1,000 episodes

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

Wall Street Breakfast Seeking Alpha

    • News

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

    Stocks jump on cool inflation, steady Fed

    Stocks jump on cool inflation, steady Fed

    Fed holds rates, now sees just one rate cut in 2024. (2:11) May CPI comes in cooler than expected. (3:26) Nasdaq, S&P rally to new record highs as yields sink. (0:54) 

    Show Notes
    Seeking Alpha community still favors first Fed cut in September
    Oracle has best day in years as Wall Street heaps hype on strong bookings, guidance
    Global oil markets set for major surplus this decade, IEA says

    Episode transcripts seekingalpha.com/wsb

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    • 8 min
    Paramount merger talks with Skydance called off

    Paramount merger talks with Skydance called off

    Paramount Global (PARA) sinks amid reports Shari Redstone ended talks with Skydance. (00:24)  Musk drops lawsuit against OpenAI: report. (01:31)  U.S. to widen sanctions on chip sales to Russia, targeting resellers in China - report. (02:16)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: ORCL, RTO, and more
    No hot dog for you! Joey Chestnut banned from Nathan's iconic contest
    Takeaways from Baird’s Global Consumer, Technology & Services Conference within Restaurants
    Stocks with quality growth stories within Apparel, footwear and fitness - Baird
    Changing energy market demands holistic view: Seeking Alpha Investing Summit Preview

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    • 6 min
    Musk threatens Apple ban

    Musk threatens Apple ban

    Elon Musk calls Apple's AI plans a security violation. (0:16) Strategist warns hot CPI could tank risk assets. (1:46) Ford named top auto sector pick. (3:08)

    Show Notes
    Tesla topped Chevron as most shorted large-cap stock in May
    Supreme Court seeks Biden administration views on Honolulu climate lawsuit
    General Motors approves new $6B share repurchase program

    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.

    • 5 min
    Apple Intelligence

    Apple Intelligence

    Apple (AAPL) unveils new Apple Intelligence, iOS, tvOS at WWDC. (00:24) CVS generics recalled two times more than Walgreens (WBA) generics: report. (02:09) DXC Technology jumps on report of joint bid from Apollo (APO), Kyndryl (KD). (03:16)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers: DXC, YEXT, and more
    Is Nvidia primed for Dow inclusion after 10-for-1 stock split?
    The stock market could see a shock after Wednesday’s inflation and Fed decision - analyst
    Tesla fails to convince judge to throw out self-driving complaint; Musk issues Apple ban

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    • 6 min
    AI chip jitters?

    AI chip jitters?

    AMD downgraded on limited AI revision potential. (0:15) Goldman still sees two rate cuts, starting September. (2:23) DraftKings named a top pick. (3:00)

    Show Notes
    Stocks with the highest and lowest liquidity - Goldman Sachs
    Megacaps tend to get more retail juice post-stock splits - Goldman

    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.

    • 6 min
    Five Japanese automakers accused of falsifying safety data

    Five Japanese automakers accused of falsifying safety data

    Japan auto scandal: False test data reminiscent of Dieselgate. (00:26) Tesla (TSLA) won't launch Model Y 'refresh' this year, Musk says. (01:59)  Activist Elliott takes nearly $2B stake in Southwest Airlines (LUV) - WSJ. (03:06)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers today: LUV, DO, KKR, and more
    Adobe seeks to clarify new AI terms after users protest
    Why the 'Space' economy is among UBS' 5 favorite longer-term investment themes right now
    Schwab Trading Activity Index rises slightly in May

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    • 6 min

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