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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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

Wall Street Roundup: red flag, green flag

Wall Street Roundup: red flag, green flag

Oracle jumps to a new high on earnings, up 85% YTD (0:30). Adobe down - is monetization keeping pace? (1:35) Broadcom, Nebius surge on customer acquisitions (3:00). LULU drops post-earnings; retail an...

12 Sep 202519min

Microsoft, OpenAI chart new path

Microsoft, OpenAI chart new path

Microsoft, OpenAI (MSFT) redefine ties in shift to for-profit model. (00:24) Warner Bros. Discovery (WBD) jumps on report Paramount Skydance (PSKY) preparing offer. (01:37) Apple Watch (AAPL) hyperten...

12 Sep 20256min

CPI clears way for Fed rate cut

CPI clears way for Fed rate cut

Core CPI sticky, but arrives as expected. (0:15) Jobless claims hit four-year high. (1:25) The humanoid robot that can cook. (4:24)Show NotesWhat did an AI-simulated Fed meeting reveal?Apple downgrade...

11 Sep 20255min

Futures edge higher ahead of CPI report

Futures edge higher ahead of CPI report

Stock index futures (SPX) tick up as investors brace for retail inflation report. (00:26) Gun stocks rise in wake of Charlie Kirk shooting. (01:42) Jack Ma’s Ant Group (BABA) unveils first humanoid ro...

11 Sep 20255min

Klarna pops on NYSE debut

Klarna pops on NYSE debut

Buy-now-pay-later company Klarna raised $1.37 billion with its IPO. (0:15) Wholesale inflation comes in cool. (2:11) GameStop cash pile more than doubles to $8.7 billion. (3:28)Show NotesChewy tumbles...

10 Sep 20255min

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