Wall Street Breakfast
Business & Finance
About
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Episodes
- Cerebras leads IPO rush
Cerebras leads a busy IPO week with investor demand. Applied Materials faces AI demand questions, and April CPI arrives with energy prices driving inflation concerns.
- Wall Street Roundup: Market turning lemons into limoncello
This episode of Wall Street Roundup covers the rally in AI infrastructure stocks, tech stock valuations, Disney earnings, and the current layoff cycle. It also touches on Iran, Micron, and AMD.
- Cloudflare trades staff for AI
Cloudflare (NET) is cutting 1,100 jobs as it transitions to an AI-first operating model. Upwork (UPWK) announced a 24% reduction in its total workforce. IREN has secured a five-year, $3.4 billion AI cloud deal with Nvidia (NVDA).
- DOJ probes timed oil trades
The Department of Justice is investigating multibillion-dollar oil shorts. Other topics include McDonald's global sales, Amazon's expansion of same-day delivery for Ozempic, and strong results from quantum company IonQ.
- SpaceX sets course for one Musk rule
This episode of Wall Street Breakfast covers news regarding SpaceX's IPO and Elon Musk, GameStop CEO Ryan Cohen's suspended account, and DoorDash's record membership signups in Q1. It also touches on other market movers and news.
- Disney rallies on broad growth
This episode of Wall Street Breakfast covers Disney's reported growth across major segments, a 25% jump in Uber's Q1 gross bookings, and oil price swings. Also discussed are Ryan Cohen's remarks on eBay.
- Soda & chips: McDonald's and AMD in focus
McDonald's is launching refreshers and crafted sodas, adding a barista-style role to its stores. AMD's Q1 results and guidance have topped estimates, leading to a rise in its stock. Apple will pay $250 million to settle a shareholder lawsu…
- Global borrowing costs soaring
This episode of Wall Street Breakfast discusses the rise in global borrowing costs, with the UK 30-year yield reaching a 24-year high. It also covers US job openings, Michael Burry exiting GameStop, and news regarding Duolingo and UnitedHe…
- Pinterest Pins Premarket Pop
This Wall Street Breakfast episode discusses Pinterest (PINS) jumping on strong results and Palantir Technologies (PLTR) perking up on Q1 results and guidance. It also covers the DOJ's antitrust investigation into the meatpacking industry.
- Cerebras seeks $3.5B IPO
Cerebras, an AI chipmaker, aims for a $3.5 billion initial public offering. Other news includes Norwegian Cruise Line's fuel cost issues and BlackBerry's QNX software success in vehicles.
- GameStop adds eBay to cart
GameStop makes a takeover attempt for eBay. Spirit Airlines completes passenger refunds. A2 Milk recalls U.S. infant formula batches after toxin detection. This episode also discusses crypto stocks and AI threats to bank accounts.
- Wall Street Roundup: tech reports
This episode discusses tech reports, including Meta, Alphabet, Apple CEO transition, Nasdaq movement, Intel and Microsoft stock performance, and Robinhood earnings. It also touches on the Fed's path forward.
- Sandisk beats, shares slip
This episode of Wall Street Breakfast discusses Sandisk's Q3 revenue, Apple's iPhone revenue during Q2, and Blue Owl's sale of half of SpaceX's stake. It also covers other market news.
- GDP shy, inflation stays hot
This episode of Wall Street Breakfast discusses GDP falling short of expectations and persistent inflation. Other topics include Qualcomm's custom silicon, Avis Budget Group CEO's comments on a short squeeze, and jobless claims reaching a…
- Big Tech delivers, capex jumps
Alphabet stock sees gains on strong financial results. Meta's capital expenditure increase and guidance cause investor concern. Amazon is reportedly discussing a reboot of "The Apprentice" with Don Jr. as a potential host.
- Powell to stay on at the Fed
Jerome Powell will continue as Federal Reserve governor. The FOMC has maintained current interest rates, leading to an increase in Treasury yields.
