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

HACE 17 H

Holidays getting a retail therapy boost

Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02) Show Notes The fastest drive-thrus around BTIG’s top retailer picks 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
HACE 1 DÍA

GIC sues Nio over inflated revenue

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the fast-food restaurant chains. (02:07) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: HPE, UAL, NIO, and more Earnings Snapshot: TSMC tops Q3 estimates; issues upbeat Q4 guidance above expectations Morgan Stanley share buybacks might continue at 'slightly higher cadence,' CEO says Apple's first moving product could take the spotlight off Tesla's robot dreams 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
HACE 1 DÍA

Amazon swapping humans for AI

Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09) Show Notes Driverless cabs coming to London 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
HACE 1 DÍA

Stellantis bets on U.S. production

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘semi-rational’ to own gold. (02:55) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: VERI, PZZA, and more Luxury names surge after 13% pop in LVMH stock price Intel to launch new AI chip next year - report Nscale plans massive Texas AI data center for Microsoft in expanded deal for 200,000 Nvidia chips 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
HACE 2 DÍAS

Banks beat the Street

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14) Show Notes HSBC’s 10 stock picks going into earnings season 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
HACE 2 DÍAS

Papa John’s delivers a hot slice

Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to likely exceed $20B in U.S. IPO - report. (01:54) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: NVTS, PII, and more Navitas soars on progress in 800 VDC power devices for Nvidia AI platforms Off-price retailers best positioned to absorb 100% tariff on Chinese imports -- UBS Robinhood to look for M&A opportunities in prediction markets - 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.

6 min
HACE 3 DÍAS

Broadcom gets the OpenAi bump

The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59) Show Notes 30 stocks showing signs of froth Beyond Meat craters 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
HACE 4 DÍAS

Crypto bounces back

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. are being destroyed. (02:52) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: Magnificent Seven, crypto-linked stocks, and more Silver soars to decades-high in historic short squeeze as gold hits record Economists expect stronger economic growth, slower job gains - NABE survey Trump hints export controls on Boeing parts in response to China - 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.

6 min

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Julie Morgan

Presentador(a)

4

de 5

972 calificaciones

❤️ Julie

4 feb

NealBritt

I love this podcast, especially when Julie reports. Love her articulate voice 🫶🏾
Can't stand the narrator

18 ago

Hire new narrator

I love these quick headline podcasts but I cannot listen to this narrator. The way they end every sentence is sUperrr anNOYingggg.
AI narrator is distracting

16 ago

Kcoll_1111

Good rundown of the day’s news, but the host “Julie” is clearly AI and it annoys me enough to have to write a review about it. It’s like listening to my GPS for 10 minutes straight
Great content, bad hosts

8 ago

Hungryboredtired

Kim Kan has to be one of the worst audio speakers out there; he sounds like a high school sophomore with his cracking voice and exaggerated tonal changes. Julie Morgan sounds robotic. It’s a shame because the content is excellent but the voices are a huge distraction and quite annoying. I had to unsubscribe after being a subscriber for more than 1 year.

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