Wall Street Breakfast

Seeking Alpha

4.0 (957)
BUSINESS NEWS
UPDATED DAILY

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

5H AGO

Wall Street Roundup: Crypto clarity, financial earnings, JNJ and JOBY

Crypto legislation back on track, Bitcoin hitting highs (0:20). Financial earnings holding ground (2:00). JNJ beats expectations, absorbing tariff hits (3:25). Tesla report coming next week; news priced in (4:15). Consumer earnings coming, (5:50). Joby Aviation back on investors' radar (9:15). Show links: New crypto laws will make US ‘Crypto capital of the world’ Joby Aviation set to double production at California facility Johnson & Johnson Q2 2025 Earnings Call Transcript 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.

11 min
10H AGO

Netflix beats, raises, still slips

Netflix (NFLX) lifts 2025 revenue guidance to $45.2B while advancing global ad tech and live content. (00:23) Peacock's (CMCSA) latest price hike makes its ad-supported plan the costliest vs. rival streamers. (01:30) Union Pacific (UNP) exploring deal to buy Norfolk Southern (NSC) - WSJ. (02:35) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: NFLX, NSC, and more Trump grants two-year regulatory relief to coal, chemical, and high-pollution industries Sarepta plunges after third patient death tied to gene therapy - report AI search startup Perplexity valued at $18B after new funding - 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
1D AGO

Interest rate debate

Biggest theme this week: increasing tension between Trump and Powell (0:25). Interesting treasury markets (4:20). Airlines earnings, sector signs (5:10). Netflix reporting; valuation concerns (7:12). Stocks continuing overall melt up (8:00). Show links: Wall Steet moves higher after the latest retail sales report and further earnings data Biggest stock movers Thursday: TSM, UAL Netflix Is Still King 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.

9 min
1D AGO

Circle K owner ends 7-Eleven pursuit

Couche-Tard (ANCTF) pulls $47B takeover bid for 7-11 parent (SVNDY). (00:22) PBS, NPR face funding loss as Senate approves DOGE-backed budget cuts. (01:11) Wix.com (WIX) climbs after Barclays reveals hike on subscription plans. (02:11) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: TSM, UAL, and more Is Mexican Coke coming to America? AI bubble bigger than dot-com? Apollo economist sounds the alarm Taiwan Semi rises after Q2 profit surges 60%, raises 2025 outlook 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
2D AGO

Goldman posts historic stock trading revenue

Equities trading sales of $4.3 billion drive Goldman Sachs’ strong quarter results. (0:15) Markets get whiplash on report Trump close to firing Powell that Trump later denies. (1:16) June PPI comes in soft on services disinflation. (3:23) Show Notes ‘Red flare’ on housing market 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
2D AGO

MP surges on Apple supply agreement

MP Materials (MP) rips to all-time high after $500M deal that ensures Apple (AAPL) supply apart from China. (00:21) XPeng (XPEV) revises hiring plan for 2025 with focus on AI - report. (01:31) Stellantis (STLA) to end hydrogen fuel cell program citing infrastructure gaps, high costs. (02:01) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Wednesday: ASML, GPN, and more Nvidia CEO calls Chinese AI models ‘world class’ Trump eyes drug, chip tariffs by month-end Westinghouse plans to build 10 large nuclear reactors in U.S. interim CEO Sumner says 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
3D AGO

First signs of tariff inflation

Tariff inflation popped up as the yearly CPI rate moved higher. (0:15) Wells Fargo slumps as it trims NII guidance. (2:52) Google inks major hydropower deal for data centers. (3:52) Show Notes Stocks most and least likely to beat on earnings 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.

6 min
3D AGO

Nvidia plans China H20 shipments after U.S. nod

Nvidia (NVDA) to resume H20 chip sales to China after U.S. assures export licenses. (00:25) Trade Desk (TTD) jumps after inclusion in S&P 500 index. (01:21) Tesla (TSLA) Model Y hits Indian market at $69,751 price tag. (01:53) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: NVDA, TTD, and more TikTok trying to propose Canada security solution amid looming order to shut operations Moody's chief economist fires 'red flare' on housing market Stocks most and least likely to beat their earnings expectations – BofA 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

Host

4

out of 5

957 Ratings

❤️ Julie

Feb 4

NealBritt

I love this podcast, especially when Julie reports. Love her articulate voice 🫶🏾
Seems like a bot hosts this

Jun 11

Otherlleft

Julie Morgan is articulate, it utterly mechanical. Who pronounces "ebitda" as a word? Other evidence that Morgan is actually AI is in stilted pauses and weird use of pitch, which are not at all natural for a human English speaker. Please hire humans. If Morgan is human, please take some time with a voice coach if you want to sound real.
It’s AI

Apr 30

nsauber

Not a big fan of AI audio
The BOT they USE to READ the CONTENT is REALLY aNnOyInG

Apr 10

pled3i

I’m trying to get market news, but after listening to too many of these episodes, I started questioning whether I was even getting anything out of this. And I realized the really irritating way their bot reads these article headlines is so distracting that I had no idea what it was even saying.

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