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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Inflation shows little tariff impact

Inflation shows little tariff impact

The April CPI report comes in on the dovish side. (0:15) UnitedHealth CEO steps down. (2:08) AMC announces 50% off Wednesday movies. (3:36)  Show NotesGoldman Sachs boosts S&P target in wake of tariff...

13 Touko 20255min

FedEx lands Amazon deal as UPS scales back

FedEx lands Amazon deal as UPS scales back

FedEx inks deal with Amazon to fill delivery gaps left by UPS. (00:21) Samsung launches ultra-thin Galaxy S25 Edge as Apple reportedly prepares iPhone Air. (01:18) Coinbase to join S&P 500 index, shar...

13 Touko 20255min

Markets react as U.S., China call tariff timeout

Markets react as U.S., China call tariff timeout

U.S. and China to pause most tariffs for 90 days, slash reciprocal rates. (00:19) Amazon-backed Scale AI sets sights on Saudi expansion. (01:25) Trump vows to cut drug prices in the U.S. by up to 80%....

12 Touko 20255min

The stock market remains undefeated

The stock market remains undefeated

Renowned investor Barry Ritholtz contextualizes the hot rhetoric between Powell and Trump, inflation targets, and our era of fiscal stimulus (1:00). What happens at the June meeting and beyond? (6:50)...

11 Touko 20258min

Boots, Beats & Billion-Dollar Brands

Boots, Beats & Billion-Dollar Brands

Pop culture icons like Beyoncé and Taylor Swift are fueling a major resurgence in western wear, from cowboy boots to denim. Their influence, along with shows like Yellowstone and the SEC football scen...

10 Touko 20258min

Optimistic with an asterisk

Optimistic with an asterisk

Standout this past week was Disney (0:20). Internet commerce earnings (2:30). Upcoming earnings from Walmart (5:50) Fed's strange communication (8:00). Bond market update (13:25).Episode transcripts: ...

9 Touko 202516min

IAG fuels fleet with Boeing, Airbus buys

IAG fuels fleet with Boeing, Airbus buys

British Airways (EADSF) owner IAG orders 53 Boeing, Airbus planes for long-haul fleet. (00:19) Monster Beverage (MNST) sales slump on weak demand for alcohol beverages. (01:36) Expedia's (EXPE) anemic...

9 Touko 20255min

Why Q1 GDP was actually really good

Why Q1 GDP was actually really good

James Kostohryz, who runs Successful Portfolio Strategy, explains why the Q1 GDP number was actually really good. This is an excerpt from a recent Investing Experts episode.Episode transcripts: seekin...

8 Touko 20256min

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