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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Jimmy Kimmel pulled from airwaves

Jimmy Kimmel pulled from airwaves

ABC (DIS) pulls Jimmy Kimmel’s show off-air over Charlie Kirk remarks. (00:22) Huawei unveils new AI chip roadmap to challenge Nvidia (NVDA), plans four Ascend releases by 2028. (01:43) Krispy Kreme (...

18 Sep 20256min

Fed cuts rates for first time this year

Fed cuts rates for first time this year

Fed cuts rates by 25 basis points with one dissent. (0:15) Dot plot pencils in two more cuts this year – barely. (1:11) Powell calls move ‘risk management.’ (1:42)Show Notes6 stocks for a Fed rate cut...

17 Sep 20253min

Markets watch Fed as US, UK seal $42B tech deal

Markets watch Fed as US, UK seal $42B tech deal

US-UK tech pact: Trump visit marks $42 billion investment in AI, quantum, nuclear. (00:29) House votes to cede tariff powers to president - report. (01:52) Workday (WDAY) rises after Elliott reveals $...

17 Sep 20257min

Coffee prices are percolating

Coffee prices are percolating

A cup of Joe could see big price hikes with futures surging. (0:15) August retail sales top expectations. (1:34) Meta to unveil Prada smart glasses? (4:53)Show NotesCould the Fed see an unprecedented ...

16 Sep 20255min

DOT grounds Delta-Aeromexico venture

DOT grounds Delta-Aeromexico venture

Delta (DAL), Aeromexico ordered to unwind joint venture by start of 2026. (00:25) Trump's pick Stephen Miran confirmed as Fed governor. (01:49) Webtoon (WBTN) soars as Disney (DIS) picks minority stak...

16 Sep 20257min

Trump calls for earnings just twice a year

Trump calls for earnings just twice a year

The president says ending quarterly reporting will save money. (0:15) Elon Musk buys $1B in Tesla stock. (1:27) Alphabet joins the $3 trillion club. (2:37)Show NotesOpenAI chairman agrees there’s AI b...

15 Sep 20254min

BofA says investors should think BIG

BofA says investors should think BIG

The next big investing theme of the 2020s is B.I.G. - BofA. (00:23) Tesla is said to boost output at German plant on stronger sales. (01:22) North Korean hackers used ChatGPT to fake military IDs - re...

15 Sep 20255min

Fed meeting: dissent is the word

Fed meeting: dissent is the word

Wall Street expects a quarter-point Fed rate cut but sparks could fly at the meeting. (0:17) FedEx facing earnings headwinds. (2:50) OpenAI sees lower rev share with Microsoft. (3:46)Show NotesSeeking...

14 Sep 20255min

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