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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Big retailers ask China for help ahead of tariff announcement

Big retailers ask China for help ahead of tariff announcement

Walmart (WMT) pushes Chinese suppliers to reduce prices amid Trump tariff fears - report. (00:23) LG Energy reaches deal to buy GM's stake in Michigan battery JV for $2B. (01:56) Visa (V), American Ex...

2 Huhti 20256min

OpenAI leads the list of biggest unicorns

OpenAI leads the list of biggest unicorns

OpenAI leads top 10 private companies with $300 billion valuation. (0:15) Manufacturing back in contraction territory. (1:35) Jefferies gets bearish on airlines. (3:52) Show NotesThe best stocks to na...

1 Huhti 20256min

Intel CEO Calls for ‘Brutal’ Feedback

Intel CEO Calls for ‘Brutal’ Feedback

Intel CEO vows to refocus on innovation, asks customers to be 'brutally honest'. (00:23) Xiaomi shares fall after fatal crash in China. (01:35) SoftBank said to be in talks to borrow $16.5 billion for...

1 Huhti 20254min

Goldman Sachs gets more bearish on stocks

Goldman Sachs gets more bearish on stocks

Goldman cuts its S&P target for the second time this month. (0:15) Newsmax soars on first trading day. (1:29) CoreWeave continues to struggle after IPO. (1:55)Show NotesIs Apple’s rumored Nvidia serve...

31 Maalis 20254min

Chinese tech stops slip

Chinese tech stops slip

Chinese tech stocks in correction territory amid profit-taking, global selloff. (00:22) Musk’s SpaceX, Apple (AAPL) at loggerheads over satellite internet. (01:40) Eli Lilly’s (LLY) lepodisiran slashe...

31 Maalis 20256min

Tariff D-Day arrives as stagflation fears rise

Tariff D-Day arrives as stagflation fears rise

Wall Street waits for the big tariff announcements on Wednesday. (0:18) Tariff cheat sheet. (2?17) Musk’s xAI acquires Musk’s X. (4:29)Show Notes Earnings CalendarDividend RoundupEpisode transcripts: ...

30 Maalis 20256min

Tariffs, tech sluggishness, gold, bitcoin, and inflation

Tariffs, tech sluggishness, gold, bitcoin, and inflation

Contextualizing auto tariff news for investors (0:20). Tesla's Q1 delivery data (2:20). Tech sluggishness and bright spots (4:15). Novo Nordisk's decline, weight loss drug saturation (5:15). GameStop ...

28 Maalis 202516min

Coffee prices poised to perk up

Coffee prices poised to perk up

Coffee to get pricier as companies pass on costs to consumers. (00:22) CoreWeave (CRWV) sets IPO listing price at $40, less than its earlier midpoint estimate of $51. (02:02) Levi Strauss (LEVI) in ta...

28 Maalis 20256min

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