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Wall Street Breakfast

Wall Street Breakfast

Author: Seeking Alpha

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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb
2043 Episodes
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CPI radiation and Washington shenanigans (0:30). Old school consumer stocks did well post-earnings (1:40). Tesla and perceived distractions (4:00). Palantir the next wave of AI speculation (5:30). Walmart earnings ahead; what will tariffs bring? (7:00)Show Notes:Palantir, Salesforce best software plays on 'AI Revolution' for 2025 - WedbushTrump announces reciprocal tariffsJanuary CPI Report: Say Goodbye To Rate CutsEpisode 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.
Biggest movers Friday: ROKU, ABNB, DKNG, and more. (00:27) GameStop (GME) considers bitcoin, other crypto investments - CNBC. (02:57) Papa John's (PZZA) soars on report of takeover interest. (03:46)Episode transcripts seekingalpha.com/wsb.Show links: U.S. electricity demand growth through 2027 will be like adding another CaliforniaRay Dalio's Bridgewater takes new stake in Tesla, exits Micron & Goldman Sachs in Q4 movesDefense stocks slide after Trump’s comments on spending cutsSign 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.
Hot CPI report; stocks take it in stride (0:45). Impact on sectors and stocks and how tariffs play into it (2:10). Keep an eye on Fed commentary (5:15).Show Notes:Gold edges lower for second straight session, backing off all-time highTrump announces reciprocal tariffsPowell Leaves Fed's Rate Options OpenEpisode 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.
Soaring costs overshadow Reddit's decent Q4 report and forecast; shares fall. (00:24) Paramount channels CBS, MTV, Nickelodeon, among others going dark on YouTube TV. (02:04) Baidu's AI chatbot Ernie Bot free from April - report. (03:06)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, RDDT, and moreElon Musk to withdraw $97.4B OpenAI offer if ChatGPT maker stays non-profit - report'Security on our money': U.S. Treasury Secretary in Ukraine to talk rare earths and energyNathan’s Famous, century-old hot dog brand, said to be considering saleSign 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.
January CPI rises more than expected. (0:15) Rates move higher and odds of Fed cut sink. (1:05) CVS stock surges on earnings. (3:01)Show Notes5 reasons the Mag 7 are vulnerable Citadel’s Ken Griffin slams Trump's trade rhetoricEpisode 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.
Super Micro Computer (SMCI) offers up prelim Q2 results, $700M private placement. (00:26) Amazon (AMZN) to open first brick-and-mortar beauty, health store in Italy. (02:10) Netflix (NFLX) opens up a restaurant on the Las Vegas Strip. (02:53)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SMCI, UPST, Lyft, and moreSchwab offers 24-hour trading to all retail clients - reportAdios Gulf of Mexico as Google, Apple maps rename to Gulf of AmericaDoorDash targets 2025 growth with focus on grocery, ads, and international expansionSign 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.
AAPL and BABA will bring AI to iPhones in China. (0:15) Fed's Powell in no hurry. (1:12) Corporate sentiment highest on record. (5:08)Show NotesEU aims for an AI continentMoomoo is an advanced investing trading platform that integrates real-time and comprehensive data with no commission on options trading, stocks or ETFs. New users from Seeking Alpha can exclusively enjoy an 8.1% APY* account opening bonus, up to 15 free stocks, and up to $300 in cash rewards. Terms & Conditions apply, visit moomoo.com for more details.
Trump signs new tariffs order (0:30) GameStop eyeing bitcoin? (2:25) OpenAI ‘not for sale’ (3:15).Show NotesBaidu's CEO sees AI spending still required despite DeepSeek cost impact - reportNasdaq, S&P, Dow futures slide as Trump signs new tariffs orderBiggest stock movers Tuesday: LSCC, FLNC, SMCI, and moreEpisode transcripts: seekingalpha.com/wsbSign 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.
The yellow metal is up 10% this year. (0:15) History says a rate HIKE could come in June. (1:36) McDonald's comps surprise. (2:07)Show NotesSuper Micro Computer stock up almost 50% heading into earningsNvidia named Tactical Outperform by EvercoreDavid Tepper's Appaloosa beefs up China betsEpisode 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.
Nippon Steel weighing 'bold' change to US Steel buyout bid, government official says. (00:27) TSMC expects Q1 revenue near lower end of guidance due to earthquake in January. (01:29)  Boeing plans to cut 400 employees from moon-rocket program. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BP, X, and moreDisney beginning to worry about costs of Disney vacations: reportHere's why one economist sees no Fed rate cuts this yearFed rate hike could come as early as June: Apollo’s chief economistFind out more about Seeking Alpha's Virtual Analyst Reports here.
