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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.

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Published 2025-01-20

Netflix earnings in the spotlight

7 min
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Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59) 

Show Notes
Earnings Calendar
Dividend Roundup

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Published 2025-01-17

Can the bull market sustain itself?

18 min
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Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (13:35).

Episode transcripts: seekingalpha.com/wsb

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Nasdaq ends with 2% rally, yields slump as core CPI inflation cools
Supreme Court upholds TikTok's U.S. ban ahead of Sunday deadline
Bank stocks drive up after initial crop of Q4 earnings prove strong

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Published 2025-01-17

GM data deal hits a dead end

4 min
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FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: JBHT, RIVN, and more
FTC sues largest U.S. property manager over misleading rental costs
Best and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and more
TikTok ban: Biden said to leave fate of app to Trump

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Published 2025-01-16

No landing in a growth world, corporate credit bullishness

3 min
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Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.

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Published 2025-01-16

Costco stands firm on DEI

5 min
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Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35)  U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Thursday: TSM, LUV, and more
High drama in the cocoa market with key demand reports due out
TikTok plans for a complete shutdown in U.S. on Sunday if ban holds - report
Canada eyes $105B in retaliatory tariffs if Trump sets levies: report

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Published 2025-01-15

Inflation data invigorates stocks, bonds

6 min
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Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)

Show Notes
The Momentum Factor ETF is coming off a great 2024 but still oversold
 
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Published 2025-01-15

Saudi Aramco poised to bet on lithium

6 min
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Saudi Aramco (ARMCO) to boost lithium investments to build its own supply chain - report. (00:24) Elon Musk sued by SEC over delayed disclosures of Twitter stock purchases. (01:28) IonQ ends higher as company, Maryland unveil $1B quantum initiative. (03:10)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: Quantum computing stocks, and more
Mastercard reaches $26M settlement in a lawsuit alleging equal pay rules violation
Banks to kick off Q4 earnings on Wednesday — here's what to expect
Trump to create External Revenue Service for foreign revenue collection

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Published 2025-01-14

Microsoft in pole position for Agentic AI

6 min
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Morgan Stanley CIO survey says Agentic AI is underappreciated. (0:16) Wholesale inflation comes in cool, but markets are wary. (1:25) Meta to fire 5% of 'underperformers.'" (4:40)

Show Notes
Stocks look halfway done with pullback as bull market resets 
Robinhood named best idea for 2025


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Published 2025-01-14

Pay to Stay: Starbucks refreshes store rules

5 min
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Starbucks (SBUX) makes more store changes as it looks to recreate its coffeehouse vibe. (00:28) Honeywell (HON) planning breakup under pressure from Elliott - Bloomberg. (01:37) Comcast (CMCSA) takes minority stake in the Sixers; to help build new arena in South Philly. (02:48)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: KBH, CHGG, and more
Not just X! Elon Musk said to be the running for TikTok U.S.
MicroStrategy's Michael Saylor calls bonds 'toxic,' tells companies to turn to bitcoin
D-Wave inks share sale agreement worth up to $150M, quantum stocks dip

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Published 2025-01-13

Retail stocks punished after holiday updates

6 min
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As the ICR retail conference starts, most big names are seeing selling. (0:15) Oil keeps climbing on sanctions on Russia. (1:59) Nvidia hits out at new AI Diffusion rule. (4:51)

Show Notes
Strong chance the Fed hikes this year (if you can't get a reservation)
Moderna slides after slashing sales outlook for 2025

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Published 2025-01-13

Canada ready to counter Trump tariffs

5 min
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Trudeau says Canada ready with counter-tariffs if Trump starts trade war. (00:24) Europe’s largest pension fund sells Tesla stake over Musk's pay package: report. (01:42) White House delays order for Nippon Steel to end takeover bid for US Steel. (02:42)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: ITCI, and SAGE
Apple plans iPhone revamp, push into smart home, catching up with AI: report
Amid a global selloff, the right move might be to buy more bonds
TikTok ban: Supreme Court skeptical of free speech arguments

