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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Nebius rockets on $17B Microsoft deal

Nebius rockets on $17B Microsoft deal

Nebius (NBIS) rockets after inking $17.4B deal with Microsoft (MSFT) for AI infrastructure. (00:24) Novartis (NVS) to acquire Tourmaline Bio (TRML) in $1.4B all-cash deal. (01:11) NFL's YouTube (GOOG)...

9 Syys 20255min

Tesla U.S. market share at 8-year low

Tesla U.S. market share at 8-year low

Tesla’s share of U.S. EV market drops below 40% (0:15) UnitedHealth reaffirms outlook (1:25) Goldman sees global music revenues doubling by 2035 (3:16)Show NotesThe non-tech sectors talking AIEpisode ...

8 Syys 20254min

S&P 500 shuffle sparks market moves

S&P 500 shuffle sparks market moves

Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - rep...

8 Syys 20255min

Stagflation alarms could sound this week

Stagflation alarms could sound this week

The CPI hits on Thursday with eyes on prices amid recession concerns. (0:17) Kroger earnings could benefit from a switch to value. (2:23) OpenAI boosts spending outlook to $115B. (3:18)Show NotesWedbu...

7 Syys 20255min

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

Wall Street Roundup: jobs data, gold highs, AI + tariff impact

Jobs data and politicized rate cuts (0:25) Gold highs, silver surging (2:10) Retail earnings a mix (3:25) Google and how AI is hitting bottom lines (6:45)Take our Investment News Quiz!Show NotesWall S...

5 Syys 202510min

Futures tick up ahead of jobs data

Futures tick up ahead of jobs data

Stock index futures in green as traders brace for big jobs report. (00:28) DoJ sues Southern California Edison for sparking two wildfires. (01:47) OpenAI to launch its first AI chip with Broadcom: rep...

5 Syys 20255min

Nvidia stealing a march on quantum computing

Nvidia stealing a march on quantum computing

Nvidia’s VC unit is investing in Honeywell's Quantinuum. (0:15) SoFi launching AI agent ETF. (2:15) Job cuts this year already exceed 2024’s total. (3:07) Show NotesSalesforce slumps post-earnings RFK...

4 Syys 20254min

Football returns, ad dollars pour in

Football returns, ad dollars pour in

NBCUniversal (CMCSA) already sold all of its advertising inventory for Super Bowl LX. (00:25) American Eagle Outfitters (AEO) soars as Sydney Sweeney campaign pays off. (01:51) Gold reaches another re...

4 Syys 20256min

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