Wall Street Breakfast
ఛానెల్ వివరాలు
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
ఇటీవలి ఎపిసోడ్లు
1455 ఎపిసోడ్లు
Wall Street Roundup: carving up the AI trade
Dark situationship with Iran (0:25) SK Hynix preparing IPO (1:20) Micron drops (3:25) Pepsi and Delta earnings (5:20) Financials in focus (7:00)
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SK Hynix lands record U.S. debut
Chipmaker completes largest foreign U.S. share sale. (0:16) PepsiCo flags gas price squeeze. (1:20) Global oil demand seen down for ‘26. (1:58)
Levi's frayed forecast
Levi beat on revenue and profit. (00:13) Shares fell anyway. Monster sets the date for a 2-for-1 split. (01:33) Burry bets on betting. (02:05)
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Oil futures surge on strikes
U.S. strikes Iran, oil (CL1:COM) responds. (00:14) Oklahoma targets Allstate's (ALL) claims practices. (01:27) Streaming's biggest players are chasing...
We are in a bubble
Analyst Clem Chambers explains why current markets are in the early stages of a bubble, with significant upside potential but inevitable volatility an...
Walmart turns up discounts
Walmart (WMT) cuts prices. (00:14) States want $1.4 trillion from Meta (META). (01:05) Samsung (SSNLF) delivered, investors sold anyway. (02:08)
Wall Street’s bulls, few bears
Wall Street's bulls are dreaming big. (00:15) Bitcoin (BTC-USD) tops $63K. (01:48) Tesla's (TSLA) robotaxis land in Miami. (02:36)
Episo...
Big catalyst week for SpaceX
SpaceX exits quiet period and enters Nasdaq 100. (0:17) PepsiCo headlines light earnings calendar. (1:16) ‘Ghost ticketing’ investigation. (2:23)
June job growth falters
Payrolls weak but unemployment rate dips. (0:15) Memory-chip stocks sink again. (1:20) 7-Eleven sues Nike. (2:02)
Show Notes
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EU locks in Google fine
Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearl...
Meta eyes AI cloud business
Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54)
Show Notes<...
Peak power problems
Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)
Episode transcr...
Buffett delays Gates Foundation gift
Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split....
iPhone 18 secrets surface
Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for t...
Comcast to split with NBC spinoff
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33)
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South Korea chips in big
South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda...
Jobs report headlines holiday week
June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran...
Wall Street Roundup: What isn't priced in?
Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)
Episo...
Will tech stocks rebound?
Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20)
Episode tr...
Nordstrom, FAO Schwarz team up on toys
Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest...
Memory lane runs higher
Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)<...
Wendy's, Jack in the Box get meme stock love
Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq list...
Alphabet joins the Dow
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51) ...
Chip stocks face AI selloff
Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV a...
AI trade hits a speed bump
Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26)
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U.S. authorizes Iranian oil sales
Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)
Negotiations in doubt
Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropi...
Toy Story 5 targets blockbuster debut
Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join Open...
Futures find peace
Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India gro...
Stocks sink after meeting Warsh the hawk
Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)
Sh...
Netflix dims lion hopes
Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)
Episode transcripts s...
Yum! boxes up Pizza Hut to go
Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50)
Show Notes GDP in gold term...
Qualcomm builds an AI wardrobe
Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)
Episode transcr...
Fox buys Roku in $22B deal
Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49)
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U.S.-Iran peace deal agreed
Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01)
Show Notes
Fed week's hawkish test
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)
Show Notes
Wor...
Wall Street Roundup: Trillion dollar baby
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)
Episode transcripts: seek...
SpaceX enters public orbit
SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57)
Episode transcripts:...
No reward for Oracle's beat
Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on...
CPI eases rate fears
May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight servic...