Wall Street Breakfast-logo

Wall Street Breakfast

Business & Economics Podcasts

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

Location:

New York, NY

Description:

Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.

Language:

English


Episodes

Wall Street Breakfast December 8: Amazon, Google, Microsoft, Oracle Share Pentagon's $9B Cloud Awards

12/8/2022
Amazon (AMZN), Google (GOOG) (GOOGL), Microsoft (MSFT), Oracle (ORCL) share Pentagon's $9B cloud awards. Musk bankers look at Tesla (TSLA) margin loans to cut Twitter debt - report. Apple (AAPL) working on a new encryption system to keep hackers at bay, protect data: report.

Duration:00:08:18

Wall Street Breakfast December 7: China Eases More COVID Restrictions

12/7/2022
China eases more COVID restrictions, but trade data weighs on outlook. Apple (AAPL) pushes self-driving car launch to 2026 but still eyes major EV industry disruption. Activist investor Bluebell is said to take a stake in BlackRock (BLK), calling for CEO change.

Duration:00:09:14

Wall Street Breakfast December 6: Taiwan Semiconductor Lifts Chip Investment In Arizona

12/6/2022
Taiwan Semiconductor (TSM) lifts chip investment in Arizona to $40B. Job cuts at PepsiCo (PEP) and GameStop (GME). NBCU (CMCSA) CEO: Peacock has 18M subs; expecting 'big check' from Disney (DIS) for Hulu.

Duration:00:10:35

Wall Street Breakfast December 5: Russia Won't Accept G7 Oil Price Cap

12/5/2022
Russia won't accept the G7 oil price cap, even if it has to cut output. Tesla (TSLA) to cut production at Shanghai plant amid slow demand - Bloomberg. GM (GM) venture to invest additional $275M to expand a Tennessee battery cell factory for EV.

Duration:00:08:53

Chinese Equities and the Broader Market: Livy Investment Research

12/3/2022
In this episode we’re joined by Lillian Cheung. We’re discussing Chinese equities such as Alibaba (BABA) and its effect on the broader market. Cheung is the author of Livy Investment Research. Livy Investment Research is a boutique investment research shop providing professional coverage on disruptive thematic equities. Their analysis provides a deep dive on growth drivers present in the secular market to identify outperforming investments. Plus, Kim Khan brings this week’s Catalyst Watch,...

Duration:00:19:27

Wall Street Breakfast December 2: Did November See Slower Job Growth?

12/2/2022
Expected slower job growth in November may give Fed room to ease the pace of hikes. Senate passes bill to avoid rail strike. Job cuts at CNN (WBD), Wells Fargo (WFC) and SiriusXM (SIRI).

Duration:00:09:56

Wall Street Breakfast December 1: Slower Rate Hikes Soon?

12/1/2022
S&P, Nasdaq, Dow futures dip after Powell-induced surge, but yields keep sliding. FTX (FTT-USD) founder Sam Bankman-Fried: 'I never tried to commit fraud'. Next catalyst? Tesla (TSLA) holds a delivery event for the first Semi truck. Netflix's (NFLX) Hastings: Should have gotten into advertising sooner.

Duration:00:09:05

Wall Street Breakfast November 30: Twitter Weighing on Tesla as Musk Goads Apple

11/30/2022
Musk vs Cook. Amazon (AMZN) unveils new data security services, chips and more at cloud conference. Coinbase (COIN) Wallet to delist bitcoin cash, ether classic, ripple, stellar, citing 'low usage'.

Duration:00:07:36

Wall Street Breakfast November 29: Biden Calls On Congress To Avert Rail Strike

11/29/2022
President Biden calls on Congress to avert a rail strike. Snap (SNAP) reportedly tells staff to be in the office 4 days a week starting February. Google (GOOG) (GOOGL) increasing heat on Apple (AAPL) over NFL Sunday Ticket package as talks linger: report.

