Wall Street Breakfast
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
Wall Street tunes into the Masters
Pure golf stocks, apparel makers and gaming names could see a Masters bump. (0:16) Wholesale inflation runs a little cooler in March. (1:20) Amazon CEO says AI will be built on the cloud. (3:45)Show NotesGlobal Stock leaders for 2030 in Fin Tech - UBSRobinhood stock dips after Citi downgrades to Sell on fundamentals disconnectEpisode transcripts seekingalpha.com/wsbSign 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.
Apr 11
5 min
U.S. regulation targets ‘forever chemicals’ in water
New PFAS limits in drinking water renew compliance cost fears. (00:33) DoJ opens probe into Nippon Steel's deal for US Steel (X). (02:34) TikTok (BDNCE) divestiture timeline might undergo extension in U.S. Senate: report. (03:23)Episode transcripts seekingalpha.com/wsb.Show links: Cathie Wood says she invests for a ‘5-year horizon' ... but ARKK has lost ground over that timeAmazon owes $525M in damages for patent infringement - juryNew additions to Goldman’s High Operating Leverage listSign 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.
Apr 11
6 min
Sticky inflation will give the Fed pause
March CPI comes in hot and odds of rate cuts this year tumble. (0:16) Stocks slide, yields soar as 10-year hits 4.55%. (1:55) Nvidia enters correction territory but this analyst says don't worry. (3:51)Show NotesCabot Wealth’s Top Ten list of stocksDelta leads the airline sector higher after record Q1 earningsEpisode transcripts seekingalpha.com/wsbSign 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.
Apr 10
6 min
Intel unveils new AI chip, setting up race with Nvidia
Intel (INTC) unveils Gaudi 3 AI accelerator, setting up race with Nvidia. (00:24) Costco (COST) may be sitting on gold with its new business. (01:26) Philips (PHG) reaches agreement with DOJ, FDA on consent decree over sleep apnea devices. (02:45)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: SGH and PSMTJPMorgan’s top European picksFitch cuts China's credit outlook to negative on public finance risksQ3 crude oil price outlook raised at Morgan Stanley on rising geopolitical riskSign 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.
Apr 10
7 min
Small business optimism at 11-year low
Sales pessimism pushed NFIB index to lowest since December 2012. (0:16) Are high rates actually fueling inflation. (1:47) Top silver mining stocks. (5:19)Show NotesTilray guidance cut sends cannabis stocks lowerGoogle unveils in-house Axion chips to cut AI costs, reliance on Nvidia, othersEpisode transcripts seekingalpha.com/wsbSign 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.
Apr 9
6 min
Samsung reportedly secures $6B grant for U.S. chip expansion
Samsung (SSNLF) to get $6B chip subsidy next week to boost U.S. production - report. (00:26) Dollar stores weighed down by 99 Cents Only bankruptcy. (01:57) Norwegian Cruise Lines (NCLH) places its largest order for 8 new ships. (03:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: MAXN, NTES, and morePFAS ban in EU and U.S. could have negative implications for Amer Sports - analystDidi Global looks to mass produce robotaxi vehicles in 2025HSBC to sell Argentina business for $550M, expects $1B pre-tax lossSign 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.
Apr 9
6 min
J.P. Morgan's Dimon says rates could spike to 8%
Jamie Dimon casts doubt on a soft landing, says AI akin to the steam engine (0:16) Stocks face trouble if the 10-year hits 4.8%. (2:21) How fast could a Tesla Robotaxi hit the road? (4:42)Show NotesCiti's top recommended large-cap stocksEpisode transcripts seekingalpha.com/wsbSign 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.
Apr 8
6 min
Kimberly-Clark to sell PPE business to Ansell
Kimberly-Clark (KMB) to sell personal protective equipment business to Ansell in $640M deal. (00:24) Tesla (TSLA) plans to unveil its Robotaxi service on August 8. (01:10) People's Bank of China sets up $69B re-lending program for tech companies. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, FSLY, and moreShein and Temu: Disruptors of Fast-Fashion and E-CommerceSouthwest Airlines 737 returns to airport after engine cover falls offHousing affordability would’ve waned even without Fed tightening, study showsSign 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.
Apr 8
5 min
Retail inflation and big bank earnings arrive
The Consumer Price Index for March is due with Fed June odds 50/50. (0:19) J.P. Morgan, Citi and Wells Fargo kick off earnings season. (1:29) Paramount Global nearing deal with Skydance? (3:05)Show NotesEarnings CalendarBuy-rated and sell-rated stocks within TechnologyEpisode transcripts seekingalpha.com/wsbSign 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.
Apr 7
5 min
Disney to crack down on password sharing soon
Bob Iger: Disney (DIS) to start password sharing crackdown in June. (00:31) HubSpot (HUBS) gains amid report Alphabet (GOOG) (GOOGL) considering takeover offer. (01:31) Fed’s Kashkari: Bitcoin (BTC-USD) has had no legitimate use case in more than a decade. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock mover today: Grindrod Shipping HoldingsAlphabet, Meta, Amazon in focus as Wedbush sees 'significantly' increased ad spendCVS Health to cover Perrigo OTC birth control pillBrent crude tops $90 for first time since October as Middle East tensions spikeSign 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.
Apr 5
5 min
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