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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Jaksot(1000)

Google revisits AR with fresh set of eyes

Google revisits AR with fresh set of eyes

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to...

12 Maalis 20255min

Nuclear reactors are Google's next stop

Nuclear reactors are Google's next stop

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)Show NotesIs this the market bottom?Episode...

11 Maalis 20255min

Oracle dips despite backlog growth

Oracle dips despite backlog growth

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWea...

11 Maalis 20256min

Markets on full recession alert

Markets on full recession alert

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)Show NotesHas th...

10 Maalis 20256min

ServiceNow eyes biggest deal

ServiceNow eyes biggest deal

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Just...

10 Maalis 20255min

Last CPI before tariffs impact

Last CPI before tariffs impact

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show NotesPiper Sandler's actionable picks amid selloff...

9 Maalis 20256min

Recession risk and pockets of strength

Recession risk and pockets of strength

Budweiser keeps pushing higher despite bad headlines (0:30). AI technology segments moving down (3:00). Bitcoin in the short-term and long-term (5:15). Economy not looking as sweet as it was even a mo...

7 Maalis 202510min

Lunar lander woes send Intuitive Machines sliding

Lunar lander woes send Intuitive Machines sliding

Intuitive Machines (LUNR) shares unravel as status of lunar lander remains unclear - update. (00:28) U.S. judge may block Paramount-Skydance (PARAA) (PARA) deal after shareholder suit alleges fiduciar...

7 Maalis 20257min

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