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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Twelve headlines. One year. 2025

Twelve headlines. One year. 2025

Seeking Alpha’s 2025 year in review spotlights the stories that mattered most to subscribers, tracking the headlines that shaped markets month by month. From AI and tech debates to tariffs, bond marke...

31 Dec 20256min

SoftBank makes good on huge OpenAI investment

SoftBank makes good on huge OpenAI investment

SoftBank has fully  funded its $40 billion investment in ChatGPT. (0:15) Warner set to snub Paramount again. (1:08) China overtakes Japan in global auto sales. (2:02)Show NotesIs silver in a bubble? Q...

30 Dec 20254min

Meta snaps up Manus

Meta snaps up Manus

Meta to acquire Singapore-based Manus for AI agent capabilities. (00:20) Boeing (BA) scores $8.6B contract to build aircraft for Israel Air Force. (01:09) Novo Nordisk (NVO) cuts Wegovy price in China...

30 Dec 20254min

Silver tumbles after breakneck run

Silver tumbles after breakneck run

Spot silver sinks 9% after a huge December rally. (0:15) Nvidia, AMD will kick off CES Vegas. (2:44) Next year looks huge of movie toy tie-ins. (3:11)Show NotesEvercore’s top internet stock for 2026  ...

29 Dec 20254min

Costly click for Coupang

Costly click for Coupang

Coupang (CPNG) promises over $1 billion compensation for data leak victims. (00:24) China's private rocket company LandSpace prepares to stand against Elon Musk's SpaceX - report. (01:16) New York to ...

29 Dec 20254min

Three forces that defined 2025

Three forces that defined 2025

Consumer sentiment revised lower for December as year-ahead inflation expectation revised up a tick. Tech giants brace to spend billions more in CapEx as AI race heats up.  2026 S&P 500 Outlook: I'm T...

26 Dec 20256min

BP cashes in on Castrol

BP cashes in on Castrol

BP to sell 65% stake in Castrol to Stonepeak. (00:24) UiPath (PATH), Versant Media (VSNTV) to join S&P MidCap 400 and SmallCap 600. (01:13) Waymo (GOOG) (GOOGL) plans to update software across fleet a...

24 Dec 20254min

Wegovy without the needle sparks Novo surge

Wegovy without the needle sparks Novo surge

Novo Nordisk (NVO) rises as FDA approves Wegovy pill for obesity. (00:24) Mercedes (MBGAF) to pay $150M settlement over diesel scandal. (01:09) ByteDance (BDNCE) plans $23B capex for 2026 with focus o...

23 Dec 20254min

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