
Wall Street Breakfast
Business & Economics Podcasts
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Location:
New York, NY
Description:
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb
Twitter:
@SeekingAlpha
Language:
English
Website:
https://seekingalpha.com/wsb
Episodes
Mideast events will shape Fed week
6/15/2025
Trump promises peace between Israel and Iran ‘soon.’ (0:41) Oil spike making the Fed’s job tougher. (1:23) Best banks for a multipolar world. (4:06)
Show Notes
Earnings Calendar
Episode transcripts: seekingalpha.com/wsb
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Duration:00:05:20
Wall Street Weekend: Israel, Iran, and oil
6/14/2025
This is an excerpt from this week's Investing Experts episode: Fiscal Headwinds And Unrealistic S&P EPS Growth With James Kostohryz
Show links:
Will War Trigger A Bear Market And Spike In Oil?
Will Macroeconomic Shocks Lead To Business Cycle Recession?
War Scenarios: A Guide For Investors
Episode transcripts: seekingalpha.com/wsb
Get 20% off James' Successful Portfolio Strategy
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Duration:00:13:07
Wall Street Roundup: AI, IPOs, and standout earnings
6/13/2025
Oracle earnings stand out (0:25). Nebius, CoreWeave and the AI conversation (2:15). Circle Internet Group's IPO momentum (4:20). Lululemon earnings underline tariff complications (6:18). Docusign's now and future business (8:10). Musk, Trump, and Tesla (9:30). Homebuilders, consumer health insights, and upcoming Fed meetings (12:35). Recorded on Thursday morning, June 12, 2025.
Show links:
Oracle targets $67B revenue, 70% cloud infrastructure growth while expanding global data center footprint
Is the IPO market back?
Market Pricing In Status Quo
Episode transcripts: seekingalpha.com/wsb
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Duration:00:14:46
Markets shake as Israel strikes Iran
6/13/2025
Stock index futures slide as Israel attacks Iran. (00:18) Kenvue (KVUE) considering selling some skin, beauty brands - report. (01:29) Frito-Lay (PEP) shutting down production at Southern California plant. (02:05)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: Crypto-linked stocks, ADBE, and more
Tesla unveils upgraded Model S and X in U.S. with $5,000 price hike
Oracle stock surge bumps Larry Ellison to world's second richest person
Air India crash is likely to draw scrutiny to airplane configuration at take-off
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Duration:00:04:45
The media shakeout has begun
6/12/2025
Netflix sees Warner split as first step to big changes to streaming and on-demand. (0:15) Jobs market showing cracks. (2:04) GameStop sinking again. (3:02)
Show Notes
A.I. Joe – The Unreal American Hero
BlackRock looks to dominate crypto
Episode transcripts: seekingalpha.com/wsb
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Duration:00:05:58
Boeing tumbles on reports of Air India crash
6/12/2025
Air India Boeing (BA) jet crashes shortly after takeoff. (00:20) Nvidia (NVDA) and Samsung (SSNLF) to take minority stakes in robotics startup Skild AI - report. (01:05) Chime Financial (CHYM) prices IPO at $27, above expected band, raising $864M. (01:47)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: ORCL, OKLO, and more
Huawei ‘has China covered’ if US stays out, says Nvidia CEO
What's hot and what's cold in the beverage sector
China to place six-month limit on rare earth export licenses for U.S. firms - report
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Duration:00:05:25
Retail inflation shows little tariff impact
6/11/2025
CPI and core CPI rose less than expected in May. (0:15) Trump says deal with China done. (2:04) Quantum stocks rise on Nvidia CEO comments. (2:53)
Show Notes
More nuclear-AI love Tesla sets tentative robotaxi debut date
Episode transcripts: seekingalpha.com/wsb
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Duration:00:06:30
Game On!
