Wall Street Breakfast

Seeking Alpha

4.1 (942)
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

11H AGO

Apple, Microsoft, Meta and Amazon, oh my

Four Magnificent 7 earnings reports will test the market. (0:17) Bond market will focus on GDP and April Jobs numbers. (3:03) Bessent says he does not know if Trump has spoken with Xi. (3:58) Show Notes Earnings Calendar Dividend Roundup 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
2D AGO

Earnings dominating but don't sleep on economic data

Trump tariffs and commentary about Powell (0:40) Fed rate cuts (3:30). Netflix up, backing off guidance (5:30). Important earnings coming next week (7:40). Don't sleep on economic data (9:30). Episode transcripts: seekingalpha.com/wsb Show links: Netflix Q1 Earnings Call Transcript Fed's Kashkari says resolution of trade frictions would lift economic uncertainty Trump Playing Chicken With The World? 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
2D AGO

High costs ground summer travel plans

Fewer Americans plan on taking a vacation this summer. (00:20) Intel backs off plan to detach from Intel Capital. (01:48) Guess? spikes on a report of a rival bid to acquire the company. (02:44) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Friday: GOOG, INTC, and more China mulls exempting select U.S. goods from 125% tariffs - report Alphabet CEO signals personal ownership optionality for Waymo robotaxis Apple to shift assembly of all US iPhones to India by 2026 - 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
3D AGO

Tesla the story of the week

Tesla's bad numbers, market response (0:20). Palantir taking over (3:30). IBM falling (5:20). Thursday's earnings, important signposts (6:20). Show Notes: Nasdaq, S&P, Dow rise as relief rally driven by U.S.- China trade looks to hold Tesla Q1 Earnings Call Transcript Stressful Markets, But Lots Of Opportunities In Tech 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
3D AGO

IBM fails to shake DOGE worries

IBM shares slump in worries about cost-cutting impact on consulting. (0:15) Time to buy gold after the biggest drop in 4 years? (2:01) Tesla starts robotaxi tests. (3:21) Show Notes Trump reportedly considering auto tariff relief PBOC governor espouses free trade Netflix leadership looking at $1T valuation 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
4D AGO

Bessent comments on China tariffs

Bessent comments on China trade deal (0:30), Nasdaq gains, tech stocks surge (2:30), Krispy Kreme's refresh (5:20). Show Notes: Bessent says full China trade deal may take two to three years - report Longer-end yields tumble as Trump eases Fed fears Wall Street rally eases slightly, Nasdaq jumps 3% while S&P gains 2% 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
4D AGO

Bulls cheer Trump-Powell detente, Elon-Tesla reunion

President Trump says he has ‘no intention’ of firing Fed Chair Powell. (0:16) Elon Musk refocusing on TSLA as DOGE mostly done. (2:34) Intel looking to cut 20% of workforce. (3:50) Show Notes Futures rally as Trump backs off on replacing Powell FDA spooks bald men 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
5D AGO

Tariff risk flagged as earnings season heats up

GE, Kimberly-Clark and 3M cite tariff uncertainty. (0:15) U.S. tariffs of up to 3,521% on solar imports. (2:29) White House drug price plan has Big Pharma sweating. (3:22) Show Notes What to make of Amazon after 30% drop 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

See All (1K)

Julie Morgan

Host

4.1

out of 5

942 Ratings

Informative

11/25/2023

vvhhhvrhhuyd

The morning show is a must for me.
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.
Not Human

Feb 7

jjones1111111111111

Based on the mispronouncing of certain words, I think this is just some bot reading written materials.
❤️ Julie

Feb 4

NealBritt

I love this podcast, especially when Julie reports. Love her articulate voice 🫶🏾

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