- Robinhood falls on Q1 miss, expenses boost
This episode of Wall Street Breakfast covers Robinhood's Q1 revenue miss, Trump's policy on Iran, and Disney's streaming strategy regarding ESPN. Other news includes Seagate's post-earnings performance and a Fed chair vote.
- Oil rallies on OPEC shock
On this episode of Wall Street Breakfast, oil rallies on OPEC news, with Shell warning about potential crude supply disruptions. Investors are also preparing for the Fed's policy decision and upcoming mega-cap tech earnings.
- UAE exits OPEC
This episode of Wall Street Breakfast discusses the UAE's exit from OPEC, performance issues for OpenAI partners, and strong organic revenue reported by Coca-Cola. It covers key financial news and market reactions.
- Celestica stumbles post-earnings
Celestica's shares fell despite reporting stronger earnings and upbeat guidance. POET Technologies extended its losses. The German Chancellor commented on the U.S. strategy regarding Iran.
- Microsoft and OpenAI now in open relationship
This episode covers Microsoft and OpenAI's evolving relationship, Domino's financial performance, and United Airlines' CEO discussing a proposed merger with American Airlines. The discussion highlights key business developments from the re…
- Budget airlines seek government aid
Budget airlines are requesting $2.5 billion in government aid. The episode also covers discussions around the Federal Reserve governorship and competition in AI pricing.
- Earnings floodgate opens in Powell's last Fed Week
This episode covers the earnings reports of five Magnificent 7 companies and headlines regarding Powell, Warsh, and Berkshire Hathaway. Additional topics include Trump and a dividend roundup.
- Intel chips fly high
This episode of Wall Street Breakfast discusses Intel's strong Q1 results, a U.S. soldier charged with betting on political events, and Nike's job cuts. Other topics include TSMC, Spirit Airlines, and Microsoft's workforce changes.
- DEA reschedules pot as less dangerous
The DEA has rescheduled marijuana to Schedule III, leading to a surge in cannabis stocks. IBM's stock slipped after holding guidance steady, while Meta faced backlash over employee keystroke tracking. Hasbro stock rose due to Magic: The Ga…
- ServiceNow tanks on margins
This episode of Wall Street Breakfast discusses ServiceNow (NOW) declining due to lower-than-expected margins, Tesla (TSLA) paring gains after a capital expenditure warning, and Lululemon (LULU) appointing a new CEO. It covers major stock…
- Spirit Airlines in line for government bailout
The Trump administration is approaching a rescue deal for Spirit Airlines, which includes a major ownership stake. Boeing has surpassed expectations, while the aluminum market is experiencing a "Black Swan" shock.
- OpenAI faces Florida probe
OpenAI is facing a criminal probe in Florida regarding ChatGPT's role in a mass shooting. Other topics include a proposed UK smoking ban, Netflix's interest in the "Seinfeld" studio lot, and various stock market updates.
- Consumers still spending
March retail sales show an increase, with UnitedHealth revising its financial outlook. Disney has also announced an increase in peak ticket prices for Magic Kingdom in 2027.
- Cook hands Apple to Ternus
Apple CEO Cook steps down, with Ternus named as the new CEO. JetBlue's CEO addresses bankruptcy speculation. Uber discloses an 11.52% stake in Lucid.
- Jersey Mike's eyes $12B IPO valuation
This episode of Wall Street Breakfast discusses Jersey Mike's pursuing a $12 billion IPO valuation, QXO's agreement to acquire TopBuild, and Pepsi's strategy to broaden Gatorade's market presence as an everyday hydration drink.
- Tariff refund rush begins
US Customs is set to launch a tariff refund tool on April 20. Walmart is testing store back rooms to expedite marketplace deliveries. Google is reportedly exploring a new AI chip partnership with Marvell.
- Tesla kicks off Mag 7 earnings
This episode of Wall Street Breakfast discusses Tesla kicking off Mag 7 earnings, with a look into bull and bear cases. Other topics include American Airlines rejecting merger talks with United, and expectations for March retail sales.
