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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EU locks in Google fine
Google’s (GOOG) (GOOGL) costly EU defeat just became permanent. (00:16) What if Americans owned part of OpenAI? (00:52) A backyard BBQ now costs nearly $20 more than it did in 2019. (01:31)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Thursday: FIZZ, CANF, and more<br />Volkswagen braces for turbulent talks ahead of critical board meeting over massive restructuring<br />Taiwan detains two Super Micro employees in alleged Nvidia AI server export probe - report<br />Nonfarm payroll growth is seen slowing but staying 'relatively strong' in June<br /><br />Sign up for our daily newsletter her...
Meta eyes AI cloud business
Meta explores selling excess AI compute. (0:15) Nike beats, but China weak. (1:02) Private jobs gains fall short. (1:54) <br /><br />Show Notes<br />William Blair Conviction List<br />AOL public again (sorta)<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 .
Peak power problems
Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Wednesday: NKE, BE, and more<br />Microsoft reportedly planning new round of layoffs impacting under 2.5% of workforce<br />Nike's headline FQ4 beat not enough to win over Wall Street<br />Which stocks fueled—and held back—the Nasdaq in Q2?<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/s...
Buffett delays Gates Foundation gift
Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26) <br /><br />Show Notes<br />The AI pendulum has swung too far<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 .
iPhone 18 secrets surface
Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh (NKE). (02:08)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: ABVX, AVAV, and more<br />Gold turns lower as U.S.-Iran tensions ratchet up, but Goldman says 'gold is not done'<br />Amazon to pay $2.25M to settle FTC case, faces Australian lawsuit<br />U.S. may face blackouts by next year due to power supply shortfall, Exelon CEO warns<br /><br />Sign up for our daily n...
Comcast to split with NBC spinoff
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33) <br /><br />Show Notes<br />The biggest contributors to S&P earnings growth<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 .
South Korea chips in big
South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC) changes lanes. (01:58) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br /><br />Biggest stock movers Monday: GME, BTI, and more<br />Dutch World Cup fans discover America’s biggest attraction: Its suburbs<br />DOJ dropped Abbott baby formula criminal probe despite pile of evidence: WSJ<br />Bank of America sees summer stock market pullback before possible year-end rally<br /><br />Sign up for our daily newsletter here and for full access to analyst ratings, stoc...
Jobs report headlines holiday week
June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate again. (1:58) <br /><br />Show Notes<br />Earnings Calendar<br />Dividend Roundup<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 Alpha at seekingalpha.com/subscriptions.
Wall Street Roundup: What isn't priced in?
Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)<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.
Will tech stocks rebound?
Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20) <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.
