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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Ubisoft cracks next level with Tencent

Ubisoft cracks next level with Tencent

Ubisoft gains as Tencent invests in studio behind Assassin’s Creed, Far Cry, Rainbow Six. (00:20) Trump expected to announce 'framework' to cut health costs - report. (01:13) Michael Burry's big stay-...

24 Marras 20255min

Will Burry or BABA invigorate a short week?

Will Burry or BABA invigorate a short week?

Alibaba reports earnings Tuesday: time or buy or sell? (0:40) Michael Burry teases Tuesday announcement. (1:33) DOGE ‘doesn’t exist’ anymore. (2:16)Show Notes50 stocks that mean the most to hedge fund...

23 Marras 20254min

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Wall Street Roundup: Nvidia dips, bitcoin cracks, retail winners emerge

Nvidia earnings - strong results driven by data center growth, but shares slip as markets turn cautious (0:25). Bitcoin drops below $83K, crypto weakness spreads (1:10). Retail earnings: Home Depot vs...

21 Marras 202512min

Brewing U.S. relief with Brazil beans

Brewing U.S. relief with Brazil beans

Trump drops 40% tariffs on Brazilian beef, coffee amid rising food prices. (00:22) Joby Aviation (JOBY) accuses rival Archer Aviation (ACHR) of corporate espionage. (01:26) PepsiCo (PEP) preps for its...

21 Marras 20255min

Nvidia battles the bears

Nvidia battles the bears

Wall Street analysts loved what they saw from Nvidia earnings. (0:15) Long-awaited September jobs report shows solid payroll gains. (1:10) Walmart benefits as consumers eye value. (2:21)Show NotesThis...

20 Marras 20254min

Delayed jobs numbers drop today

Delayed jobs numbers drop today

Long-delayed September nonfarm payrolls expected to be relatively steady vs. August. (00:24) Netflix (NFLX) will keep releasing Warner Bros. (WBD) films in theaters if it bought the studio - report. (...

20 Marras 20256min

Xiaomi EVs power into profit

Xiaomi EVs power into profit

Xiaomi’s EV division makes profit for the first time. (00:23) Workday (WDAY) to buy AI integration platform Pipedream. (01:04) Brookfield (BAM) targets $10B for AI infrastructure fund, investors inclu...

19 Marras 20255min

Cloudflare outage hamstrings internet

Cloudflare outage hamstrings internet

Major apps like ChatGPT and X face disruptions. (0:15). Home Depot blames ‘no storms’ for weak comps. (1:49) Google CEO says nobody immune to an AI bubble pop. (2:37)Show NotesGoldman’s best AI produc...

18 Marras 20254min

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