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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Fed seen ending the year with a cut

Fed seen ending the year with a cut

The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names report earnings: Oracle and Broadcom. (1:23) Michael Burry says OpenAI is Netscape. (2:42)Show Notes Earnings...

7 Joulu 20254min

Wall Street Roundup: Netflix deal to buy Warner Brothers

Wall Street Roundup: Netflix deal to buy Warner Brothers

Netflix (NFLX) deal to buy Warner Brothers (0:20). Dollar General (DG), Salesforce (CRM) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).Show NotesCore PCE inflat...

5 Joulu 202523min

China's Nvidia soars 500% after IPO

China's Nvidia soars 500% after IPO

AI chipmaker Moore Threads Technology is rocketing higher on its debut in China. (0:15) White House looks to take more stakes in mineral companies. (1:07) Neocloud company Fluidstack valued at $7 bill...

5 Joulu 20253min

Dr Zuckerberg and the Metaverse of sadness

Dr Zuckerberg and the Metaverse of sadness

Meta looking to make big cuts to Metaverse team as it focuses on AI. (0:15) Is AI’s future now in Paris? (1:18) Is Bugs Bunny destined for Stranger Things? (2:55)Show NotesTop 5 risks for 2026  Episod...

4 Joulu 20254min

Mr Nvidia goes to Washington

Mr Nvidia goes to Washington

Nvidia scores DC lobbying victory with CEO Jensen Huang meeting with Trump. (0:15) Snowflake shares hit as guidance disappoints. (1:20) Insta and Facebook start deactivating Aussie accounts. (2:37)Sho...

4 Joulu 20254min

The year of the robot approaches

The year of the robot approaches

The White House is reportedly making robotics its AI priority in 2026. (0:15) Private payrolls fall in November. (1:57) Nike, Lacoste cited for greenwashing. (2:27)Show NotesStocks crushed by the KAir...

3 Joulu 20253min

Nike shakes up its starting lineup

Nike shakes up its starting lineup

Nike makes top leadership changes as part of turnaround plan. (0:15) Netflix says a combo with HBO Max would be cheaper for viewers. (1:25) YouTube bans users under 16 in Australia. (2:16)    Show Not...

3 Joulu 20254min

Can Garlic cure an AI Code Red?

Can Garlic cure an AI Code Red?

OpenAI’s Garlic to take on Gemini as Altman calls ‘code red.’ (0:15) Apple’s head of AI is out. (1:19) Comcast sues Trump administration for tariff refund. (2:37)Show NotesOnce-in-a-generation opportu...

2 Joulu 20254min

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