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

UnitedHealth jumps as funds boost stakes

August 15, 2025 • 5 mins

Berkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Friday: AMAT, UNH, and more
Applied Materials signals Q4 revenu...

Mark as Played

Wholesale inflation soars

August 14, 2025 • 7 mins

The July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)

Show Notes
Ethereum to $15,000 by year end?

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.

Mark as Played

Bullish soars 84% on debut

August 14, 2025 • 6 mins

Bullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: COHR, RRGB, and more
Foxconn sees AI server demand growing after Q2 profit soars
Two...

Mark as Played

CAVA slides on sales miss

August 13, 2025 • 6 mins

CAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Wednesday: CRWV, INTA, and more
Judge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’
Taiwan Semiconducto...

Mark as Played

CPI arrives in line as core inflation trends up

August 12, 2025 • 5 mins

The consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)

Show Notes
Citi boosts its S&P target

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.

Mark as Played

Trump picks EJ Antoni for BLS top job

August 12, 2025 • 6 mins

Trump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: Pot stocks, BBAI, and more
China urges firms not to use Nvidia's H20 chips, Bloomberg reports
Trump signals openness to N...

Mark as Played

Audiences return to theaters

August 11, 2025 • 4 mins

AMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)

Show Notes
The best sectors for tactical investors

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 seek...

Mark as Played

U.S. companies absorb tariff hit

August 11, 2025 • 5 mins

U.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers today: Crypto stocks, AI, and more
Apple’s Siri delay is said to mask bigger AI ambitions behind the scenes
Trump adm...

Mark as Played

Inflation expected to tick up

August 10, 2025 • 5 mins

The July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)

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, subscribe to Seeking Alpha Premium at see...

Mark as Played

Trump nominates adviser Miran to Fed

August 8, 2025 • 6 mins

Steve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32)

Show Notes
The Trade Desk shares get hammered
Intel CEO reaffirms commitment to the company

Episode transcripts: seekingalpha.com/wsb
Sign up for our daily newsletter here and for full acces...

Mark as Played

Eli Lilly shares hammered

August 7, 2025 • 5 mins

Data for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)

Show Notes
Warner Bros. Discovery mixed results

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 see...

Mark as Played

Tariff win sends TSMC higher

August 7, 2025 • 5 mins

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes operations after technical glitch. (02:15)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Thursday: ABNB, DKNG, and more
The Week After: How has MSFT performed since FQ4 earnings?
AppLovin outlines 20–30% annua...

Mark as Played

Golden Arches comeback

August 6, 2025 • 5 mins

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)

Show Notes
The competition for ‘dip alpha’ is heating up

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.

Mark as Played

Novo Nordisk trims outlook on rising rivalry

August 6, 2025 • 6 mins

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Wednesday: AMD, ANET, SMCI, and more
Super Micro sinks as Q4 results, Q1 outlook falls short
Nvidia reiterates its AI chips don't have backdoors or kill switches,...

Mark as Played

Trump eyes pharma tariffs at 250%

August 5, 2025 • 5 mins

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)

Show Notes
Don’t jump out of the saddle when stocks slide

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 Al...

Mark as Played

AI powers Palantir’s 48% revenue jump

August 5, 2025 • 5 mins

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Tuesday: PLTR, HIMS, and more
Taiwan Semi starts legal actions against potential trade secret violators - report
Berkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in ...

Mark as Played

Tesla awards Elon 96 million shares

August 4, 2025 • 4 mins

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)

Show Notes
Tyson Foods rallies after higher beef prices power a beat-and-raise quarter

Episode transcripts seekingalpha.com/wsb. Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, divide...

Mark as Played

Boeing defense workers walk off the job

August 4, 2025 • 5 mins

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)

Episode transcripts seekingalpha.com/wsb.

Show links:
Biggest stock movers Monday: BLDE, COMM, and more
Amphenol set to acquire CommScope unit in $10.5B deal - ...

Mark as Played

Wall Street's big data headache

August 3, 2025 • 5 mins

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)

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, subscribe to Seeking Alpha Premi...

Mark as Played

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

August 1, 2025 • 15 mins

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most interesting (13:10).

Show Notes:
Wall Street slumps to a negative close as trade jitters counter earnings euphoria
UnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps down
Microsoft outlines double-digit revenue and operating incom...

Mark as Played

Popular Podcasts

New Heights with Jason & Travis Kelce

Football’s funniest family duo — Jason Kelce of the Philadelphia Eagles and Travis Kelce of the Kansas City Chiefs — team up to provide next-level access to life in the league as it unfolds. The two brothers and Super Bowl champions drop weekly insights about the weekly slate of games and share their INSIDE perspectives on trending NFL news and sports headlines. They also endlessly rag on each other as brothers do, chat the latest in pop culture and welcome some very popular and well-known friends to chat with them. Check out new episodes every Wednesday. Follow New Heights on the Wondery App, YouTube or wherever you get your podcasts. You can listen to new episodes early and ad-free, and get exclusive content on Wondery+. Join Wondery+ in the Wondery App, Apple Podcasts or Spotify. And join our new membership for a unique fan experience by going to the New Heights YouTube channel now!

Dateline NBC

Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com

On Purpose with Jay Shetty

I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!

The Breakfast Club

The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!

The Bobby Bones Show

Listen to 'The Bobby Bones Show' by downloading the daily full replay.

Advertise With Us

Wall Street Breakfast

Episodes

.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}UnitedHealth jumps as funds boost stakes

.css-r6mb8g{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:1;overflow:hidden;}Wholesale inflation soars

Bullish soars 84% on debut

CAVA slides on sales miss

CPI arrives in line as core inflation trends up

Trump picks EJ Antoni for BLS top job

Audiences return to theaters

U.S. companies absorb tariff hit

Inflation expected to tick up

Trump nominates adviser Miran to Fed

Eli Lilly shares hammered

Tariff win sends TSMC higher

Golden Arches comeback

Novo Nordisk trims outlook on rising rivalry

Trump eyes pharma tariffs at 250%

AI powers Palantir’s 48% revenue jump

Tesla awards Elon 96 million shares

Boeing defense workers walk off the job

Wall Street's big data headache

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

Popular Podcasts

UnitedHealth jumps as funds boost stakes

Wholesale inflation soars