overbought global stock markets  

Episode 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 Seeking Alpha Premium at seekingalpha.com/subscriptions.
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Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrities, including Taylor Swift, without consent: report. (02:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: FTNT, ULCC, and more
Trump says India offered to cut tariffs to zero, slams purchase of Russ...
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The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tariffs illegal. (3:23)

Show Notes 
Earnings Calendar

Episode 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 Seeking Alpha Prem...
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Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).

Show Notes
Nvidia signals $45B Q2 revenue outlook while navigating China export controls, AI infrastructure surge
MongoDB raises revenue guidance amid accelerating Atlas growth, increased margin outlook
More Volatility Ahead In This AI Bull Market

Episode transcripts: seekingalpha.com/...
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