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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Wall Street Roundup: layoff surge, prolonged shutdown, cracks in AI trade
Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)<br /><br />Show notes: <br />AMD outlines 2025 growth strategy with AI and server expansion<br />Wall Street continues to decline as AI trade's downtrend persists<br />What to know as Michael Burry bets against Nvidia and Palantir<br />Year-to-date U.S. job cuts top 1M, exceeding 2024's full-year total: Challenger Report<br /><br />Episode transcripts: seekingalpha.com/wsb<br /><br />Sign up for our daily newsletter here and...
Joby makes rush hour fly by
Joby's (JOBY) Blade to launch 12-minute helicopter flights connecting NYC to suburbs. (00:23) U.S. won't permit Nvidia (NVDA) to sell scaled-down AI chip to China - report. (01:32) Tesla (TSLA) shareholders vote in favor of CEO Elon Musk's $1 trillion compensation. (02:06)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Take the Quiz: Investment News Quiz - Friday, Nov. 7<br />Biggest stock movers Friday: TSLA, XYZ, DKNG, and more<br />Musk says Tesla may build “gigantic” chip fab to power its AI ambitions<br />Airbnb surges despite Q3 EPS miss, expects wider FY margins<br />Archer Aviation stock dips after...
Nvidia CEO not so sure China wins AI race
Jensen Huang backtracked after declaring China the big AI winner. (0:15). ‘Godparents’ say AI already as smart as humans in some areas. (1:01) How to spot an AI bubble about to pop. (1:51)<br /><br />Show Notes<br />Snap soars on Perplexity deal<br />Microsoft’s AI team forms Superintelligence Group <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
Government shutdown hits new altitude
FAA to reduce air traffic by 10% across 40 'high-volume' markets due to government shutdown. (00:22) Pfizer (PFE) matches Novo bid for obesity biotech Metsera (MTSR) as takeover battle rages - FT. (01:49) Warner Bros. Discovery (WBD) sets Christmas deadline for sale or split - report. (02:25)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Thursday: SNAP, QCOM, and more<br />Warren Buffett's Berkshire Hathaway plans another yen-denominated bond issue - report<br />Jamie Dimon says $20B bank loan for Argentina ‘may not be necessary’ - Reuters<br />SoftBank is said to have explored potential takeover of chipmaker Marve...
OpenAI hits business customer milestone
The company says it has more than 1 million business customers. (0:15) McDonald’s sees huge drop in low-income customers. (1:39) UPS plane crashes on takeoff. (2:29)<br /><br />Show Notes<br />Evercore’s Tactical Actional Positioning 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 .
Record shutdown meets election day
Government shutdown becomes longest ever; odds say the end is near. (00:24) Google (GOOG) wins DOJ approval for $32B Wiz acquisition. (01:56) Bear market? Bitcoin (BTC-USD) hovers near $100,000, ether (ETH-USD) erases YTD gains. (02:34) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Wednesday: AMD, SMCI, ANET, crypto-related stocks, and more<br />Zohran Mamdani wins NYC mayoral race. What does it mean for Wall Street?<br />China to suspend most U.S. tariffs after Trump-Xi meeting, soybeans still face 13% duty<br />Novo Nordisk cuts 2025 forecast again, cites slower sales of Wegovy and Ozempic<br />Uber outlines high te...
Michael Burry bets against AI
The “Big Short” hedge fund manager takes positions against Nvidia and Palantir. (0:15) Palantir’s CEO calls Burry ‘bats--- crazy.’ (1:02) First Brands founder accused of misappropriating ‘maybe billions.’ (2:46)<br /><br />Show Notes<br />Bitcoin hits lowest levels since June<br />Uber slides on outlook<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.
Palantir’s big gains, bigger drop
Palantir (PLTR) stock tumbles despite Q3 beat as analysts mull valuation. (00:22) Denny's (DENN) to be taken private in a $620 million deal. (01:22) Starbucks (SBUX) offloads majority stake in China business to Boyu Capital for $4 billion. (02:03) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: PLTR, SRPT, and more<br />Palantir Technologies Inc. (PLTR) Q3 2025 Earnings Call Transcript<br />Trump administration to pay half of SNAP benefits for November<br />Hims & Hers projects over $6.5B revenue by 2030 as global expansion and diagnostics strategy accelerates<br />China offers tech giants cheap power to boost domestic AI ch...
OpenAI and Amazon in $38 billion cloud deal
OpenAI enters ‘adulthood’ with access to hundreds of thousands of Nvidia GPUs. (0:15) Analyst values Nvidia at $8.5 trillion. (1:05) Kimberly-Clark to buy Tylenol maker Kenvue. (1:29)<br /><br />Show Notes <br />Hedge funds wrong-footed by Mag 7 earnings<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.
Top FDA exec ousted
The director for the Center for Drug Evaluation and Research was accused of making false statements about a drug and soliciting a bribe. (0:15) Baidu’s Apollo Go hits driverless ride landmark. (1:20) Trump says only U.S. will get access to Nvidia’s Blackwell line. (2:08) <br /><br />Show Notes<br />What’s the best quantum computing stock? <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.