January CPI expected to have risen 0.3% on the month. (0:17) McDonald's investors looking for earnings inflection. (1:40) Elliott takes BP stake. (3:18)Show Notes Earnings CalendarTop 10 value stocksEpisode 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 soaring but concerns remain (0:25). ARM, Oracle and AI bellwether earnings (2:00). Tariff threats and concessions (3:30). Microsoft and Google drop post-earnings; dealing with increased competition (6:00). Merck a real outlier to the downside (8:25). McDonald's earnings next week work as economic indicator; RobinHood (HOOD) and Strategy (MSTR) (11:00). Proposed US Sovereign Wealth Fund (14:20).Episode transcripts: seekingalpha.com/wsbShow links: Shorting Palantir: Valuation MattersHow to fund a U.S. sovereign wealth fund?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.
TikTok blowback? e.l.f. Beauty (ELF) falls sharply after lowering guidance due to soft January trends. (00:23) Amazon (AMZN) solid Q4 results upstaged by soft guidance, FX risks -updated. (01:29) Nikola (NKLA) considering bankruptcy filing: report. (03:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, PINS, and moreTesla increases Model X prices by $5,000 in the U.S.Dallas Fed's Logan sees little room for more rate cuts, even if inflation nears targetCloudflare targets 25% revenue growth for 2025 with strong AI and enterprise momentumSign 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.
Legislation would ban the Chinese AI app from government devices. (0:15) Nvidia remains Morgan Stanley's Top Pick. (1:16) Roblox tumbles after earnings. (2:51)Show NotesBofA's top 10 growth stocksSkyworks Solutions sinks on Apple plansEpisode 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.
MicroStrategy (MSTR) rebrands as Strategy with 15% BTC yield target for 2025. (00:23) Tesla (TSLA) fell to its lowest level of 2025 amid concerns over sales in Europe. (02:24) China files WTO complaint over Trump's 'discriminatory' tariffs, de minimis move. (04:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: QCOM, F, and moreIntel partners with Japanese lab to build quantum computer: reportEnphase to move battery manufacturing outside of China, CEO saysQualcomm targets $22B in non-handset revenues by 2029 with AI and automotive growthFind out more about Seeking Alpha's Virtual Analyst Reports here.
https://seekingalpha.com/news/4403509-usps-reverses-track-and-says-it-will-accept-international-inbound-packages-from-china-and?source=wsb_podcast:post_office_quickly_rethinks_china_package_banShow NotesFed’s hawkish lean and AI tech jolt shifting bull narrativeEpisode 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.
Alphabet (GOOG) (GOOGL) outlines $75B CapEx for 2025 with focus on AI and cloud infrastructure. (00:28) Walmart (WMT) trims workforce, consolidates jobs in headquarters. (01:37) Nissan Motor (NSANY) likely to reject Honda (HMC) offer - reports. (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: GOOG, AMD, and moreTrump's Gaza proposal would see U.S. takeover of the StripShopping on Shein, Temu could get costlier as U.S. ends trade loopholeTrump in 'no hurry' to speak to China's Xi Jinping over escalating trade tensionsSign 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.
Diners face egg surcharges as bird flu hits supply. (0:15) Estee Lauder plunges. (2:19) No more Super Bowl bets on Robinhood. (3:45)Show NotesPoll: Investors overwhelmingly disapprove of tariffsMost bullish and bearish ETFsEpisode 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 (PLTR) projects 31% revenue growth for 2025 amid accelerating AI adoption. (00:26) Tit-for-Tat: China hits back with tariffs on U.S. coal and LNG, unveils Google probe. (01:40) Intuit (INTU) in focus after Elon Musk says IRS Direct File program ended. (03:10)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, SYNA, and moreDelta Air Lines partners with DraftKings on in-flight gaming entertainmentPayPal Q4 earnings expected to dip, revenue seen ascendingTrump wants Ukraine's rare earth minerals in return for U.S. supportSign 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.
U.S. tariffs of 25% will be delayed for 1 month after call between presidents. (0:15) Trump says EU tariffs coming. (1:31) Stock and currency markets swing after deal. (1:43)Show NotesWhat do you think of Trump's tariff policies?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.
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Comments (111)

Bob

You do a great job. but hope all is well with Julie.