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Published 2025-01-12

Big banks kick off earnings season

6 min
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JPMorgan, Citi, BofA, Wells Fargo, Goldman and more on the calendar. (0:17) Hot CPI could slash odds of rate cuts further. (1:49) L.A. wildfires could be most costly ever. (3:27)

Show Notes
Zuckerberg slams Apple
The most overbought and oversold stock markets

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Published 2025-01-10

Intertwined markets and upcoming earnings

13 min
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Investors have had trouble getting started in 2025, but there's good data on the horizon (0:30). Economic concerns around Trump's tariff talk (2:30). The Fed's 'no landing', bond market movement (4:20). Bitcoin worries might carry over into tech (see Palantir) (6:40). CES and positive moves in semiconductors (8:45). Upcoming earnings in financials and insurance (10:25).

Episode transcripts: seekingalpha.com/wsb

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Consumer sentiment slips in January as inflation expectations jump
Jobs data in charts: December payroll growth hits highest level since March
Bitcoin selloff deepens, wiping out early 2025 advance

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Published 2025-01-10

Wildfire costs blaze toward historic highs

6 min
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AccuWeather updates California wildfire damage estimate to $135B-$150B. (00:25) Free speech vs. national security: TikTok heads to Supreme Court over U.S. ban. (01:30) Macy's to close 66 underperforming stores across U.S. (02:22)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: MVST, RKLB, and more
Taiwan Semiconductor's Q4 revenue beats estimates amid growing AI demand
Equities are ‘priced for perfection’ and vulnerable to a correction – Goldman
Elon Musk doubts DOGE can achieve $2T in U.S. budget cuts under Trump
Block to change ticker symbol to 'XYZ'

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Published 2025-01-08

Shell lowers Q4 outlook, trims LNG output

5 min
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Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Wednesday: CALM, PLTR, and more
Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
Sana stock rallies 280% on pancreatic cell transplant study
Palantir tumbles after ARK Invest sheds $15M in shares

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Published 2025-01-07

Aurora partners with Continental and Nvidia

6 min
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Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

Show Notes
Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

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Published 2025-01-07

U.S. adds Tencent, Huawei to Chinese military list

6 min
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U.S. adds Tencent, Huawei to list of Chinese military companies. (00:25) Uber and Nvidia to collaborate for autonomous mobility. (01:49) U.S. natural gas surges as severe winter storms seen hiking demand, cutting supplies. (03:11)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: NARI, DNLI, and more
Fed's Cook: Markets at risk of 'large declines' as valuations are elevated
Nvidia, AMD vie for AI supremacy with latest offerings at CES
SA Sentiment: What's the best AI stock to watch in 2025?
Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’


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Published 2025-01-06

Fubo combines with Disney's Hulu + Live TV

4 min
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Deal to create new multichannel video distributor also settles litigation. (0:16) Nvidia gets another accolade. (1:58) Citi gets defensive. (3:28)

Show Notes
Palantir initiated with Underweight rating at Morgan Stanley
Uber unveils $1.5 billion accelerated share repurchase program

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Published 2025-01-06

Trudeau’s potential exit lifts Canadian dollar

5 min
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Canada's Trudeau expected to resign as ruling party leader this week - report. (00:22) Paychex (PAYX) in talks to buy smaller rival Paycor HCM (PYCR) - Bloomberg. (01:51) Italy in talks with SpaceX over $1.6B telecom security services deal: report. (02:17)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Monday: PYCR, VRT, and more
NYC is first U.S. city to charge congestion toll, but Trump could end program
Nvidia is headlining CES; here are 5 chip stocks rated higher
SA Asks: Which biotechs are most likely to be acquired near-term?

