Wall Street Breakfast

Seeking Alpha

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

VOR 1 STD.

Walmart headlines holiday earnings week

Walmart features in a holiday-shortened week with 57 S&P 500 reports. (0:17) Economists expect Q4 GDP growth near 2.8%. (1:10) Supreme Court could rule soon on Trump tariffs. (1:37) Show Notes Goldman’s AI pair trades 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 seekingalpha.com/subscriptions.

3 Min.
VOR 2 TAGEN

Wall Street Roundup: economic data, earnings updates

Jobs data and other macro factors (0:25) Economic picture holding steady (3:00) AI expansions, tech earnings (5:25) Fed update, Walmart valuation, earnings coming (10:30) Episode transcripts: seekingalpha.com/wsb Show links: Tech Tug Of War: Fear Vs. Greed Initial jobless claims were slightly higher than expected in past week Widening gap between CPI and PPI is what truly matters for the stock market – strategist 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.

14 Min.
VOR 2 TAGEN

Buy now, pay later: A split decision

Buy Now, Pay Later (BNPL) services like Affirm (AFRM) and Klarna (KLAR) are becoming a go-to option at checkout, allowing shoppers to split purchases into smaller, often interest-free payments. Federal Reserve data shows younger users are more likely to use BNPL—and more likely to miss a payment. From an investment standpoint, analysts remain divided between Affirm and Klarna, while experts warn the convenience of BNPL can come with budgeting risks. Episode transcripts seekingalpha.com/wsb. Show links: Affirm signals 30% GMV growth in Q3 2026 while advancing card and international expansion Affirm: Groceries On Credit? The Shift In BNPL And The Credit Market Affirm: Merchant Concentration And U.K. Challenges Point To 30% Downside Klarna Group plc (KLAR) Q3 2025 Earnings Call Transcript Klarna Proves Itself A BNPL/Neobank Disruptor - Initiate Buy With Caveats 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.

9 Min.
VOR 3 TAGEN

Gallup ends presidential approval tracking

The pollster cites priorities, but others see different reasons for the switch. (0:15) Cisco and AppLovin fall despite solid earnings reports. (0:56) Existing home sales plunge 8.4% in January. (1:38) Show Notes The big stealth rally that few noticed 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.

3 Min.
VOR 3 TAGEN

McDonald’s arching toward 50K

McDonald's (MCD) says it is winning on value again as it accelerates the pace of restaurant openings. (00:14) Apple (AAPL) iPhone stands out: only smartphone to grow in China sales this January- Counterpoint. (01:25) Southwest Airlines' (LUV) fleet to be equipped with Starlink internet. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: CSCO, FSLY, QS, and more House votes to end Canada tariffs as six Republicans defy Trump Cisco projects over $5B in AI orders for FY26 amid accelerated demand and product innovation AppLovin outlines 5%–7% Q1 sequential revenue growth as AI drives platform expansion 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.

5 Min.
VOR 4 TAGEN

Jobs beat shifts Fed cut timeline

January payrolls double forecasts, push Fed cut odds to July. (0:15) Kraft Heinz re-thinks separation plan. (1:43) Unity plunges on weak outlook. (2:13) Show Notes Key levels frothy assets have to keep 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.

4 Min.
VOR 4 TAGEN

Amazon adds BETA to cart

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sues Walmart (WMT) for selling counterfeits. (01:52) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: HOOD, NET, and more OpenAI, Samsung, SK Telecom to start setting up data centers in Korea in March: report Activist investor Ancora set to oppose Warner Bros.' deal with Netflix - report Musk’s xAI loses second co-founder in two days as Jimmy Ba departs 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.

6 Min.
VOR 5 TAGEN

Flat retail sales highlight K-shaped economy

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56) Show Notes Goldman Sachs Panic Index near ‘max fear’ 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.

3 Min.

Alle anzeigen (1.000)

Julie Morgan

Moderation

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb