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

15小時前

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 分鐘
21小時前

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 分鐘
1日前

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 分鐘
1日前

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 分鐘
2日前

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 分鐘
2日前

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 分鐘
3日前

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 分鐘
3日前

HIMS loses weight in premarket trade

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premium market with first flagship store. (01:38) Episode transcripts seekingalpha.com/wsb. Show links: The Super Bowl indicator returns as Wall Street’s superstition China urges banks to curb U.S. Treasury exposure - report Elon Musk: SpaceX prioritizes building city on moon over Mars As the dollar goes, so go Trump's approval ratings - BofA 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 分鐘

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Julie Morgan

主持人

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