Duration:00:09:00

Wall Street Breakfast November 28: Apple Reportedly Facing iPhone Pro Shortfall

11/28/2022
Apple (AAPL) facing a shortfall of 6 million iPhone Pros amid protests - report. Shopify (SHOP) racks up record Black Friday sales tally. Amwell (AMWL) in discussions to buy Talkspace (TALK) for $1.50/share - report.

Duration:00:07:03

Follow The Rent And Dividend Growth - REITs With Brad Thomas

11/26/2022
In this episode we’re joined by Brad Thomas who runs iREIT on Alpha. We discuss REITs like Sachem (SACH) and Broadmark (BRMK) in this economic climate and how increased rates are impacting the housing market. Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll, and we look at retail ETFs for Black Friday and Cyber Monday.

Duration:00:17:08

Wall Street Breakfast November 25: China Lockdown, Apple Supplier Discontent

11/25/2022
Economy watch: China maintains zero-COVID policy; Foxconn issues apology. Apple (AAPL) reportedly eyeing Manchester United (MANU) takeover. Want to bet on Black Friday and Cyber Monday results? Here are some ETFs to watch. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:08:11

Wall Street Breakfast November 23: FTX, Bankman-Fried’s ‘Personal Fiefdom’

11/23/2022
Bankman-Fried treated crypto exchange FTX as his 'personal fiefdom', lawyer says. Lawmakers urge Fidelity to reconsider offering bitcoin (BTC-USD) 401(k) plans after FTX collapse. HP (HPQ) to cut up to 6,000 jobs as part of plan to 'Future Ready' PC company. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:08:52

Wall Street Breakfast November 22: Carl Icahn, GameStop Short Position

11/22/2022
Billionaire investor Carl Icahn said to hold a large GameStop (GME) short position. Moving quickly, Iger launching Disney (DIS) restructuring. Tesla (TSLA) reportedly plans to cut prices in China. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:09:13

Wall Street Breakfast November 21: Disney Shakeup

11/21/2022
Bob Iger taking back CEO job at Disney (DIS); Chapek exits. Sotera Health (SHC) soars after jury finds Sterigenics unit not liable for a woman's cancer. Philips (PHG) recall woes grow as it flags new concerns with FDA over replaced ventilators. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:07:00

Walmart Earnings with Ahan Vashi, The Quantamental Investor

11/19/2022
In this episode we’re joined by Ahan Vashi. He’s the author of The Quantamental Investor. The mission at TQI is to help retail investors build generational wealth in equity markets through the power of financial engineering. Today he’s sharing his insight on Walmart (WMT). Plus, Kim Khan brings this week’s Catalyst Watch, the new Twitter poll for the week, and a Best Buy (BBY) earnings preview. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:11:22

Wall Street Breakfast November 18: Mortgage Rates Tumble

11/18/2022
Mortgage rates tumble to 6.61%, biggest drop since 1981. Amazon (AMZN) CEO says role eliminations will extend into 2023. Twitter (TWTR) risks grow as employees reject Musk's 'hardcore' ultimatum. Roku (ROKU) cutting jobs by 5% to slow 2023 expense growth. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:09:33

Wall Street Breakfast November 17: House Committee Hearing on FTX Meltdown

11/17/2022
U.S. House committee plans December hearing on FTX meltdown. 3M (MMM) viewed as potential activist target after 13F filing (update). SPAC Digital World (DWAC) drops after Trump announces re-election campaign. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:07:59

Wall Street Breakfast November 16: Apple Will Source Chips From Arizona

11/16/2022
Apple (AAPL) CEO Cook says the tech giant will start sourcing chips from Arizona in 2024: report. Trump announces 2024 presidential bid; here are stocks that might benefit. Disney (DIS) World boosts prices as parks demand continues to surge. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:08:35

Wall Street Breakfast November 15: Amazon Will Reportedly Layoff Thousands

11/15/2022
Amazon (AMZN) reportedly plans to lay off about 10K employees. Google (GOOG) (GOOGL) to pay a record $391.5M to states in location-tracking probe. FedEx (FDX) to furlough freight workers through the holiday season. Learn more about these stocks with a free trial of Seeking Alpha Premium here.

Duration:00:07:51