6/11/2025
Nintendo's Switch 2 (OTCPK:NTDOY) is now its fastest-selling console. (00:21) Dave & Buster's (PLAY) signals continued same-store sales improvement with focus on back-to-basics strategy. (01:13) GameStop (GME) reports $6B+ in cash, no new Bitcoin purchases since the last update. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: GME, PLAY, and more
JPMorgan Chase's Dimon sees chance that U.S. economic numbers will 'deteriorate soon'
U.S. and China agree on framework over trade disputes; leaders nod pending
Elon Musk regrets some of his posts about Donald Trump, says 'went too far'
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Duration:00:05:37
Mark Zuckerberg assembling ‘superintelligence group’
6/10/2025
The Meta CEO is personally hiring people to advance artificial general intelligence. (0:15) Morgan Stanley bullish on Coca-Cola. (1:13) Novo Nordisk up on activist stake report. (2:30)
Show Notes
Citi boosts its S&P target and earnings forecast
Episode transcripts: seekingalpha.com/wsb
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Duration:00:04:19
UnitedHealth shops Latin American unit at deep discount
6/10/2025
UnitedHealth (UNH) weighs $1B deal for Banmedica in bid to exit Latin America - report. (00:19) Chime Financial (CHYM) IPO demand blows past share supply ahead of pricing. (01:24) U.S. should treat Taiwan as a partner, not as an adversary, says AmCham. (02:04)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Tuesday: LMNR, NVO, and more
Trump kicks off Invest America roundtable, highlights $1,000 investment accounts for kids
Meta's Zuckerberg hiring to form 'superintelligence' AI team - report
Walt Disney closes deal to fully acquire Hulu
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Duration:00:05:41
Warner Bros Discovery announces split
6/9/2025
The media company will split into separate streaming and network companies. (0:15) Tesla sees two downgrades. (1:13) Hedge fund managers goes from meme stocks to flying taxis. (1:54)
Show Notes
Shakeup coming in one of the biggest gold ETFs
Episode transcripts: seekingalpha.com/wsb
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Duration:00:03:44
Qualcomm to acquire Alphawave for $2.4B
6/9/2025
Qualcomm (QCOM) to acquire Alphawave for $2.4B. (00:20) L'Oréal (LRLCF) acquires majority stake in British skincare brand Medik8. (01:04) Metaplanet (MTPLF) soars on $5.4B share offering plan to amass 210K Bitcoin by 2027. (01:39)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Monday: Air mobility stocks, and more
China's trade surplus widens amid weaker exports and deeper import slump
IonQ to acquire Oxford Ionics for $1.075B in cash and stock deal
U.S. solar manufacturing surges, but installations set to decline over next five years
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Duration:00:05:02
Inflation back on the Fed radar and expected to rise
6/8/2025
May’s CPI expected to show a rise in the headline and core annual rates. (0:17) Apple’s WWDC may be a dud. (1:57) Was the April low a good sign for the market? (5:47)
Show Notes
Earnings Calendar
Dividend Roundup
Episode transcripts: seekingalpha.com/wsb
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Duration:00:06:54
Wall Street Roundup: A tale of two Teslas
6/6/2025
Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff updates, CPI data, and Powell pressure (18:00).
Episode transcripts: seekingalpha.com/wsb
Show links:
Musk And Trump Fight Goes Off The Rails
Broadcom forecasts $5.1B AI semiconductor revenue for Q3 as AI networking demand accelerates
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Duration:00:26:56
GLP-1s, Gen Z dent Jack Daniel’s sales
6/6/2025
Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL) stock surges after strong public debut. (02:12)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Friday: TSLA, DOCU, and more
Amazon set to test AI-powered humanoid robots for deliveries - report
Rent the Runway's refreshed inventory lures in new shoppers
DocuSign crashes as company lowers full-year billings guidance
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Duration:00:04:56
Is Tesla losing a Trump premium?
6/5/2025
Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)
Show Notes
ETF inflows surge
Episode transcripts: seekingalpha.com/wsb
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Duration:00:05:40
Auto trouble brewing over rare earth curbs
6/5/2025
Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,500 jobs at China tech centers. (02:33)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Thursday: MDB, TOPS, and more
Trump signs travel ban for citizens from 12 countries, citing security concerns
Canada to hold off response on higher U.S. metals tariffs
Global energy investment to touch record $3.3 trillion in 2025, IEA says
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Duration:00:06:34
Wedbush AI ETF debuts
6/4/2025
The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)
Show Notes
Highest-conviction picks from Jefferies
Episode transcripts: seekingalpha.com/wsb
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Duration:00:05:15
Texas puts snacks on notice
6/4/2025
Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in collaboration with Visa (V). (03:15)
Episode transcripts seekingalpha.com/wsb.
Show links:
Biggest stock movers Wednesday: CRWD, HPE, and more
Trump calls Xi Jinping ‘extremely hard’ to make a deal with as trade talks falter
Wells Fargo's asset cap is lifted by Federal Reserve after seven years
Capital One faces affiliate marketing litigation over allegedly 'misappropriating influencers' commissions'
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Duration:00:06:05
Barbie gets her own film studio
6/3/2025
Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)
Show Notes
Meta buying nuclear power
Is the tech rally vulnerable?
Episode transcripts: seekingalpha.com/wsb
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Duration:00:04:59