Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

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Nvidia GPU demand is 'insane'

Nvidia GPU demand is 'insane'

CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)Show Notes Crude oil jumps as Biden mention...

3 Loka 20245min

LEVI loses its stitch, weighs Dockers sale

LEVI loses its stitch, weighs Dockers sale

Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'e...

3 Loka 20246min

Humana tumbles on Medicare numbers

Humana tumbles on Medicare numbers

Members in top-rated Medicare plans for 2025 drop sharply. (0:16) Joby Aviation surges on Toyota investment. (2:08) Tesla deliveries fall short. (4:05)Show NotesBofA’s top 10 ideas for the fourth quar...

2 Loka 20246min

‘Just Do It’ falls flat as stock swooshes down

‘Just Do It’ falls flat as stock swooshes down

Nike (NKE) reports mixed results with a beat on profit, miss on sales; delays Investor Day. (00:25) Samsung (SSNLF) plans to slash thousands of positions: report. (01:24) Middle East conflict: Fears o...

2 Loka 20246min

Israel braces for Iran missile attack

Israel braces for Iran missile attack

Stocks sink, oil gains as reports say Iran attack is 'imminent.' (0:15) Disney downgraded on parks competition. (2:29) Nvidia rival files for IPO. (3:52)Show NotesWells Fargo Q4 tactical ideas include...

1 Loka 20246min

T-Mobile settles data breach cases with FCC for $31.5M

T-Mobile settles data breach cases with FCC for $31.5M

T-Mobile US (TMUS) to settle data breach cases with the FCC for $31.5M. (00:23) CVS Health (CVS) board considering company breakup as part of strategic review - reports. (01:25) PepsiCo (PEP) is repor...

1 Loka 20246min

AT&T exits DirecTV, which buys DISH and Sling

AT&T exits DirecTV, which buys DISH and Sling

TPG-owned DirecTV pays $1 for EchoStar's video distribution business. (0:15) China stock market sees its best day since 2008. (1:26) U.K. becomes the first G7 nation to quit coal. (4:06)Show NotesWall...

30 Syys 20246min

East Coast port strike starts Tuesday

East Coast port strike starts Tuesday

East Coast port strike to begin early Tuesday, union says. (00:23) California Gov. Newsom is said to veto controversial AI safety bill. (01:33) Amazon (AMZN) plots 1st live news special for election n...

30 Syys 20246min

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