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
10
Can Garlic cure an AI Code Red?
OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)<br /><br />Show Notes<br />Once-in-a-generation opportunity in quality stocks<br />Old Lady of Threadneedle Street weighs in on AI risks<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 .
Netflix ready to splash the cash for Warner
Netflix submitted a mostly-cash bid for Warner’s studio and HBO Max. (0:15) Michael Burry says Tesla is ‘ridiculously overvalued.’ (0:41) Amazon aims for delivery in less than 30 minutes. (1:19) <br /><br />Show Notes<br />Marvell looking to buy Celestial AI<br /><br />Episode transcripts: seekingalpha.com/wsb <br />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.
NYC bets on mega casinos
New York State Gaming Commission approves casino licenses (0:25). Accenture higher after partnership with OpenAI, Zootopia 2 dominates (2:00). ISM Manufacturing Index slips (3:00). Wedbush shaking up AI trade basket (4:00).<br /><br />Show Notes: <br />U.S. stocks turn lower, crypto falls while yields rise at the start of December<br /><br />Episode transcripts: seekingalpha.com/wsb<br /><br />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.
Japanese bonds are spooking the globe
Carry-trade worries grow as Japen yields hit levels not seen since 2008. (0:15) Databricks is looking at a valuation of $134B. (1:36) Trump says he now knows who he’ll pick as next Fed chair. (2:11)<br /><br />Show Notes <br />Accenture now calling employees 'reinventors' <br /><br />Episode transcripts: seekingalpha.com/wsb <br />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.
Retail and tech earnings kick off December
Salesforce, C3.ai, Marvell, Kroger, Snowflake and Dollar Tree will report. (0:17) Black Friday online sales hit $11.8 billion. (1:59) ChatGPT turns 3. (2:35)<br /><br />Show Notes<br />Swiss shoot down 50% inheritance tax<br />Earnings Calendar<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.
Black Friday: Big Crowds, Bigger Stakes
Record number of shoppers expected to turn out during Thanksgiving weekend -- NRF. SA Asks: How will retailers fare this holiday season? Happy returns for holiday shopping season?<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Jack Bowman | Seeking Alpha<br />Take the quiz: Investment News Quiz - Friday, Nov. 28<br />Biggest stock movers Friday: BITF, and more<br />E-commerce sales surged in October amid generative AI push and heavy promotions<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha P...
Consumers ramp up holiday spending
Consumers have already spent about $79.7 billion online this holiday season. (0:15) White House green lights ‘Rush Hour 4.’ (1:50) OpenAI forecasts 220 million paying for ChatGPT. (2:13)<br /><br />Show Notes<br />3D printed chicken?<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 .
HP downsizes to power up
HP (HPQ) slides after it unveils weak forecast, job cuts. (00:25) Trump admin negotiates 71% discount on Ozempic, Wegovy (NVO) for Medicare patients. (01:34) Foxconn gets approval to invest additional $569M in Wisconsin. (02:17)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Wednesday: DELL, HPQ, and more<br />'Rush Hour 4' in the works after Trump's push to revive series<br />Italy's antitrust body expands probe against Meta over WhatsApp AI tools<br />OPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - report<br /><br />Sign up for our daily newsletter here and for f...
Warner Bros. asks for sweetener bids
Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)<br /><br />Show Notes<br />The 2025 turkeys<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 .
Nvidia’s chip reign challenged
Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. (01:20) Spotify (SPOT) plans to increase U.S. subscription charges in Q1 2026 - report. (02:31)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: NVDA, ZM, and more<br />Initial Q3 GDP estimate to be released right before Christmas<br />Fed study sees tariffs lowering inflation then boosting it<br />Sandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600<br /><b...
