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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Unemployment rate keeps climbing

Unemployment rate keeps climbing

Latest unemployment rate up to 4.6%, highest since 2021. (0:15) Analysts cool on ice cream pure play. (2:04) Howard Stern inks new Sirius deal. (2:49)Show NotesOne million driverless Teslas by 2035?St...

16 Dec 20253min

Ford takes $19.5B EV reset

Ford takes $19.5B EV reset

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shoppin...

16 Dec 20256min

Tesla stock seen having a monster 2026

Tesla stock seen having a monster 2026

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)Show NotesGoldman’s catch-up stocks for 20...

15 Dec 20254min

Roomba maker files for bankruptcy

Roomba maker files for bankruptcy

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    Show NotesHedge funds are piling into commoditiesEpisode t...

15 Dec 20254min

Wall Street Roundup: market reacts to earnings

Wall Street Roundup: market reacts to earnings

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic chall...

12 Dec 202518min

Broadcom gives AI traders another headache

Broadcom gives AI traders another headache

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    Show NotesOracle's plunge wipes out $25B from Larry Ellison's net worth  Epi...

12 Dec 20253min

Disney licenses characters to OpenAI

Disney licenses characters to OpenAI

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-gen weight-loss drug meets endpointsEpisode transcri...

11 Dec 20254min

Oracle tumbles on revenue miss

Oracle tumbles on revenue miss

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)        Show NotesParamount’s Ellison...

11 Dec 20255min

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