1,000 episodes
Wall Street Breakfast Seeking Alpha
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- News
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
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Inflation data and NIke earnings on the way
A cool core PCE would put the Fed on the spot to cut in September. (0:18) The Mag 7, the Terrible 3 and the Magnificent 1. (2:14) Nike guidance in focus with Adidas snapping at its heels. (3:58)
Show Notes
Stocks with the highest ROIC but not the highest valuation
Apple and Meta have held talks about AI partnership
GLP-1 drugs linked to reduced dementia risk: study
Earnings Calendar
Episode transcripts seekingalpha.com/wsb
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Qualcomm dips following reports of AI laptop struggles
Qualcomm (QCOM) dips following reports of AI laptop struggles; other chip stocks drop. (00:26) Canada said to be eyeing tariffs on Chinese EVs, following lead of U.S. and EU. (01:19) WHO warns on fake versions of Novo Nordisk's (NVO) Ozempic. (02:20)
Episode transcripts seekingalpha.com/wsb.
Show links: Biggest stock movers: ASAN, SWBI, and more
Unprofitable growth stocks with a path to profitability - GS
Top 10 Info Tech stocks according to SA Quant Ratings
SoftBank boss regrets Nvidia stake sale, calling it 'the fish that got away'
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Dell, Super Micro in on xAI supercomputer
Elon Musk says the duo will provide servers for the supercomputer. (0:16) Housing numbers slump. (2:09) UBS spies small-cap outperformance. (5:38)
Show Notes
Seeking Alpha Investing Summit insight
Nvidia ahead in 'big tech race' to $4T as GPUs are tech's 'new gold or oil'
Kroger rallies after topping Q1 estimates, backing full-year profit guidance
Episode transcripts seekingalpha.com/wsb
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Switzerland cuts rates again as Fed holds steady
Policy divergence: Switzerland cuts interest rates for second time this year. (00:21) Former OpenAI chief scientist Ilya Sutskever unveils new AI company. (00:56) Netflix House (NFLX) to open in Pennsylvania, Texas next year. (01:48)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: NVDA, DJT, and more
BlackRock sees no AI bubble and says AI winners will drive market returns for a while
Accenture plans to buy Fibermind - a network services player in Italy
U.S. homebuilder sentiment declines for the second month
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Softer retail sales, rate cuts and tech's top targets
Nasdaq, S&P, Dow drift after retail sales come in softer than expected (0:35). 2 Fed rate cuts in 2024 and 6 in 2025? (1:47). Nvidia driving things; anxiety about 2nd half of the year (2:50). Apple price target raised; tech bull market 'is just starting.' (4:00). Crypto eventually going to be in every portfolio (7:20).
Episode transcripts: seekingalpha.com/wsb
Show links:
Nvidia rises after Rosenblatt sets Street High PT of $200
Invesco sees two rate cuts this year while KPMG sees six in 2025; SA Summit
Apple's price target raised at J.P. Morgan on AI boost to iPhones
Tech bull market to last another 2–3 years
Powell And The Fed Are More Hawkish Than You Think: Expect Economic Weakness Ahead
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Supreme Court refuses to hear Florida sports betting case
U.S. Supreme Court refuses to hear challenge to Florida's online sports betting compact. (00:30) Chegg (CHGG) jumps over 9% after announcing headcount reduction, restructuring. (01:39) McDonald's (MCD) ends drive-thru AI partnership with IBM as it looks for a broad voice ordering solution. (02:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
J.P. Morgan’s top picks within Defensives
Most shorted S&P 500 stocks in May
Biden set to reopen U.S. oil reserves if gasoline prices surge again - FT
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