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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Amazon adds BETA to cart

Amazon adds BETA to cart

Amazon (AMZN) takes 5.3% stake in BETA Technologies, driving shares higher. (00:14) Moderna  (MRNA) shares drop after FDA refuses to file for mRNA-1010 influenza vaccine. (00:45) Estée Lauder (EL) sue...

11 Feb 5min

Flat retail sales highlight K-shaped economy

Flat retail sales highlight K-shaped economy

Retail sales stall as high-income spends, but mid and lower struggle. (0:15) Datadog rallies on upbeat guidance. (1:27) Paramount Skydance sweetens Warner Bros Discovery bid with ticking fee. (1:56)Sh...

10 Feb 3min

BP cuts the flow on buybacks

BP cuts the flow on buybacks

BP beats Q4 top-line estimates; initiates Q1 and FY26 outlook. (00:14) US plans big tech chip tariff carve-outs linked to TSMC investment, FT reports. (01:08) Instacart inks national flower delivery d...

10 Feb 5min

ChatGPT growth reaccelerates

ChatGPT growth reaccelerates

Sam Altman says ChatGPT growth tops 10% monthly amid competition. (0:15) Monday.com plunges as revenue outlook misses. (0:43) China urges banks to curb U.S. Treasury exposure. (1:26)    Show NotesWedb...

9 Feb 3min

HIMS loses weight in premarket trade

HIMS loses weight in premarket trade

Biggest stock movers Monday: SOFI, HIMS, and more. (00:15) Samsung (SSNLF) shares jump on report of imminent HBM4 mass production. (01:03) China's Luckin Coffee (LKNCY) targets Starbucks’ (SBUX) premi...

9 Feb 4min

Delayed data deluge

Delayed data deluge

Delayed jobs report and CPI headline a pivotal data week. (0:17) Coca-Cola, McDonald’s and Cisco lead a busy earnings week. (1:08) Hims & Hers backs off copycat Wegovy. (2:24)  Show NotesChart of the ...

8 Feb 4min

Wall Street Roundup: risk off

Wall Street Roundup: risk off

Risk off concerns, Bitcoin sell off (0:20) Software stocks drop (2:00) Big name AI earnings (4:00) Good news for Hershey (10:45) Next week's earnings and economic data (12:00)Show Notes:President Trum...

6 Feb 18min

Stellantis pays $26B for EV bets

Stellantis pays $26B for EV bets

EV strategy reset: Stellantis (STLA) books $26B charge, won't pay annual dividend in 2026. (00:16) Uber hit with $8.5M verdict in driver sexual assault case. (01:25) Quant check on top crypto names as...

6 Feb 4min

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