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Published 2025-01-03

Biden poised to block US Steel deal: report

5 min
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Biden to block U.S. Steel's sale to Japan's Nippon - reports. (00:26) Gannett (GCI), Reuters (TRI) to bundle content for US regional, local outlets. (01:32) Samsung smart refrigerators can now order groceries through Instacart (CART). (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Friday: X, CVNA, and more
Tesla China sales hit record high level in December
Data check: Pizza stocks often heat up when cold weather slams the U.S.
Bulls vs. Bears: Is the Schwab U.S. Dividend Equity ETF a good investment?

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Published 2025-01-02

Room for disappointments in 2025 and into 2026

12 min
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Kirk Spano shares why the stock market and Bitcoin are the most interesting things to talk about (0:30). President Trump is inheriting a really good economy on all metrics, but hard to forecast for 2025 (3:20). This is an excerpt from a recent Investing Experts episode.

Episode transcripts: seekingalpha.com/wsb

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Expect A Roller Coaster Stock Market In 2025
Here's Who Should Buy The Discount At Grayscale Bitcoin Trust
Kirk's Margin of Safety Investing Group

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Published 2025-01-02

Alibaba sells Sun Art at $2B loss

5 min
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Alibaba (BABA) to sell stake in China's hypermarket chain Sun Art for $1.58B. (00:29) Brand prescription drugs to rise an average 4.5% in 2025. (01:39) Cybertruck (TSLA) blast driver identified; links to New Orleans attacker are growing. (02:43)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Thursday: Crypto-linked stocks and more
BYD December NEV sales set another record high
Synaptics stock rises 5% after partnership with Google to advance Edge AI for IoT devices
Just do it again: Will Nike keep its lead in 2025 or trip on the track?

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Published 2025-01-01

Tale of the tape for 2024

3 min
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The S&P rose 24% but limped to the finish line. (0:11) Investors see a tougher 2025 in store. (1:43) The most popular stories of 2024 (hint: quantum). (2:16)

Show Notes
S&P closes out the year with four sessions in the red

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Published 2024-12-31

Faraday Future surges with CES reveal ahead

5 min
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Faraday Future (FFIE) skyrockets with model reveals on tap for next week at CES. (00:29) Tempur Sealy (TPX) and Mattress Firm propose concessions to address FTC's opposition. (01:51) Tel Aviv (TVAVF) poised to switch to Monday-to-Friday trading week - report. (02:45)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: VSTM, ACAD
Bill Ackman says common stocks of GSEs offer 'large asymmetric upside'
Trim the Mag 7 and invest in lower valuation dividend growth stocks – Miramar Capital
HIVE Digital relocates head office to U.S. for better ecosystem

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Published 2024-12-30

South Korea orders Boeing 737-800 inspections after fatal crash

4 min
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South Korea to inspect Boeing 737-800s after deadly crash. (00:27) Snow Lake Resources drops, prices $15 million offering. (01:59) "Sonic the Hedgehog 3," "Mufasa" dominate Christmas weekend box office. (02:35)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Top 10 REITs heading into 2025
Google CEO asks employees to brace for challenging 2025
What to watch out for in 2025 (including a rate hike) - Apollo's Slok

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Published 2024-12-29

S&P up 25% heading into end of year

6 min
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The Nasdaq is up 30% and the Dow trails badly, up 14%. (0:34) Housing and manufacturing data dominate short week. (1:57) South Korea plane crash kills 179. (3:07)

Show Notes
Wedbush bullish on Palantir, Salesforce
More than half of U.S. at high risk of power shortages in next decade

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Published 2024-12-27

Netflix lights up Christmas with NFL ratings win

6 min
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Netflix (NFLX) dazzles with record-setting ratings for Christmas NFL games. (00:24) Rigetti (RGTI) leads quantum stocks higher as year-end surge continues. (1:59) Mortgage rates up for the second straight week. (03:20)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Friday: SES, ABAT
Top dividend picks for 2025 according to Seeking Alpha’s Quant metrics
With the new year upon us, a look back at Wall Street's Santa rallies since 2000
Elon Musk says he prefers Lilly’s Mounjaro over Novo’s Ozempic

