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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Stark warning on holiday spending

Stark warning on holiday spending

Holiday spending seen posting biggest decline since pandemic. (0:15) Macy’s rallies, while Dollar Tree warns on tariffs. (1:35) Job openings slump. (3:11)Show NotesChick-Fil-A goes globalEpisode trans...

3 Sep 20255min

Chrome stays put

Chrome stays put

Google (GOOG) (GOOGL) not required to sell Chrome in antitrust remedy ruling. (00:27) Disney (DIS) agrees to pay $10M to settle children's privacy suit with FTC. (01:18) Salesforce (CRM) CEO: AI agent...

3 Sep 20255min

Activists target Pepsi

Activists target Pepsi

Elliott Investment takes $4B stake in PepsiCo (0:15) Kraft Heinz to split into two companies. (1:30) Global bond market selloff. (2:59)Show NotesThe most overbought global stock markets  Episode trans...

2 Sep 20254min

Wall Street futures slip to start September

Wall Street futures slip to start September

Wall Street slides as renewed tariff uncertainty weighs. (00:31) Tesla falls short in India with about 600 orders since launch, Bloomberg News reports. (01:26) Meta created flirty chatbots of celebrit...

2 Sep 20256min

Crucial jobs report highlights short week

Crucial jobs report highlights short week

The unemployment rate is seen ticking higher with payrolls up about 80,000. (0:17) Broadcom earnings give another glimpse on the health of the AI trade. (2:08) Appeals court rules most of Trump’s tari...

31 Aug 20255min

Wall Street Roundup: valuation concerns and uncharted waters

Wall Street Roundup: valuation concerns and uncharted waters

Nvidia report a mixed bag (0:20) Valuation concerns in tech (2:30) NIO and other earnings coming next week (7:40) Jobs report in uncharted waters (9:15).Show NotesNvidia signals $45B Q2 revenue outloo...

29 Aug 202510min

Caterpillar expects bigger tariff hit

Caterpillar expects bigger tariff hit

Caterpillar raised the expected annual and quarterly impact of tariffs on its results. (0:15) Marvell Technology slumps on disappointing outlook. (0:58) Venture capitalist to be interim head of CDC. (...

29 Aug 20254min

'Economy slowing, but still clearly growing'

'Economy slowing, but still clearly growing'

Lumber futures on the edge of bear territory (0:20) Snowflake, HP gaining post-earnings (1:25) U.S. GDP growth revised higher (2:30) Pattern Group Nasdaq IPO (3:45) Teva's GLP-1 weight loss drug (4:40...

28 Aug 20255min

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