Wall Street Breakfast
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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
Transcripts: seekingalpha.com/wsb
2467 Episodes
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Netflix (NFLX) is buying Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).Show NotesCore PCE inflation inches down to +2.8% Y/Y in September, as expected9 out of 10 companies deliver EPS wins this weekLife After Mag 7Episode 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.
1AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 billion. (1:43) Show NotesHP Enterprise tumbles on weak server salesEpisode 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.
Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)Show NotesTop 5 risks for 2026 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 scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)Show NotesParamount ups Warner breakup feeEpisode 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.
The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)Show NotesStocks crushed by the KAir taxis coming to MiamiPure Storage plunges 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.
Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16) Show NotesHas silver come too far too fast? 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.
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)Show NotesOnce-in-a-generation opportunity in quality stocksOld Lady of Threadneedle Street weighs in on AI risksEpisode 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 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) Show NotesMarvell looking to buy Celestial AIEpisode 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.
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).Show Notes: U.S. stocks turn lower, crypto falls while yields rise at the start of DecemberEpisode 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.
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)Show Notes Accenture now calling employees 'reinventors' 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.
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)Show NotesSwiss shoot down 50% inheritance taxEarnings CalendarEpisode 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 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?Episode transcripts seekingalpha.com/wsb.Show links: Jack Bowman | Seeking AlphaTake the quiz: Investment News Quiz - Friday, Nov. 28Biggest stock movers Friday: BITF, and moreE-commerce sales surged in October amid generative AI push and heavy promotionsSign 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.
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)Show Notes3D printed chicken?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 (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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: DELL, HPQ, and more'Rush Hour 4' in the works after Trump's push to revive seriesItaly's antitrust body expands probe against Meta over WhatsApp AI toolsOPEC+ likely to keep output unchanged, plan for 2027 baselines in focus - reportSign 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.
Paramount, Netflix and Comcast have all put in bids. (0:14) Stocks keep recently rally going. (0:57) HP slumps post-earnings. (1:17)Show NotesThe 2025 turkeysEpisode 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 (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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NVDA, ZM, and moreInitial Q3 GDP estimate to be released right before ChristmasFed study sees tariffs lowering inflation then boosting itSandisk to join S&P 500; UPWK, FIBK, HBI to be part of S&P SmallCap 600Sign 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 Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36)Show NotesChip stocks surgeSign 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 .
Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-tuned reveal is ... a Substack? (02:26)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: PONY, MP, and moreSA: What are the best defensive stocks right now?Salesforce CEO Marc Benioff has a 'Holy S---' AI momentQwen app hits 10 million downloads in a week as Alibaba pushes ChatGPT rivalSign 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.
Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)Show Notes50 stocks that mean the most to hedge funds Earnings CalendarDividend RoundupEpisode 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 earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs. Lowe’s; Walmart vs. Target (1:50). Fintech & BNPL pressure (4:20). September jobs data: negative revisions revive recession worries; unemployment rises (5:45). Tariff rollbacks and mixed Fed signals swing December rate-cut odds sharply (7:15). Thanksgiving week preview (9:20).Show NotesTrump drops 40% tariffs on Brazilian beef, coffee amid rising food pricesWhy the September jobs report will lead to more tariff cutsWall Street rebounds after the prior day’s volatile downturnEpisode 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.
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Thanks Julie and team. Merry Thanksgiving!
This one sounded oddly familiar. Now I know why, I heard it yesterday too!
Interesting that SPY is more closely correlated to NVDA than it is to RSP, its own equal weighted index. Feels it's been this way for quite a while now. NVDA needs to make earnings this week AND impress with guidance to keep the gravy train rolling up and right for maybe another market earnings cycle?
@1:50 "directly to the people, bypassing big, bad, and money sucking companies". So much for that financial subsector, but this would be much better for society in the long term.Howabout a non-center-left or non-left approach that eliminates the leaky bucket altogether and vanquishes the socialistic crony-capitalist system that was built up 100 yrs. ago and replace it with competition driven market incentives, and backstop it with what actual insurance was meant for, catastrophes not maintenance
China has added massive amounts of energy to power their AI data centers via cheap reliable coal.
Gonna be an ugly day?
Absent from fed chair list is #JudyShelton. Guess we haven't reached the point of desiring a solid reliable currency yet? Can't believe the Madoff thing is still being unraveled. Everyone involved at these levels currently under litigation and going at the deep pockets, should've been sophisticated enough to perform their own independent verification and due diligence beyond the so often employed and much more simplistic method of "trust me bro", that enables these schemes to advance.
Is the US under the current 1990's style center left leadership starting to look a bit like China with all of their SOE's?
@2:55 they have an odd way of tracking this. We cancelled because #ABC backed down on the feces flinging kimmel, and reinstalled the filthy overflowing colostomy bag into our dwelling. Oh well, the propagandists are going to spin it how it can be best percieved by the general population to benefit their comrades.
Leave it to the center left US chamber of commerce to want to cheap out even on their memberships US workforce replacement H-1B's. No worker can be cheap enough for these guys. I'm all for the tariffs on cheap import labor.
@2:50 not the fault of UPS that the shipper failed to adequately complete a legal transaction. Unless of course this crap has been just setting on their docks forever. I'm still waiting for some parts that they "lost" over a decade ago, causing a major setback and forcing a replacement with substandard components. Good news is the parts should be coming along at anytime now.
@2:10 a "smart" EV that that crashes, catches fire, and refuses to open the door to let the rider escape? What? Was this a fiction horror show? Good thing, excluding the victim, that it was just a major Chinese branded smart device posing as a transportation tool and not readily available to all world markets yet. As we become weaker witted and rely ever more on our quite helpful and dependable "smart" gadget overlords to think and do, "they" seem quite willing to hasten our demise.
Silver!
Thanks Julie and team! Well done as usual!
@2:00 good news, one more big tech settling on another in a long string of censorship schemes performed against American citizens at the behest of the dimocrats. Instead of big tech dimocrats paying out for defacto civil rights violations by tyrannical government dimocrats, the dimocrat puppet masters behind these government coerced civil rights violations should be held to account.
@0:25 I'm betting the Trump family and close associates just happened to recently purchase the newer lows in cannabis stocks.
@ 1:09 is son-in-law Jared starting to morph into Hunter, of course less the coked up behaviour with the hooker binges? Did Hunter bring value to Barissma, and does Jared add any more value to the EA takeout?
Kimmel has been flinging his fulthy feces filled falsehoods around for quite sometime now, knowing full well that many of his delusional knuckle dragging deranged mob idiots would buy in to his constant deceptions and hopefully one or more would act to hurt someone. Bound to happen. Good riddance "man show" Kimmel. Catch
Good for RFKjr. Personnel is policy.
@ 1:45 perhaps he's not quite as interested in the #CookTheBooks outcome that you seem to think. Perhaps he just wants reliable data from which to create effective policy. Something that has been abscent for quite sometime.