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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Jaksot(1000)

CrowdStrike ARR Tops $5.2B

CrowdStrike ARR Tops $5.2B

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue...

4 Maalis 5min

Dip buyers face froth fighters

Dip buyers face froth fighters

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     Show NotesThe Jefferies AI Beneficiary Bask...

3 Maalis 4min

Tech drags futures lower

Tech drags futures lower

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...

3 Maalis 5min

Travel stocks slide in wake of conflict

Travel stocks slide in wake of conflict

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode transcri...

2 Maalis 4min

War shock sends oil up

War shock sends oil up

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FD...

2 Maalis 5min

Khamenei killed, oil set to surge

Khamenei killed, oil set to surge

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show NotesOpenAI says Anthropic not supply chai...

1 Maalis 4min

Wall Street Roundup: Nvidia beats and drops in edgy market

Wall Street Roundup: Nvidia beats and drops in edgy market

Is Nvidia in a trap of its own making? (0:25) Microsoft, IBM, Salesforce and AI moats (2:30) Week's biggest movers (8:00) Netflix bows out; Paramount and Warner Bros closer to deal (10:20)Show links: ...

27 Helmi 19min

Netflix taps out on WBD

Netflix taps out on WBD

Paramount (PSKY) wins the bidding war for Warner Bros. (WBD) as Netflix (NFLX) walks away. (00:18) Anthropic CEO rejects Pentagon demand for unrestricted model access, says threats won’t sway it. (01:...

27 Helmi 5min

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