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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Berkshire bids farewell to BYD

Berkshire bids farewell to BYD

Berkshire Hathaway (BRK.B) exits China's BYD after 17 years. (00:23) Nissan's (NSANY) latest ProPilot driving assist to rival Tesla's FSD (TSLA). (01:29) Hamburger Helper sales are said to jump as sho...

22 Sep 20255min

Wall Street Roundup: We need to talk about Intel

Wall Street Roundup: We need to talk about Intel

We need to talk about Intel (and Nvidia) (0:30). FedEx earnings, macro worries (3:00). Fed dot plot, more cuts coming (4:30). Tesla churning higher (8:30). Caterpillar soaring (11:10). Darden drops (1...

19 Sep 202515min

FedEx delivers earnings surprise

FedEx delivers earnings surprise

FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) N...

19 Sep 20256min

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

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