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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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

Wall Street Roundup: Macro Week

Wall Street Roundup: Macro Week

Macro week with CPI report, rate expectation changes (0:20) Headline AI layoffs (6:30) Trump and co's trip to China (8:00) Ford's interesting energy story (8:50) Nvidia the next big headline report (1...

15 Touko 13min

POET deal sparks surge

POET deal sparks surge

POET Technologies (POET) revenue beats as AI, hyperscale partnerships expand. (00:14) Trump discloses $220M in trades tied to U.S. companies in Q1. (01:11) Cerebras (CBRS) hits market with near record...

15 Touko 5min

Ford rallies on energy storage push

Ford rallies on energy storage push

Ford gets love for hyperscaler opportunity, not cars. (0:15) Cisco leads Dow as AI infrastructure demand boosts earnings. (1:31) Retail sales rise as tax refunds cushion spending. (1:50)      Show Not...

14 Touko 4min

Cerebras sells like hot chips

Cerebras sells like hot chips

AI chipmaker Cerebras Systems (CBRS) secures $5.55B in the year’s largest IPO. (00:13) Cisco (CSCO) announces layoffs with Q3 results. (01:04) Netflix (NFLX) brings back fan favorites, more NFL games,...

14 Touko 6min

Wholesale inflation hits post-Covid levels

Wholesale inflation hits post-Covid levels

PPI posted its largest monthly increase since 2022. (0:15) Nebius revenue surged nearly sevenfold. (1:24) Meta employees protest workplace tracking software. (2:17)      Show NotesWells Fargo’s playbo...

13 Touko 3min

Dimon warns markets too giddy

Dimon warns markets too giddy

Jamie Dimon warns of 'too much exuberance' in markets. (00:14) Streamlining push: Walmart (WMT) said to cut or relocate 1,000 corporate workers. (01:51) Samsung (SSNLF) recovers from $66B intraday los...

13 Touko 6min

eBay rejects GameStop bid

eBay rejects GameStop bid

Board call’s GME’s $56B takeover proposal neither attractive nor credible. (0:15) Energy prices push April core and headline CPI higher. (0:50) Quantum Computing reports nearly 9,000% revenue growth. ...

12 Touko 3min

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