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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Ad deal buzz lifts Trade Desk

Ad deal buzz lifts Trade Desk

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade ...

5 Mars 5min

Rate-cut plans hit an oil slick

Rate-cut plans hit an oil slick

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to w...

4 Mars 4min

CrowdStrike ARR Tops $5.2B

CrowdStrike ARR Tops $5.2B

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue...

4 Mars 5min

Dip buyers face froth fighters

Dip buyers face froth fighters

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     Show NotesThe Jefferies AI Beneficiary Bask...

3 Mars 4min

Tech drags futures lower

Tech drags futures lower

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...

3 Mars 5min

Travel stocks slide in wake of conflict

Travel stocks slide in wake of conflict

Cruise lines, airlines, hotels all struggle. (0:15) AES plunges after agreeing to buyout. (1:41) ISM Manufacturing Index tops expectations. (2:05)Show NotesThe Jefferies AI Risk BasketEpisode transcri...

2 Mars 4min

War shock sends oil up

War shock sends oil up

Oil jumps to multiyear high as Hormuz disruption shakes global supply. (00:13)  Gold rises above $5,400 as U.S.-Israel-Iran conflict escalates. (01:20) US-Israel war disrupts Gulf logistics; FedEx (FD...

2 Mars 5min

Khamenei killed, oil set to surge

Khamenei killed, oil set to surge

What’s next for oil and gold after Iran strikes. (0:17) February payrolls seen up 60K. (1:48) Berkshire Hathaway cash pile grows as Buffett exits. (2:50)Show NotesOpenAI says Anthropic not supply chai...

1 Mars 4min

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