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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McDonald's takes on 'conspiracy' of beef

McDonald's takes on 'conspiracy' of beef

McDonald's sues Big Four beef producers for price fixing. (0:16) Citi says Nvidia is still a buy. (2:28) Wells Fargo shakes up its Signature Picks list, ditching Amazon. (4:30)Show NotesEnd of Lilly o...

8 Okt 20245min

Samsung warns of Q3 profit hit

Samsung warns of Q3 profit hit

Samsung (SSNLF) apologizes as it struggles to keep up with rivals in AI chip race. (00:23) FTX wins court approval to repay customers harmed by crypto firm's demise - report. (01:48) Foxconn is buildi...

8 Okt 20246min

Super Micro Computer up on strong shipment data

Super Micro Computer up on strong shipment data

The AI server company says it is shipping more than 100K GPUs per quarter. (0:16) Apple gets a rare downgrade. (2:21) Google faces new threats to its search dominance. (3:37)Show NotesYield curve inve...

7 Okt 20245min

Starboard takes $1B stake in Pfizer

Starboard takes $1B stake in Pfizer

Activist Starboard takes $1B stake in Pfizer (PFE) - report. (00:23) Rio Tinto (RIO) makes takeover approach to Arcadium Lithium (ALTM). (01:25) ‘Joker’ (WBD) sequel tops box-office sales despite brut...

7 Okt 20245min

Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week

Nvidia AI Summit, Tesla Robotaxi Day, CPI highlight hectic week

Nvidia's three-day summit is one of three AI events. (0:17) Moonshots at the robotaxi event? (1:49) Eyes on consumer inflation after jobs report changes rate-expectation landscape. (2:58)Show NotesGol...

6 Okt 20247min

Spirit Airlines exploring bankruptcy option - report

Spirit Airlines exploring bankruptcy option - report

Spirit Airlines (SAVE) considering bankruptcy filing - WSJ.  (00:24) Port strike ends as dockworkers said to agree on tentative deal with 62% wage hike. (01:16) Is Hims & Hers (HIMS) rally at risk as ...

4 Okt 20245min

Nvidia GPU demand is 'insane'

Nvidia GPU demand is 'insane'

CEO Jensen Huang says the new Blackwells for AI are on track. (0:16) Tesla chief information officer out. (2:57) Lilly weight-loss drug shortage ends. (4:03)Show Notes Crude oil jumps as Biden mention...

3 Okt 20245min

LEVI loses its stitch, weighs Dockers sale

LEVI loses its stitch, weighs Dockers sale

Levi Strauss (LEVI) investors feeling blue on lackluster guidance, Dockers exit. (00:22) Tesla's (TSLA) cheapest Model 3 variant no longer for sale in the U.S. (02:11) Boeing (BA) union asks CEO to 'e...

3 Okt 20246min

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