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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Holidays getting a retail therapy boost

Holidays getting a retail therapy boost

Wells Fargo says fears about jobs and tariffs may actually boost festive spending. (0:15) Snowflake and Palantir team up. (1:55) Jack in the Box selling Del Taco. (3:02)Show NotesThe fastest drive-thr...

16 Loka 20254min

GIC sues Nio over inflated revenue

GIC sues Nio over inflated revenue

Nio (NIO) slides after Singapore wealth fund accuses EV maker of inflating revenue. (00:28) Nvidia (NVDA) joins $2.9 billion data center initiative in Australia. (01:35) These are the fastest of the f...

16 Loka 20255min

Amazon swapping humans for AI

Amazon swapping humans for AI

Amazon eyes layoffs in human resources as it spends big on AI. (0:15) Daily AI use rises. (1:16) Fund managers see AI bubble as the biggest risk. (3:09)Show NotesDriverless cabs coming to LondonEpisod...

15 Loka 20254min

Stellantis bets on U.S. production

Stellantis bets on U.S. production

Stellantis (STLA) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix (NFLX) to carry video podcasts under new tie-up with Spotify (SPOT). (01:40) JPMorgan CEO Jamie Dimon s...

15 Loka 20256min

Banks beat the Street

Banks beat the Street

J.P. Morgan, Goldman, Wells Fargo top estimates. (0:16) Oracle deploying 50,000 AMD chips. (1:41) Geopolitical arbitrage increasing as Americans seed golden visas. (2:14)Show NotesHSBC’s 10 stock pick...

14 Loka 20253min

Papa John’s delivers a hot slice

Papa John’s delivers a hot slice

Papa John's (PZZA) soars after report of takeover offer. (00:22) Roche (RHBBY), Eli Lilly (LLY) Alzheimer's blood diagnostic test wins FDA approval. (01:02) Japanese payment app PayPay valuation to li...

14 Loka 20255min

Broadcom gets the OpenAi bump

Broadcom gets the OpenAi bump

The companies team up for 10 gigawatts of custom AI accelerators. (0:15) Paramount ready to bid again for Warner. (0:54) Silver squeeze continues. (2:59)Show Notes30 stocks showing signs of frothBeyon...

13 Loka 20254min

Crypto bounces back

Crypto bounces back

Crypto markets rebound as Trump, Vance signal openness to China trade deal. (00:25) Xiaomi shares slide following reports of EV crash. (02:10) UPS telling some customers packages bound for the U.S. ar...

13 Loka 20256min

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