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Published 2024-12-26

Bain, KKR bids hit $7.6B for Seven & i non-core assets

4 min
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Bain, KKR bids reach $7.6B billion for Seven & i (SVNDY) non-core assets - Reuters. (00:24) Japan Airlines (JAPSY) hit by cyberattack, flights delayed. (01:28) DoubleU Games (DDI) to buy Turkish gaming studio Paxie Games. (02:13)

Episode transcripts seekingalpha.com/wsb.

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Sanctions? Russia is now using bitcoin for international trade
China's average housing rent slump to 4-year low in November amid persistent supply gluts
Companies line up to fund Trump inauguration despite withholding support after Jan. 6
Uber's $950M purchase of Delivery Hero's Foodpanda business blocked by Taiwan

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Published 2024-12-24

Starbucks facing biggest barista strike yet

8 min
View
Record number of unionized workers could walk out Christmas Eve. (0:16) American Airlines briefly grounds all flights. (3:24) Netflix gears up for NFL debut. (4:50) Scrooge & Marley spooks investors. (6:08)

Show Notes
Santa rally takes first step, Nasdaq +1.35%
Nasdaq 100 rebalance
Major banks sue Federal Reserve over stress testing framework

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Published 2024-12-24

Biden to rule on US Steel takeover

4 min
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Biden to decide on US Steel takeover after CFIUS deadlocks. (00:22) Rocket Companies stock drops after CFPB sues Rocket Mortgages. (01:53) Abbott in settlement with DexCom over continuous glucose monitors. (02:37)

Episode transcripts seekingalpha.com/wsb.

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Biggest stock movers Tuesday: X, CYTK, and more
Nasdaq 100 rebalance: Meta, Broadcom and Tesla index weighting reduced
FDA approves first generic of Novo Nordisk's Victoza
HIVE Digital Technologies invests $30M in NVIDIA H100 and H200 GPU clusters in Quebec

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Published 2024-12-23

Starbucks strike expands

6 min
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Starbucks (SBUX) union workers are now on strike in nine states. (00:21) Honda (HMC) and Nissan (NSANY) share details of merger talks; Mitsubishi (MMTOF) may also come aboard. (01:39) Stellantis (STLA) calls off plans to lay off 1,000 workers at Ohio Jeep factories: report. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: HMC, RUM
Citi's 10 things to watch for in fintech in 2025
Faraday Future Intelligent Electric gets $30 million financing
Palantir (PLTR), Anduril may form consortium to take on big defense companies: report

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Published 2024-12-22

All aboard the Santa Rally sleigh

6 min
View
The holiday-shortened week will market the start of seasonal stock gains. (0:18) Costs soaring on ChatGPT improvement project. (4:06) How much did the "12 Days of Christmas" cost in '24? (5:14)

Show Notes
Senate passes bill to prevent government shutdown, Biden signs
Dividend Roundup

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Published 2024-12-21

REITs, interest rates and why retail isn't dead

5 min
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Christine Mastandrea, COO of Whitestone REIT, on managing interest rate strategies and why retail isn't dead.

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
REITs: Very Bond-Like

Episode transcripts: seekingalpha.com/wsb

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Published 2024-12-20

Stagflation ahead?

14 min
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Big news this week was the hawkish Fed announcement, which brings up worst-case scenario fear for the market, stagflation (0:50). Moving into AI 2.0, Broadcom as an example (7:00). Home improvement retailers slide; housing in the cross hairs (11:05).

