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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Tariff refund rush begins
Tariff refund tool will launch on April 20, US Customs says. (00:13) Walmart (WMT) tests store back rooms to speed marketplace deliveries: FT. (01:01) Google (GOOG) (GOOGL) is said to explore new AI chip partnership with Marvell (MRVL). (01:54) <br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Monday: Psychedelic stocks and more<br />Greg Abel puts his stamp on Berkshire Hathaway as Buffett era fades<br />Carney says U.S. ties are now weaknesses; Lutnick slams Canada's trade strategy<br />Eli Lilly nears $2B-plus deal for Kelonia to expand cancer pipeline: WSJ<br /><br />Sign up for our...
Tesla kicks off Mag 7 earnings
Tesla leads a busy week as 93 S&P 500 companies report. Bull and bear case. (0:17) American rejects merger talks with United. (1:34) March retail sales are expected higher as gas prices cloud demand. (2:18) <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.
Wall Street Roundup: Good news, earnings news
Iran opens Hormuz, market rejoices, risk back on (0:20) Netflix and bank earnings (3:00) Private credit vs banks (6:30) Snap layoffs, Tesla's upcoming report (7:40)<br /><br />Show links: <br />U.S. stocks rise to new highs as the Strait of Hormuz is declared open<br />Blue Owl Capital: Don't Believe The (Negative) Hype<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.
Netflix co-founder logs out (are you sure?)
Reed Hastings will leave as chairman of Netflix in June. (0:15) Federal regulators to look at MLB online distribution deals. (1:44) OpenAI commits over $20B to Cerebras chip-powered AI servers. (2:33) <br /><br />Show Notes<br />Western states look to desalination amid Colorado River crisis<br />A ‘reverse perfect storm’ coming this earnings season <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.
Europe has six weeks of jet fuel left
IEA head warns on largest energy crisis ever. (0:15) Taiwan Semi raises 2026 outlook on strong AI chip demand. (1:50) Microcap stocks surge after adding AI to their names. (2:19) <br /><br />Show Notes<br />Goldman’s top long duration stocks <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.
Ford revamp targets EV growth
Ford restructures operations and leadership to scale EV and software strategy. (0:15) Google’s SpaceX stake could exceed $100B. (1:10) Nuclear energy stocks rally on funding, IPO plans and initiatives. (2:08) <br /><br />Show Notes<br />Microsoft climbs in historic multi-day rally<br />Alibaba targets AI games and video<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.
Trump escalates pressure on Powell
President threatens to fire Fed chief if he doesn’t leave ‘on time.’ (0:15) Bank of America and Morgan Stanley beat earnings on trading strength. (1:43) Starbucks launches ChatGPT-powered AI tool to find the right drink. (2:26) <br /><br />Show Notes<br />Credit spreads, banks signal ‘damage contained’ <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.
CAT powers up ag automation
Caterpillar (CAT) is said to acquire autonomous tractor startup Monarch. (00:15) Maine set to be the first U.S. state to pass moratorium on big data centers. (01:15) Google (GOOG) (GOOGL) faces fresh legal heat as Aptoide alleges app store monopoly - report. (02:08)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Wednesday: GTLB, AVGO, and more<br />GameStop to launch its digital trading card platform on April 15<br />Prediction market boom forecast spurs gains in Robinhood and Coinbase; Bernstein says $1T potential<br />Nvidia’s newest AI models spark rally in quantum computing stocks; INFQ, QBT...
Banks mixed as earnings season starts
Earnings season begins with mixed bank results and outlook divergence. (0:15) Producer prices rise less than expected. (1:05) Meta projected to surpass Google in global digital ad revenue. (2:02) <br /><br />Show Notes<br />Power stocks with AI tailwinds <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.
PC rally fades on Nvidia denial
PC stocks fall after Nvidia (NVDA) denies report in talks to buy a PC-focused company. (00:14) Airline blockbuster: United (UAL) CEO teases interest in merger with American (AAL). (01:10) Amazon (AMZN) in advanced talks on Globalstar deal to rival Starlink: report. (01:54)<br /><br />Episode transcripts seekingalpha.com/wsb.<br /><br />Show links: <br />Biggest stock movers Tuesday: BE, GSAT, and more<br />Supply shock coming as last oil tankers leaving Hormuz before Iran war to unload in next few days<br />What happens when AI becomes sentient? Google hired a philosopher to find out<br />Meta set to overtake Google in digital ad...
