Wall Street Breakfast

Seeking Alpha

4.1 (983)
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

17H AGO

Wegovy without the needle sparks Novo surge

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus on AI infrastructure - FT. (01:57) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Tuesday: ZIM, NVO, and more The ‘Santa Claus rally’ is here, now prepare for the ‘January effect’ – analyst Citi 2026 semis outlook: MCHP top pick, AVGO, ADI, MU, NXPI, TXN buy-rated Ryanair Holdings shares surge 55%, leading European airline stocks in 2025 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.

4 min
1D AGO

AI boosting CEO productivity now

Microsoft’s Nadella gets hands-on as AI competition heats up. (0:15) Larry Ellison backs Paramount’s bid for warner with his own money. (1:32) Cuba faces ruin without Venezuelan oil. (2:18) Show Notes Things that WON’T Happen in 2026 Steve Cress’ Top Stocks for 2026 – sign up today 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.

4 min
1D AGO

Gold soars past $4,400

Gold (XAUUSD:CUR) soars past $4,400 on rate-cut bets as silver explodes to historic high. (00:24) Waymo (GOOG) (GOOGL) resumes robotaxis after blackout in San Francisco. (01:44) Baidu (BIDU) partners with Uber, Lyft to test Apollo Go robotaxis in UK. (02:45) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Monday: ABVX, RKLB, and more Italy's antitrust body fines $115 million for Apple's dominant position 'Avatar: Fire and Ash' debuts strongly at box office, but trails prior sequel James Grant says his best stock pick of 2025 may still be cheap 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

Santa Claus Rally time

After two down years in a row, history suggests Santa will return this week. (0:17) Q3 GDP is due. (1:15) Bill Ackman wants to help SpaceX go public. (1:36) Show Notes Top tech picks for 2026 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.

4 min
4D AGO

Wall Street Roundup: Micron earnings, EV check-in

Micron (MU) earnings take it to a new high (0:45). EV check-in with Ford (2:40). Rivian rally (4:45). Tesla quietly drifting higher (6:30). Economic data catching up after government shutdown (8:30). Show links: Micron signals further gross margin expansion as AI-driven demand strains supply into 2026 Tesla stock scales a new record high for the first time in nearly a year Ford's ESS strategy could generate as much as $5B in additional revenue 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.

12 min
4D AGO

TikTok’s U.S. survival plan is locked in

TikTok (BDNCE) agrees to new joint U.S. venture. (00:24) Instacart (CART) settles FTC claim over deceptive practices. (01:25) Nike (NKE) targets double-digit EBIT margins through sport offense and operational efficiency. (02:28) Episode transcripts seekingalpha.com/wsb. Show links: Top Stocks 2026 Biggest stock movers Friday: NNE, CORZ, NKE and more Sony to take over Snoopy, Peanuts franchise for $457M NYSE, Nasdaq keep trading hours unchanged after Trump's holiday announcement JPMorgan spotlights 11 tech stocks to watch out for in 2026 Take the news quiz 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

Nuclear fusion goes public

Trump Media’s $6B merger with fusion company TAE. (0:15) Inflation drops – with caveats. (1:30) OpenAI valued at $750B. (3:21) Show Notes Top 10 market risks for 2026 Steve Cress’ Top Stocks for 2026 – sign up today 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
5D AGO

Activist Elliott loads up on lululemon

Activist investor Elliott takes over $1 billion stake in Lululemon (LULU) - report. (00:26) Micron (MU) forecasts $100B HBM market by 2028 as supply tightness persists through 2026. (01:28) Hedge fund in talks to potentially buy Warner Bros. (WBD) TV assets, including CNN - report. (02:16) Episode transcripts seekingalpha.com/wsb. Show links: Biggest stock movers Thursday: MU, LULU and more U.S. approves $11.1 billion arms sales to Taiwan House passes Republican healthcare bill without extending ACA subsidies Instacart stock falls on report of FTC probe over AI pricing tool 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

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Julie Morgan

Host

4.1

out of 5

983 Ratings

❤️ Julie

Feb 4

NealBritt

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

Oct 29

CosmoDahling

Really like the five minute format. But what's with Julie Morgan's voice? Sounds like AI.
Can't stand the narrator

Aug 18

Hire new narrator

I love these quick headline podcasts but I cannot listen to this narrator. The way they end every sentence is sUperrr anNOYingggg.
AI narrator is distracting

Aug 16

Kcoll_1111

Good rundown of the day’s news, but the host “Julie” is clearly AI and it annoys me enough to have to write a review about it. It’s like listening to my GPS for 10 minutes straight

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