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

-6 H

REITs, interest rates and why retail isn't dead

Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead. Show Notes Fed's Hawkish Cut Hits Stocks Hard REITs: Very Bond-Like 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
-1 J

Stagflation ahead?

Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05). Show Notes Fed's Hawkish Cut Hits Stocks Hard Adobe tumbles after outlook disappoints Wall Street Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley 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.

15 min
-1 J

Turmoil hits Capitol Hill; Trump threatens tariffs

Turmoil hits Capitol Hill and stock futures tumble (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00) Show Notes EU approves Nvidia's acquisition of Run:ai Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks Trump threatens EU with tariffs unless it buys more U.S. oil, gas 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.

8 min
-2 J

El Salvador bitcoin Utopia hits IMF snag

Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12) Show Notes UBS' 25 highest conviction U.S.stocks FDA issues unfavorable compounded GLP-1 decision 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.

7 min
-2 J

Stock futures stabilize after sharp selloff

U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45). Episode transcripts: seekingalpha.com/wsb Show links: Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results Biggest stock movers Thursday: MU, MESO, and more Stock index futures rise a day after Fed-fueled selloff 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 J

Fed cuts rates, but Powell plays the Grinch

Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48) Show Notes 25 top picks for 2025 Merck enters obesity drug race in pact with Chinese pharma Hansoh Find out more about Seeking Alpha's Virtual Analyst Reports here.

7 min
-3 J

Merger buzz powers Nissan, Honda

Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: COMM, HEI, and more Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report Boeing gets back to 767, 777 wide-body production - report Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more 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
-4 J

Is the quantum trade eclipsing the AI trade?

Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55) Show Notes Stocks for a tax-loss selling bounce Waymo picks Tokyo for international robotaxi testing 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.

7 min

Tout afficher (1 k)

4

sur 5

922 notes

Informative

25/11/2023

vvhhhvrhhuyd

The morning show is a must for me.
So useful!

3 sept.

Lachlanh02

Great show, fast and always the most important, up to date information. Can’t recommend enough
Straight up leftist propaganda

13 avr.

realitystrikesback

Sad. Truly sad and disgraceful. One sided reporting continues misInformation. Shame on you.
Replace J

25 janv.

ChristianPaul29

Would be 4 stars if they replaced Julie with Rena. Julie is so cringe at times it makes me not want to listen to this podcast, which is a shame because it gives a pretty good summary of relevant information for recent market activity. Please find a new daily host.

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