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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Oracle surges as future contracts pile up

Oracle surges as future contracts pile up

Oracle (ORCL) jumps as surge in remaining performance obligations overshadows Q1 miss. (00:23) Klarna (KLAR) prices IPO above range at $40 a share, valuing it at $15B. (01:37) Federal judge rules Fed ...

10 Syys 20255min

Jobs see record downward benchmark revision

Jobs see record downward benchmark revision

The economy created 911,000 fewer jobs in the 12 months through March. (0:15) News Corp., Fox fall in wake of Murdoch succession resolution. (1:12) Citi warns of a memory shortage. (2:03)Show NotesGol...

9 Syys 20254min

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

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