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Wall Street Breakfast

Seeking Alpha

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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Yesterday · 3 min
Microsoft outage drags into second day
Microsoft struggles to restore services https://seekingalpha.com/news/4672163-microsoft-outage-disrupts-global-businesses-and-governments-fix-remains-elusive?source=wsb_podcast:microsoft_outage_drags_into_second_day. (0:15) Anthropic's...
Thursday · 3 min
Nvidia's Jensen Huang era ends in scandal
Jensen Huang https://seekingalpha.com/news/4671434-nvidia-ceo-huang-resigns-effective-immediately-cfo-kress-takes-over?source=wsb_podcast:nvidias_jensen_huang_era_ends_in_scandal. (0:14) Wall Street...
Thursday · 3 min
Nvidia board prepares to oust Jensen Huang
Board looking at replacements as reports https://seekingalpha.com/news/4671063-nvidia-board-prepares-to-remove-huang-after-latest-allegations-report?source=wsb_podcast:nvidia_board_prepares_to_oust_jensen_huang. (0:15) Dan Ives...
Wednesday · 3 min
Anthropic CEO prescribes AI miracles
Anthropic's CEO says https://seekingalpha.com/news/4670634-anthropic-ceo-says-cancer-mental-illness-will-be-relics-of-the-past-due-to-ai?source=wsb_podcast:anthropic_ceo_prescribes_ai_miracles within a decade. (0:14) CoreWeave results...
Wednesday · 4 min
Stocking up on Costco cash
Costco (COST) has a $13.3B https://seekingalpha.com/news/4670188-costco-gains-after-announcing-its-first-special-dividend-in-almost-three-years?source=wsb_podcast:stocking_up_on_costco_cash for investors. (00:25) CoreWeave (CRWV) just gave Wall Street...
Tuesday · 3 min
Anthropic IPO targets record $90B haul
Anthropic IPO could make history https://seekingalpha.com/news/4669608-anthropic-targets-up-to-644b-in-ipo-at-70-78-per-share?source=wsb_podcast:anthropic_ipo_targets_record_90b_haul. (0:14)...
Tuesday · 4 min
GTA 6 hype trumps the miss
Gamers are https://seekingalpha.com/news/4669187-take-two-says-preorders-for-gta-6-are-at-unprecedented-levels?source=wsb_podcast:gta_6_hype_trumps_the_miss GTA 6 (TTWO). (00:13) Boeing's (BA) latest flight plan includes...
Monday · 3 min
Nvidia spy saga takes a DOJ turn
Singapore’s Megaspeed https://seekingalpha.com/news/4669102-commerce-dept-inquiry-into-chips-transferred-to-doj-after-nvidia-intervention-report?source=wsb_podcast:nvidia_spy_saga_takes_a_doj_turn. (0:15) Jersey Mike's...
Monday · 5 min
The spy who loved Nvidia
Nvidia (NVDA) finds itself in a real-life spy https://seekingalpha.com/news/4668776-nvidia-opens-review-into-alleged-chinese-spy-effort-targeting-ceo-huang?source=wsb_podcast:the_spy_who_loved_nvidia. (00:13) NASA has...
Sunday · 4 min
Anthropic's historic IPO roadshow begins
Anthropic plows ahead https://seekingalpha.com/news/4668713-anthropic-ipo-proceed-despite-tech-selloff?source=wsb_podcast:anthropics_historic_ipo_roadshow_begins. (0:18) October inflation data could strengthen case for another Fed hike. (1:21)...
November 6 · 4 min
Sayonara, Cybertruck
Tesla plans to https://seekingalpha.com/news/4667786-tesla-to-end-cybertruck-production-at-texas-factory-by-mid-2027-to-ramp-up-cybercab-output-musk-says?source=wsb_podcast:sayonara_cybertruck to expand Cybercab output. (0:18) Anthropic's $1.5T IPO...
November 5 · 8 min
Fear grips the market
Markets plunged as investors reacted to uncertainty surrounding AI regulation, earnings, and the broader economic outlook, sending major tech stocks sharply lower....
November 5 · 4 min
Wall Street sheds jitters as fear gauge tumbles
The https://seekingalpha.com/news/4666309-wall-streets-fear-gauge-gets-the-jitters-out-as-midterm-dust-settles?source=wsb_podcast:wall_street_sheds_jitters_as_fear_gauge_tumbles after a powerful post-midterms rally. (0:16) Qualcomm shares slide as its...
November 4 · 9 min
Uncertainty removed, optimism returns
Midterm election results eased uncertainty, lifting stocks while yields and oil prices declined. Blue sweep raises questions about future defense spending, energy policy, AI data center development, and potential regulatory scrutiny of Tesla and...
November 4 · 4 min
Wall Street rallies after blue tsunami
Futures erase losses with https://seekingalpha.com/news/4664496-stock-index-futures-turn-green-as-investors-digest-blue-tsunami?source=wsb_podcast:wall_street_rallies_after_blue_tsunami. (0:16) Texas results raise...
November 3 · 6 min
Midterm elections & earnings
U.S. midterm https://seekingalpha.com/news/4663472-sp500-nasdaq-composite-dow-jones-stock-market-news?source=wsb_podcast:midterm_elections_earnings. Palantir beat expectations despite slowdown in commercial bookings, while Apple's strong sales were...
November 3 · 3 min
Apple's strong sales outlook hits a snag
Apple forecasts stronger sales, https://seekingalpha.com/news/4662184-apple-slips-as-q4-results-top-estimates-on-iphone-strength?source=wsb_podcast:apples_strong_sales_outlook_hits_a_snag. (0:18) Salesforce agrees to acquire...
November 2 · 9 min
Big tech earnings take center stage
Falling oil prices lift stocks; AI trade looks calmer (0:35) Is the tech selloff a buying opportunity? (1:40) Marvell/Lumentum...
November 2 · 3 min
S&P cuts Meta's credit outlook to negative
S&P cuts Meta's outlook over https://seekingalpha.com/news/4661912-sp-cuts-meta-outlook-to-negative-over-elevated-capex-and-cash-flow-risks?source=wsb_podcast:sp_cuts_metas_credit_outlook_to_negative. (0:17) Binance...
November 1 · 4 min
Midterms put Congress up for grabs
Voters head to the polls with https://seekingalpha.com/news/4661873-odds-of-democrats-sweeping-midterms-hit-70-percent?source=wsb_podcast:midterms_put_congress_up_for_grabs. (0:17) Nonfarm payrolls...

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