931 episodes

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

Wall Street Breakfast Seeking Alpha

    • Business News
    • 4.7 • 3 Ratings

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

    January 27: Fed's First Meeting Of 2021

    January 27: Fed's First Meeting Of 2021

    Our top stories today: Fed's first meeting of 2021; tech on tap; and 'Gamestonk!!' - Musk joins the retail bros.


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 13 min
    Wall Street Breakfast January 26: A Different Kind Of WSB

    Wall Street Breakfast January 26: A Different Kind Of WSB

    SPAC craze continues into 2021, shakeup at Apollo after Epstein review and economic trends a year out from COVID.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 9 min
    January 25: Earnings Season Kicks Into High Gear

    January 25: Earnings Season Kicks Into High Gear

    Our top stories today: earnings season kicks into high gear, kid vaccine trials underway, where are the driverless cars?
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 12 min
    Huge Earnings Week Highlighted By Apple, Tesla And Microsoft Reports

    Huge Earnings Week Highlighted By Apple, Tesla And Microsoft Reports

    Our weekend preview of upcoming IPOs, earnings reports, conference presentations, investor days, IPO lockup expirations, FDA decisions, Barron's mentions, our single stock focus - AbbVie - and other key events that could impact stocks.

    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 7 min
    January 23, 2021: What Moved Markets This Week

    January 23, 2021: What Moved Markets This Week

    Big Picture
    Stocks started the week strongly before coming up for air on Friday. Concerns over rising coronavirus cases in China coupled with disappointing earnings reports from IBM (NYSE:IBM) and Intel (NASDAQ:INTC) weighed on risk assets early Friday. Major indexes trimmed losses later in today’s trading session and finished green for the week.
    Winners & Losers
    Other than Bernie Sanders memes, many winners are anticipated beneficiaries of the Biden administration’s climate initiatives. Solar companies such as Sunpower (NASDAQ:SPWR), Enphase Energy (NASDAQ:ENPH), and Canadian Solar (NASDAQ:CSIQ) rallied. Polar Power (NASDAQ:POLA) was one of the biggest winners, with its shares gaining 81% this week.
    U.S. automakers Ford (NYSE:F) and General Motors (NYSE:GM) rallied early in the week on their electrical vehicle initiatives before giving up some gains Friday. Home builders performed well, with shares of D.R. Horton (NYSE:DHI) and Pulte Homes (NYSE:PHM) adding double digit percentages.
    Financials and energy names were among the losers. The Financial Select Sector SPDR ETF (NYSEARCA:XLF) is down about 3% with its energy equivalent (NYSEARCA:XLE) dropping 5%. Oil producers ConocoPhillips (NYSE:COP), EOG Resources (NYSE:EOG), National Oilwell Varco (NYSE:NOV) are down double digits. Shares of Haliburton gave up 11% week-over-week.
    Netflix (NASDAQ:NFLX) had a strong week after earnings, rallying by 16% to a new all-time high.
    What Caught Our Eye(s) This Week

    Kim: Airline stocks drop after United pushes out recovery timeline;

    Brad: How stocks did under President Trump and A Biden presidency could make these stocks attractive picks: Kiplinger;

    Stephen: J.C. Parets Joins Alpha Trader (Podcast);

    Nat: Buy Newmark: A Turbocharged Way To Play A CRE Transaction Recovery (exclusive for PRO subscribers).

    About This Podcast
    Alpha TALKS Wall Street Breakfast is a weekly roundtable covering what moved markets this week (WMMTW), featuring a panel of Seeking Alpha editors.
    Hosted by Nathaniel E. Baker, Senior Editor, Strategic Contributors, and featuring:

    Bradley Olesen, VP News;

    Kim Khan, Senior News Editor;

    Stephen Alpher, Managing Editor News, co-host of Seeking Alpha's Alpha Trader podcast.


    AlphaTALKS videos, featuring highlights of this podcast, publish every Friday by close of trading.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 31 min
    January 22: Loon Goes Pop

    January 22: Loon Goes Pop

    Our top stories today: Loon goes pop; legacy tech giants; and why is U.S. vaccine rollout taking longer than expected?


    Learn more about your ad choices. Visit megaphone.fm/adchoices

    • 10 min

Customer Reviews

4.7 out of 5
3 Ratings

3 Ratings

Top Podcasts In Business News

Listeners Also Subscribed To

More by Seeking Alpha