Wall Street Breakfast

Seeking Alpha

3,4 (7)
ZAKELIJK NIEUWS
MAANDELIJKS BIJGEWERKT

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

14 UUR GELEDEN

Earnings season begins as Trump threatens Hormuz blockade

Big banks and tech names kick off earnings season this week. (0:17) Trump orders U.S. to block Strait of Hormuz shipping traffic. (1:13) Fed Beige Book and speakers guide rate outlook this week. (2:00) Show Notes 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.
2 DGN GELEDEN

Wall Street Roundup: risk on/risk off

Ceasefire headlines; relief rally in chip and AI stocks (0:30) Oil down; stock slide context (1:30) Data murky, but not panic inducing (3:30) Palantir and Intuit drop (9:17) Show links: U.S. stocks are mixed as core CPI comes in slightly softer, Middle East tensions continue Palantir declines, but Wedbush downplays any threat by Anthropic Investing Experts 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.

17 min.
2 DGN GELEDEN

AI alarm hits Wall Street

Bessent, Powell call urgent meeting with bank CEOs about Anthropic model risks. (00:13) Meta (META) pulls down law firm ads seeking clients over Facebook, Instagram addiction. (02:01) U.S. Postal Service seeks stamp price increase to 82 cents as costs rise. (02:43) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: SLP, TGLS, and more China AI firm reveals $92M of banned Nvidia chip servers: report Starmer “fed up” with volatile energy prices due to Putin, Trump Russia, Ukraine agree to ceasefire for Orthodox Easter 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 DGN GELEDEN

STAAR prelims signal upside

STAAR Surgical (STAA) announces preliminary net sales for first quarter 2026. (00:14) Disney (DIS) plans 1,000 job cuts in marketing overhaul under new CEO Josh D’Amaro. (01:15) Cheap semaglutide copies in India challenge Novo Nordisk, cut Eli Lilly’s lead: report. (02:07) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: APLD, STAA, and more OpenAI plans retail IPO share allocation, CFO says Bessent flags urgency on crypto bill amid regulatory gaps Meta’s Muse Spark trails OpenAI, Google, Anthropic in early benchmarks: report 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.
4 DGN GELEDEN

Markets pop on peace hopes

Stock index futures jump as Trump suspends Iran attack for two weeks. (00:13) GoPro (GPRO) cutting workforce by 23% as part of restructuring. (01:19) Massive fire at Kimberly-Clark (KMB) California warehouse weighs on shares. (2:09) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: LEVI, SHEL, and more Iran, Oman to charge fees for Hormuz transit during ceasefire - report Shipowners eye escape for 800 vessels as Hormuz reopening looms More departures at The Trade Desk as three execs depart -- report 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.
5 DGN GELEDEN

Quantum computer fever cooling

Mizuho cuts targets on quantum stocks but keeps strong upside outlook. (0:15) Broadcom gains after long-term AI chip deal with Google. (1:17) Durable goods orders fall on weak aircraft demand. (1:40) Show Notes Delta hikes baggage fees Benchmark’s Best Ideas List 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.
5 DGN GELEDEN

Insurers pop on Medicare rate hike

Insurance stocks jump on Medicare Advantage rate boost: Humana (HUM), UnitedHealth (UNH), lead gains. (00:14) SpaceX (SPACE) details IPO schedule; retail demand expected to break records - report. (01:00) Amazon (AMZN) reduces its reliance on USPS as expected. (02:33) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: HUM, UNH, and more Anthropic targets $30B revenue, signs TPU deal with Google and Broadcom The stock market has trigged its first ‘proper buy signal’ since Liberation Day – HSBC’s Kettner Goldman warns copper faces downside risk if Hormuz disruption persists 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.
6 DGN GELEDEN

Disney's new chapter in Paris begins

Major Disney Paris expansion with Frozen centerpiece unveiled. (0:15) BlackRock files for Nasdaq 100 ETF challenging QQQ. (1:14) JPMorgan CEO Jamie Dimon warns of risks in private credit markets. (1:48) Show Notes Credit default swap volumes hit record 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.

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Julie Morgan

Host

3,4

van 5

7 beoordelingen

Content is good, voice is terrible

27 mrt

RSM88

Too early to bring AI to read a script with such weird inflections and it totally does not sound natural. A pity because the content is good…
AI voice

11-08-2025

R a d i x

Terrible listening experience due AI voice

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