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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Tariff win sends TSMC higher

Tariff win sends TSMC higher

TSMC climbs to record levels as Taiwan says chip giant exempt from Trump tariffs. (00:23) Samsung (SSLNF) shares rise as Apple taps Texas factory for chip supply. (01:10) United Airlines (UAL) resumes...

7 Elo 20255min

Golden Arches comeback

Golden Arches comeback

The Minecraft Movie Meal helped sales at McDonald’s rebound. (0:10) Super Micro shares tumble. (2:21) Telsa, Musk sued over robotaxi. (2:46)Show NotesThe competition for ‘dip alpha’ is heating up  Epi...

6 Elo 20255min

Novo Nordisk trims outlook on rising rivalry

Novo Nordisk trims outlook on rising rivalry

Novo Nordisk (NVO) plans cost cuts amid slower Wegovy growth outlook. (00:22) Disney’s (DIS) ESPN to acquire NFL media assets. (01:35) OpenAI reportedly exploring share sale at $500B valuation. (03:14...

6 Elo 20256min

Trump eyes pharma tariffs at 250%

Trump eyes pharma tariffs at 250%

The president said pharmaceutical tariffs will rise to 250% eventually. (0:15) Trade deficit narrows to smallest in nearly two years. (1:14) The story of the rupee is somewhat too sensational. (3:17)S...

5 Elo 20255min

AI powers Palantir’s 48% revenue jump

AI powers Palantir’s 48% revenue jump

Palantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)Episode tr...

5 Elo 20255min

Tesla awards Elon 96 million shares

Tesla awards Elon 96 million shares

The interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)Show...

4 Elo 20254min

Boeing defense workers walk off the job

Boeing defense workers walk off the job

Boeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box offic...

4 Elo 20255min

Wall Street's big data headache

Wall Street's big data headache

With BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:4...

3 Elo 20255min

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