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

قبل ١٣ ساعة

Microsoft in pole position for Agentic AI

Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40) Show Notes Stocks look halfway done with pullback as bull market resets Robinhood named best idea for 2025 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.

٦ من الدقائق
قبل ٢٢ ساعة

Pay to Stay: Starbucks refreshes store rules

Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: KBH, CHGG, and more Not just X! Elon Musk said to be the running for TikTok U.S. MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin D-Wave inks share sale agreement worth up to $150M, quantum stocks dip 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.

٦ من الدقائق
قبل يوم واحد

Retail stocks punished after holiday updates

As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51) Show Notes Strong chance the Fed hikes this year (if you can't get a reservation) Moderna slides after slashing sales outlook for 2025 Find out more about Seeking Alpha's Virtual Analyst Reports here.

٧ من الدقائق
قبل يوم واحد

Canada ready to counter Trump tariffs

Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: ITCI, and SAGE Apple plans iPhone revamp, push into smart home, catching up with AI: report Amid a global selloff, the right move might be to buy more bonds TikTok ban: Supreme Court skeptical of free speech arguments 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.

٦ من الدقائق
قبل يومين

Big banks kick off earnings season

JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27) Show Notes Zuckerberg slams Apple The most overbought and oversold stock markets 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.

٦ من الدقائق
قبل ٤ أيام

Intertwined markets and upcoming earnings

Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25). Episode transcripts: seekingalpha.com/wsb Show links: Consumer sentiment slips in January as inflation expectations jump Jobs data in charts: December payroll growth hits highest level since March Bitcoin selloff deepens, wiping out early 2025 advance 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.

١٤ من الدقائق
قبل ٤ أيام

Wildfire costs blaze toward historic highs

AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: MVST, RKLB, and more Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump Block to change ticker symbol to 'XYZ' 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.

٦ من الدقائق
قبل ٦ أيام

Nvidia pulls the rug out from under quantum stocks

NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51) Show Notes Top stocks in software as Wolfe sees it as an area of M&A opportunities AMD slides as HSBC downgrades on Nvidia worries Find out more about Seeking Alpha's Virtual Analyst Reports here.

٦ من الدقائق

مشاهدة الكل (١ ألف)

Julie Morgan

مضيف(ة)

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من ٥

‫٩٢٥ من التقييمات‬

Informative

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vvhhhvrhhuyd

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

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Lachlanh02

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

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realitystrikesback

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

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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