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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Intuit announces layoffs as Meta 'bloodbath' starts

Intuit announces layoffs as Meta 'bloodbath' starts

Intuit 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 ...

20 Touko 4min

Big oil bets examined

Big oil bets examined

CFTC 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 subscr...

20 Touko 6min

Ex-OpenAI researcher bets against Nvidia

Ex-OpenAI researcher bets against Nvidia

Leopold 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 NotesB...

19 Touko 4min

Markets eye Iran pause

Markets eye Iran pause

Trump 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 it...

19 Touko 6min

Berkshire back in department stores after 60 years

Berkshire back in department stores after 60 years

Berkshire 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....

18 Touko 3min

Next era of power

Next era of power

NextEra (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 ...

18 Touko 6min

Nvidia faces priced-in perfection

Nvidia faces priced-in perfection

Nvidia 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)  ...

17 Touko 4min

Wall Street Saturday: Shorting consumer stocks with George Noble

Wall Street Saturday: Shorting consumer stocks with George Noble

Legendary investor George Noble talks income investing (0:20) Energy, drillers, gold, miners, and consumer stock shorts (5:30) Catch the full interview on Investing Experts.Show Notes: Best Income Ide...

16 Touko 20min

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