Show Notes
Fed's Hawkish Cut Hits Stocks Hard
Adobe tumbles after outlook disappoints Wall Street
Broadcom, Astera Labs, Marvell get price target boosts at Morgan Stanley

Episode transcripts: seekingalpha.com/wsb

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Published 2024-12-20

Turmoil hits Capitol Hill; Trump threatens tariffs

8 min
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Turmoil hits Capitol Hill and stock futures tumble  (0:20). Trump threatens tariffs (3:55), and EU approves Nvidia's acquisition (5:00). Friday's biggest stock movers (6:00)

Show Notes
EU approves Nvidia's acquisition of Run:ai
Stock index futures tumble as Trump-backed bill fails to pass, fueling shutdown risks
Trump threatens EU with tariffs unless it buys more U.S. oil, gas

Episode transcripts: seekingalpha.com/wsb

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Published 2024-12-19

El Salvador bitcoin Utopia hits IMF snag

7 min
View
Country will sell or discontinue wallet Chivo as part of deal. (0:16) GDP revised higher. (1:05) Micron stumbles and quantum computing stocks take breather. (3:12)

Show Notes
UBS' 25 highest conviction U.S.stocks
FDA issues unfavorable compounded GLP-1 decision

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Published 2024-12-19

Stock futures stabilize after sharp selloff

5 min
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U.S. stock futures stabilize after sharp selloff (0:28). Will Amazon strike during busy holiday season? (2:15) Micron shares slump 16% (3:45).

Episode transcripts: seekingalpha.com/wsb

Show links: 
Micron tumbles as weak Q2 forecast fails to overcome in-line Q1 results
Biggest stock movers Thursday: MU, MESO, and more
Stock index futures rise a day after Fed-fueled selloff

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Published 2024-12-18

Merger buzz powers Nissan, Honda

5 min
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Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Wednesday: COMM, HEI, and more
Microsoft buys twice as many Nvidia AI chips as its biggest rivals - report
Boeing gets back to 767, 777 wide-body production - report
Top picks for 2025 in healthcare, consumer, tech, industrials, energy and more

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Published 2024-12-17

Is the quantum trade eclipsing the AI trade?

7 min
View
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)

Show Notes
Stocks for a tax-loss selling bounce
Waymo picks Tokyo for international robotaxi testing

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-17

TikTok CEO, Trump talk as ban looms

5 min
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TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Tuesday: ZYME, EVGO, and more
Quantum stocks continue to surge as enthusiasm behind tech remains strong
Worst performing stocks for tax loss selling – Wolfe
The hottest auto stock over the last six weeks is not Tesla

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Published 2024-12-16

Wedbush boosts Tesla price targets

5 min
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Full speed ahead: Tesla (TSLA) lands higher price targets from Wedbush. (00:26) Lawmakers call on Apple (AAPL), Google (GOOG) (GOOGL) to prepare for potential TikTok (BDNCE) ban. (01:54) Novo Nordisk (NVO) to park $1.2 billion in a new plant in Denmark for rare disease drugs. (02:46)

Episode transcripts seekingalpha.com/wsb.

Show links: 
Biggest stock movers Monday: SMCI, MSTR, and more
ABC News to pay $15M towards Trump presidential library to settle defamation lawsuit
Tax cut renewals may not spur the economic growth proponents expect - report
SA Asks: How should investors position portfolios ahead of Fed vote?

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Published 2024-12-15

Fed cut baked in this week; what about '25?

7 min
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Quarter-point cut expected, but tariffs could boost inflation next year. (0:18) Micron set to report earnings. (2:14) Goldman's 12 Days of Trading. (4:50)

Show Notes
Palantir in the Nasdaq 100, Super Micro Computer out
Apple developing a foldable iPad - report

Episode transcripts: seekingalpha.com/wsb
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Published 2024-12-14

The world of funds and why U.S. is most attractive

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Dan Malone of Malone Financial talks to us about the world of funds and how he approaches international and U.S. ETFs (0:25). Low conviction on Irish, emerging market funds (3:25). This is an excerpt from a recent Investing Experts conversation.

Episode transcripts: seekingalpha.com/wsb

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