Podcast
Wall Street Breakfast
Hosted by Seeking Alpha · EN
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
112episodes
Episodes
Newest firstAll episodes
Summer travel meets FIFA fever
4d ago00:08:24Tap to summarizeAs Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026. While retailers, airlines and short-term rental companies are already cashing in on the global tournament buzz, many hotels in host cities say bookings have yet to meet expectations. With millions of fans expected across North America, companies like United Airlines (UAL) Airbnb (ABNB) and Marriott (MAR) are betting late-breaking travel demand will still turn this summer into a winning season.Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: WDAY, ZM, and moreRLJ Lodging Trust (RLJ) Q1 2026 Earnings Call TranscriptHost Hotels & Resorts, Inc. (HST) Q1 2026 Earnings Call TranscriptAirbnb CEO Chesky says company aims to become ‘Amazon for services’ - 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.
Transcribe →Quantum stakes and OpenAI IPO
5d ago00:03:45Tap to summarizeU.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10) OpenAI could launch history’s biggest IPO, raising $60B. (1:59) Show NotesSpaceX says its market rivals total U.S. GDPEpisode 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.
Transcribe →Nvidia bets beyond China
5d ago00:06:22Tap to summarizeNvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink, AI Age. (01:52) PepsiCo (PEP) eyes selective price increases due to increased costs. (03:59)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: INTU, APLD, and moreIran deal looks like a 30-day ceasefire extension - Eurasia GroupTraders bet big on OpenAI beating Anthropic to IPO firstOpenAI prepares to possibly file for IPO as soon as Friday: reportJPMorgan to hire more AI specialists, fewer bankers, Dimon saysSign 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.
Transcribe →Intuit announces layoffs as Meta 'bloodbath' starts
6d ago00:04:01Tap to summarizeIntuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target shares slide after execs warn about weaker consumer sentiment. (1:29) Show NotesCan NVDA learn from NVD.A?UK wants food price capsEpisode 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.
Transcribe →Big oil bets examined
6d ago00:06:10Tap to summarizeCFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail. (02:17) Sony (SONY) raises PlayStation subscription prices. (03:09) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: AMC, RBLX, and moreMeta Platforms begins new round of layoffs affecting ~8,000 employeesNvidia heads into earnings with largest short position in SPX: S3 PartnersTesla steps up 'urgent' FSD hiring in China amid rollout delaysSign 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.
Transcribe →Ex-OpenAI researcher bets against Nvidia
1w ago00:04:06Tap to summarizeLeopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United Airlines bookings. (3:16) Show NotesBest Income Ideas Online SummitEpisode 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.
Transcribe →Markets eye Iran pause
1w ago00:06:05Tap to summarizeTrump calls off planned Iran attack, citing Middle East leaders' request. (00:14) Jury rules against Musk in legal showdown with Altman, OpenAI. (01:23) Royal Caribbean (RCL) falls amid scrutiny on its Mexico water park project. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Tuesday: AGYSSEC eyes plan for trading tokenized versions of stocks on crypto platforms - reportSamsung, union make concessions, but issues remainLululemon slams its founder ahead of contested board voteSign 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.
Transcribe →Berkshire back in department stores after 60 years
1w ago00:03:46Tap to summarizeBerkshire Hathaway discloses Macy’s stake amid turnaround efforts. (0:15) ServiceNow up after BofA highlights autonomous AI potential. (1:10) Lululemon board rebukes founder Chip Wilson ahead of vote. (1:51) Show NotesBest Income Ideas Online SummitEpisode 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.
Transcribe →Next era of power
1w ago00:06:52Tap to summarizeNextEra (NEE) is said to near record $66 billion deal for Dominion Energy (D). (00:13) Bitcoin Depot (BTM) says it filed for Chapter 11 bankruptcy in Texas. (2:00) Starbucks (SBUX) conducting another round of corporate layoffs, closing regional offices. (02:52) Episode transcripts seekingalpha.com/wsb.Show links: Register Now: Best Income Ideas Online Summit Biggest stock movers Monday: RAMP, D, and moreSeven warning signs — and two positives — for the market: BTIG’s KrinskyAmazon faces consumer lawsuit over tariff-related price hikesSA Asks: Which stocks are most exposed to a Chinese blockade of Taiwan?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.
Transcribe →Nvidia faces priced-in perfection
1w ago00:04:00Tap to summarizeNvidia earnings test AI demand and priced-in investor expectations. (0:17) Fed minutes will reveal dissent details. (1:30) SpaceX IPO speculation rises as prediction markets remain skeptical. (2:01) Show NotesBest Income Ideas Online SummitOptions indicate GTA 6 pre-saleEarnings 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 Alpha at seekingalpha.com/subscriptions.
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