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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Nvidia’s chip reign challenged

Nvidia’s chip reign challenged

Nvidia (NVDA) stock drops after report of Meta considering multi-billion-dollar deal for Google AI chips. (00:25) Bed Bath & Beyond (BBBY) to acquire The Brand House Collective (THBC) in $26.8M deal. ...

25 Marras 20255min

AI trade battles back

AI trade battles back

The Nasdaq rallies more than 2%. (0:15) Novo Nordisk sinks after weight-loss drug falls short on Alzheimer’s test. (1:25) Michael Burry’s big reveal falls short. (1:36)Show NotesChip stocks surgeSign ...

24 Marras 20252min

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

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