Wall Street Breakfast
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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Henkel adds shine with Olaplex
Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Thursday: OLPX, SMCI, and more<br />Trump team reportedly exploring implications of oil reaching $200 per barrel<br />Iran said to draft bill to impose fees for transit through Strait of Hormuz<br />Super Micro faces lawsuit alleging securities fraud tied to China sales<br /><br />Sign up for our d...
Trump taps tech elite for science council
The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59) <br /><br />Show Notes<br />Meta ties exec rewards to $9T valuation <br /><br />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.
Peace plan pumps futures
Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran peace plan. (00:14) Pentagon seems to be punishing Anthropic for going public with contract dispute - judge. (01:48) Arm (ARM) stock jumps as CEO Haas issues $15B revenue expectation for new chip. (02:43)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Wednesday: ARM, KBH, and more<br />Elon Musk's SpaceX may file for U.S. IPO as early as this week, report says<br />OpenAI plans to discontinue its video generation app Sora<br />Foreign phone shipments in China slump 7.7% in February: report<br /><b...
Trading before the Tweets
Heavy oil futures trades appear before Trump post, raising timing questions (0:15) BofA reinstates bullish ratings on Oracle, Microsoft and more. (1:33) The strongest buyer’s housing market on record. (2:32) <br /><br />Show Notes<br />Citi’s negative ROE trend stocks<br /><br />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.
FCC router ban plugs into gains
U.S. bans new foreign-made routers over security risks. (00:14) SK hynix (HXSCL) to buy $7.9B equipment from ASML. (01:20) Puig (PUIGF) stock jumps after Estée Lauder (EL) confirms merger talks. (01:57)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: CLB, OTLK, and more<br />OpenAI flags Microsoft dependence as key business risk ahead of expected IPO - report<br />Broadcom exec says Taiwan Semiconductor is reaching capacity limits - report<br />Crude climbs on supply worries after Iran rejects U.S. negotiation claims<br /><br />Sign up for our daily newsletter here and fo...
Trump roils markets touting quick end to Iran war
Trump sparks big moves in stocks and oil, signaling rapid Iran war de-escalation. (0:15) DraftKings, Flutter jump on prediction market sports bet crackdown. (1:38) McReplicants serving Happy Meals. (2:19) <br /><br />Show Notes<br />Citi’s top stocks for positive ROE trends <br /><br />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.
Gold loses safe haven shine
Gold surrenders 2026 gains as war-driven inflation sparks rate hike fears; silver plunges 11%. (00:14) Musk plans Austin chip factory for AI push. (01:07) Berkshire Hathaway (BRK.A) (BRK.B) to buy stake in Tokio Marine in $1.8B deal. (01:58) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Monday: SNPS, SMCI, and more<br />SA Asks: What can Congress do to protect Social Security benefits?<br />SA Asks: What happens if the Social Security fund runs dry?<br />Palantir's AI system Maven to be used as core US military system: report<br /><br />Sign up for our daily ne...
Trump give Hormuz ultimatum but markets wary
Trump threatens Iran’s power plants if strait not open. (0:17) GameStop earnings draw focus as Cohen touts Berkshire style. (1:17) California jury finds Elon Musk misled Twitter investors. (2:15)<br /><br />Show Notes<br />Earnings Calendar<br />Dividend Roundup<br /><br />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.
SMCI hit by export scandal
Nasdaq, S&P, Dow futures rise as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as co-founder, employee charged in Nvidia chip smuggling case. (00:48)Unilever (UL) in talks to sell its food business to McCormick (MKC). (03:00)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Friday: FDX, SMCI, TGNA and more<br />Investment News Quiz<br />The Strait of Hormuz must be opened in days, not weeks, to avoid global recession risks – BofA head of research<br />Disney-owned ABC faces potential tens-of-millions loss if “The Bachelorette” fails to air: report<br />Bezos r...
BoE fear hits Fed bets
BoE hawkish turn wipes out market hopes for Fed cuts. (0:16) Alibaba posts wide quarterly misses as AI spending pressures profits. (1:47) Oscars audience falls, while global music revenue keeps rising. (2:46)<br /><br />Show Notes<br />Stocks most neglected by hedge funds<br /><br />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.
