Wall Street Breakfast

Seeking Alpha

4,0 (1)
NEWS - AFFARI
OGNI GIORNO

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

3 H FA

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
21 H FA

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
1 G FA

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
1 G FA

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
2 GG FA

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
2 GG FA

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
3 GG FA

BP cuts the flow on buybacks

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery deal with 1-800-Flowers in time for Valentine's Day. (02:19) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: ON, CRDO, and more Cisco introduces AI networking chip Amazon said to pitch AI content marketplace to publishers OpenAI confirms ad testing will start today as Anthropic ad resonates with consumers 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
3 GG FA

ChatGPT growth reaccelerates

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26) Show Notes Wedbush adds two names to Ives AI 30 list Super Bowl Indicator Leans Bullish 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

Elenco completo (1000)

Julie Morgan

Presentato da

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