- Wall Street Roundup: Good news, earnings news
This episode of Wall Street Breakfast discusses market reactions to Iran opening Hormuz, earnings reports from Netflix and banks, the competition between private credit and traditional banks, recent layoffs at Snap, and anticipation for Te…
- Netflix co-founder logs out (are you sure?)
Reed Hastings is departing as Netflix chairman in June. Federal regulators are set to investigate MLB online distribution deals. OpenAI has committed over $20 billion to Cerebras chip-powered AI servers.
- Europe has six weeks of jet fuel left
The IEA head warns of a significant energy crisis, with Europe having limited jet fuel reserves. Taiwan Semiconductor Manufacturing Company has increased its 2026 outlook due to high demand for AI chips, while microcap stocks have seen a s…
- Ford revamp targets EV growth
Ford is restructuring its operations and leadership to scale its EV and software strategies. Google's stake in SpaceX is projected to exceed $100 billion, while nuclear energy stocks are rallying due to new funding and IPO plans.
- Trump escalates pressure on Powell
President Trump threatens to fire Fed Chair Powell. Bank of America and Morgan Stanley announce Q3 earnings results. Starbucks introduces a new AI tool for drink recommendations.
- CAT powers up ag automation
Caterpillar (CAT) is acquiring autonomous tractor startup Monarch. Maine is considering a moratorium on large data centers. Google (GOOG) (GOOGL) faces new legal challenges regarding its app store.
- Banks mixed as earnings season starts
Earnings season starts with mixed bank results and diverging outlooks. Producer prices rose less than expected. Meta is projected to surpass Google in global digital ad revenue.
- PC rally fades on Nvidia denial
This episode of Wall Street Breakfast discusses PC stocks falling after Nvidia's denial of acquisition talks. Other topics include potential airline mergers and Amazon's reported deal with Globalstar.
- Netflix ad outlook lifts sentiment
Netflix stock sees positive sentiment after an improved ad revenue outlook. Goldman Sachs is experiencing pressure from weaker net interest income and higher provisions for bad loans. Existing home sales have declined due to affordability…
- Flight cuts deepen on fuel shock
Airlines are reducing global schedules due to an energy shock. Tesla has received European approval for its FSD supervised technology, while GSK is concentrating on cancer research with aggressive trials. This episode also covers other mar…
- Earnings season begins as Trump threatens Hormuz blockade
This episode of Wall Street Breakfast discusses the start of earnings season with major banks and tech companies. It also covers President Trump's threat to blockade the Strait of Hormuz and the Federal Reserve's Beige Book influencing the…
- Wall Street Roundup: risk on/risk off
This Wall Street Roundup episode from Wall Street Breakfast covers market reactions to ceasefire headlines, the performance of chip and AI stocks, oil price movements, and a general overview of the stock market. It also touches on declines…
- AI alarm hits Wall Street
This episode covers a meeting between Bessent, Powell, and bank CEOs regarding AI risks. It also discusses Meta's removal of law firm ads and the U.S. Postal Service's request for a stamp price increase.
- STAAR prelims signal upside
STAAR Surgical announced preliminary net sales for the first quarter of 2026. Disney plans to cut 1,000 jobs in a marketing overhaul. Cheap semaglutide copies from India are reportedly challenging Novo Nordisk and impacting Eli Lilly.
- Markets pop on peace hopes
This episode of Wall Street Breakfast discusses market reactions to the suspension of an Iran attack, GoPro's workforce reduction, and the impact of a fire at Kimberly-Clark on its shares. Other topics include various stock movers and deve…
- Quantum computer fever cooling
Mizuho has cut targets on quantum stocks, while Broadcom has seen gains after an AI chip deal with Google. Durable goods orders have fallen, attributed to weak aircraft demand.
- Insurers pop on Medicare rate hike
Insurance stocks, including Humana and UnitedHealth, rise due to a Medicare Advantage rate boost. SpaceX announces its IPO schedule, and Amazon decreases its dependence on USPS. The episode also covers other market news.