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
July 24, 2025 • 5 mins
Claims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)
Show Notes
Would replacing Powell at Fed really save on debt?
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Show Notes
Would replacing Powell at Fed really save on debt?
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 se...
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July 24, 2025 • 5 mins
Tesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSLA, IBM, and more
Key takea...
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Biggest stock movers Thursday: TSLA, IBM, and more
Key takea...
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July 23, 2025 • 4 mins
A new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)
Show Notes
Who is paying the tariffs so far?
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Show Notes
Who is paying the tariffs so far?
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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July 23, 2025 • 6 mins
Detroit Three automakers criticize U.S.-Japan trade deal over uneven tariffs. (00:24) Cocoa prices drive another price hike at Hershey (HSY). (01:59) Clorox (CLX) sues Cognizant (CTSH) for 2023 cyberattack, citing lax security. (02:46)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to poss...
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: TXN, ENPH, and more
Trump's 'AI Action Plan' for potential global dominance due today
SpaceX alerts investors to poss...
Mark as Played
July 22, 2025 • 6 mins
Philip Morris reports surprise cigarette strength. (0:15) Should Powell quit the Fed to save it? (1:25) Kohl’s surges on suspected short squeeze. (3:20)
Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics
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Show Notes
Why high-beta stocks are threatening the broader market
Two AI models claim victory in math Olympics
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July 22, 2025 • 4 mins
SentinelOne (S) surges amid speculation Palo Alto Networks (PANW) may be in deal talks. (00:27) Indonesia plans $8 billion refinery contract with U.S. firm KBR after tariff cut to 19% - report. (01:12) Tesla’s (TSLA) retro-futuristic diner opens in Los Angeles as Musk eyes more locations. (01:54)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contr...
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Biggest stock movers Tuesday: MEDP, NXPI, and more
FuriosaAI secures first major contr...
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July 21, 2025 • 4 mins
Schwab adds more than 1,100 securities to overnight trading platform. (0:15) Verizon boosts guidance. (1:14) Sarepta struggles as it defies FDA. (2:00)
Show Notes
Figma looks to raise $330 million in IPO
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Show Notes
Figma looks to raise $330 million in IPO
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July 21, 2025 • 5 mins
Microsoft (MSFT) server software hit by widespread cyberattack. (00:22) London Stock Exchange (LDNXF) considers 24-hour trading to meet retail demand: FT. (01:52) Alaska Airlines resumes operations after tech outage. (02:46)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta infl...
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: XYZ, and more
Ryanair says tariff costs are Boeing’s burden, warns of delivery pause amid earnings outlook
China's Zeekr, Neta infl...
Mark as Played
July 20, 2025 • 6 mins
Tesla expected to post double-digit declines in earnings, sales (1:48) Fed chief Powell speech in focus as central bank independence worries grow. (3:23) Top tail risks and most crowded trades, according got money managers. (5:37)
Show Notes
Earnings Calendar
Dividend Roundup
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Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subs...
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July 18, 2025 • 10 mins
Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15).
Show links:
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson &a...
Show links:
New crypto laws will make US ‘Crypto capital of the world’
Joby Aviation set to double production at California facility
Johnson &a...
Mark as Played
July 18, 2025 • 5 mins
Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relie...
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Biggest stock movers Friday: NFLX, NSC, and more
Trump grants two-year regulatory relie...
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July 17, 2025 • 9 mins
Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00).
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts: seekingalpha.co...
Show links:
Wall Steet moves higher after the latest retail sales report and further earnings data
Biggest stock movers Thursday: TSM, UAL
Netflix Is Still King
Episode transcripts: seekingalpha.co...
Mark as Played
July 17, 2025 • 5 mins
Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
...
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: TSM, UAL, and more
Is Mexican Coke coming to America?
AI bubble bigger than dot-com? Apollo economist sounds the alarm
...
Mark as Played
July 16, 2025 • 6 mins
Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23)
Show Notes
‘Red flare’ on housing market
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Show Notes
‘Red flare’ on housing market
Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, s...
Mark as Played
July 16, 2025 • 4 mins
MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘wor...
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Wednesday: ASML, GPN, and more
Nvidia CEO calls Chinese AI models ‘wor...
Mark as Played
July 15, 2025 • 5 mins
Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52)
Show Notes
Stocks most and least likely to beat on earnings
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 s...
Show Notes
Stocks most and least likely to beat on earnings
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 s...
Mark as Played
July 15, 2025 • 5 mins
Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53)
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief ec...
Episode transcripts seekingalpha.com/wsb.
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Biggest stock movers Tuesday: NVDA, TTD, and more
TikTok trying to propose Canada security solution amid looming order to shut operations
Moody's chief ec...
Mark as Played
July 14, 2025 • 4 mins
Electric vehicles will be particularly hurt by the higher price of parts using copper. (0:15) Autodesk jumps on report of no PTC deal. (1:36) Powell calls for internal review of Fed building revamp. (2:33)
Show Notes
Goldman’s out-of-consensus picks
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Show Notes
Goldman’s out-of-consensus picks
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 ...
Mark as Played
July 14, 2025 • 4 mins
Musk says he doesn’t support merger between Tesla (TSLA) and xAI. (00:24) China clears Synopsys’ $35B Ansys takeover. (01:21) 'Superman' leaps to $122M to lead weekend box-office haul. (01:55)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity gro...
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Crypto stocks, and more
Oracle CEO Safra Catz leads insider selling with $2.5B in stock sales
Bitcoin soars past $120K for the first time
'Robust' cybersecurity gro...
Mark as Played
July 13, 2025 • 5 mins
Big banks and Netflix to report as Q2 reporting heats up. (0:14) June CPI seen rising. (1:50) Amazon sees biggest Prime Day ever in extended event. (2:59)
Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks
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/su...
Show Notes
Earnings Calendar
Dividend Roundup
UBS top and bottom picks
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/su...
Mark as Played
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