
1,000 episodes

Wall Street Breakfast Seeking Alpha
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- News
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4.0 • 837 Ratings
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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
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G7 oil price cap falters in first year
G7 oil price cap mostly a failure after one year, report says. (00:28) 23andMe (ME) facing mounting litigation over hacking incident. (01:49) SEC extends deadline to decide on Grayscale's (ETHE) spot ether ETF application. (03:03)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: MongoDB, SentinelOne and more
Five9 falls after hours on disclosure that it's not pursuing any transaction
Elon Musk's xAI startup files to raise up to $1B in equity offering
Apple climbs back above $3T amid smartphone optimism
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Grand Theft Auto trailer hits early
The release date of 2025 for the game puts some pressure on Take-Two shares. (0:15) Job openings slump below 9 million. (2:00) Morgan Stanley spies big smartphone recovery. (4:24)
Show Notes
U.S. strong buy ideas for the next 12 months
Starbucks falls again as concerns rise that holiday quarter may be weak
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. -
Meta, IBM launch open source AI alliance
Listen below or on the go on Apple Podcasts and SpotifyMeta (META), IBM launch open source AI Alliance with over 50 members. (00:22) AT&T (T) picks Ericsson (ERIC) over Nokia (NOK) for $14B Open RAN contract. (01:10) Five9 (FIVN) gains on report it's exploring a potential sale. (02:27)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: GitLab, Ericsson, Nokia and more
U.S. strong buy ideas for the next 12 months – according to Citi
Fluor wins $3B of contracts for Dow's planned net-zero facility in Canada
Goodyear Tire & Rubber is called an auto sector standout by HSBC
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Bitcoin keeps climbing
The march to $50,000 continues. (0:15) Uber will join the S&P 500. (1:58) Spotify announces another round of layoffs. (2:17)
Show Notes
Top 10 trades for 2024 - BofA
Nuke names jump as 22 countries commit to triple nuclear energy capacity by 2050
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. -
Alaska Air acquiring Hawaiian Airlines
Alaska Air (ALK) to buy Hawaiian Airlines (HA) in $1.9B deal. (00:23) Boeing (BA) eliminated from Air Force 'doomsday plane' competition. (01:08) China Evergrande (EGRNQ) winding-up hearing pushed to January. (02:08)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers today: Spotify, Uber Technologies, crypto-related stocks and more
New highs: Gold sets another record, bitcoin crosses $41K as rate cut bets grow
Spotify to lay off 17% of employees to curb costs
Piper sees GLP-1s increasing demand for knee/hip surgeries near-term
Weight loss drugs seen providing a boost to apparel stocks - Stifel
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Catalyst Watch: Cigna, Humana deal would face regulatory hurdles
Catalyst watch for the week of December 3. Seeking Alpha Senior Executive Editor Kim Khan on the upcoming jobs report and how the numbers play into Fed rate cuts. (00:21) Julie Morgan shares the latest analysis on two companies set to report earnings, Broadcom (AVGO) and Lululemon (LULU). (01:52) Finally, Kim gives analysis on a potential Cigna, Humana deal. (03:05) He also shares insight on the M&A landscape for 2024. (05:06)
Episode transcripts seekingalpha.com/wsb.
Show links:
Catalyst Watch: McDonald's event, Lululemon earnings and GameStop volatility redux
Broadcom Leveraging AI To Further Soften Its Cyclical Semiconductor Reset
Lululemon: Set To Outperform Yet Again In 2024
TD Cowen says Cigna, Humana merger would face lengthy regulatory delay
Customer Reviews
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Great podcast if your are more intermediate level. Brief but accurate information source.
Truly horrible.
The weekend host has the worst voice for podcasts that I’ve ever heard. I have to unsubscribe and find my news elsewhere