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
Anthropic growth slows, rattles AI trade
Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24)     Show NotesCar dealerships grapple with delayed repairsEpisode 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.
Oct 15
4 min
CoreWeave CEO defends the math
CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RKLB, ERIC, and moreSign 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.
Oct 15
5 min
Hot inflation puts Fed hike back in play
Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22)     Show NotesWho’s doing the earnings heavy lifting?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.
Oct 14
3 min
BofA's $1.2B penalty punch
Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, LQDA, ENVX and moreSpaceX launches 35th NASA cargo mission with medical research to ISSSign 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.
Oct 14
5 min
Big bank earnings get a lukewarm welcome
JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show NotesPharma Bro back in government sights  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.
Oct 13
3 min
Six Flags shares plunge premarket
FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SIX, MU, and moreKroger to eliminate 3,000 corporate jobs in three-year AI restructuringSign 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.
Oct 13
4 min
Economics Nobel goes to micro work that informs macro
Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22)     Show NotesDrinks entrepreneur makes big Churchill Downs bet  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.
Oct 12
3 min
GTA 6 threat sends token up
A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: CCC, BIIB, and moreSign 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.
Oct 12
5 min
Big banks kick off earnings season
JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show NotesEarnings CalendarDividend RoundupEpisode 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 Alpha at seekingalpha.com/subscriptions.
Oct 11
3 min
Telecom stocks lose signal
Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47)  Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: HUM, SPCX, and moreTake the news quizSign 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.
Oct 9
3 min
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