Feb 3rd
Reply

Bob

Shenanigans afoot?

Jan 29th
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Bob

Editing issues 7:14 to 7:35

Jan 26th
Reply

Bob

Starbucks loitering and restroom policy seems reasonable, now to align pricing?

Jan 14th
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Bob

Hard to believe Guggenheim is favorable to $MSGS Madison Square Gardens? Had Guggenheim analysts been consuming the proper amount of content from MSNBC, CNN. ABC, and their ilk, they would know that MSG is the chosen home facility for nazi rallies. Of course the content consumers of these distortion factories would be blissfully unaware the Clinton's rallied at the same venue. When is $MSFT going to have their moniker removed from the brand damaging NBC? Will the LWLM reform while they still can

Dec 31st
Reply (3)

Bob

Rate hikes? Who could've possibly figured that was coming? Apparently some folks did?

Dec 30th
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Bob

Your assertion that sticky inflation due to the "pandemic" is still hanging on might be slightly disingenuous towards newer listeners. Long time listeners understand inflation has nothing to do with the 'pandemic', but rather gubmit reaction to the plague and now inflation continues because of recent unrelated gubmit actions. Each new dollar created {printed} through gubmit debt spending devalues the purchasing power of all existing dollars requiring more dollars to purchase the same goods.

Dec 23rd
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Bob

Magic internet money? Hope the grid is reliable and backed by traditional reliable energy like coal, gas, and nuke maintaining the base and only peaked with unreliable, massively subsidized, unreliable #GreenGraft #GreenNewDeal energy, if it's even useful for peaking. No quotes on real money like gold. Seems you aren't buying into the $DXY fairytale either. Just wait until people realize what the actual value of the USD is, when bills stop being paid or are paid in value 99% less than yesterday.

Dec 16th
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Bob

Still quoting the magic internet money and not gold?

Dec 13th
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Bob

no gold quotes, but magic internet money number go up...

Dec 12th
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Bob

$KMB steps away from the $COST diaper business. It will impact unit numbers and temporarily the top line, but will it improve overall profitability...? Depends?

Dec 10th
Reply (1)

Bob

Wish you would give gold quotes with the bitcoin. Some of us are old enough to remember a time without electricity hook up, rendering the magic internet money worthless. Some even see that we might be headed to a time of intermittent electric power as the gubmit graft favors unreliable energy sourcing.

Dec 9th
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Bob

As usual Julie and team, outstanding production work! Thanks! #Markets

Dec 3rd
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Bob

You're going with profit taking on gold, the same day President Trump announces Secretary of Treasury not nearly as hostile to private magic internet money as these last ass hat 🤡's.That last gang brought US "inflation is transitory" and was rolling debt 90 days during historically lowest ever interest rates. Guess they were hoping to push negative interest rates to sustain even more insane gubmit indebtedness. Wait till the dollar is revalued to inflate the debt away. Bitcoin, a bargain then

Nov 26th
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Bob

Odd Mexico is willing to jeopardize their citizens economic well-being in order to fight an asymmetrical tarrif war protecting their human trafficking cartels? I think not. But if so, it warrants an investigation into what the current Mexican gubmit officials have as a revenue sharing arrangement with their human trafficking cartels. The Mexican politicians could just take the decent path to avoid the drama.

Nov 14th
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Bob

Great job filling in. Hope Julie is well. Thanx

Nov 8th
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Bob

Anyone think the next administration, no matter which, won't face an economic crisis? Results of two decades of public fiscal malfeasance won't manifest? Maybe the Fed can kick the can a little further? Having garbage puts on inventory jic.

Nov 4th
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Bob

Great job as usual Julie and team. Thanks!

Oct 29th
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Bob

Google does evil? Who knew?

Oct 29th
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Bob

Aren't t the googlers at Alphabet smart enough to maintain and operate their own nuclear facility without outsourcing? Seems they're quite capable. Haven't you observed how they adjust their algorithms to manipulate search results?

Oct 15th
Reply