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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Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics

Microsoft and Meta earnings bring comfort (0:20). Intel left out in the cold (2:20). Post-earnings declines (3:35). Strange and somewhat surprising Fed dynamics (7:55). Earnings next week, AMD most in...

1 Aug 202515min

Trump signs new tariff order

Trump signs new tariff order

Trump issues revised tariff orders. (00:21) Reddit's (RDDT) results topper, robust forecast drive shares higher. (01:49) Palantir (PLTR) lands enterprise deal worth up to $10B from U.S. Army. (02:58)E...

1 Aug 20255min

Microsoft joins the $4 trillion club

Microsoft joins the $4 trillion club

Microsoft joins Nvidia with $4T market cap after ‘slam dunk’ results. (0:15) Meta Platforms rides SuperIntelligence and GenAI higher. (1:06) Fed’s favorite inflation gauges comes in hot. (1:46)  Show ...

31 Juli 20255min

All eyes on Amazon and Apple

All eyes on Amazon and Apple

Apple (AAPL) expected to report 'good headline numbers' says Wedbush. Amazon (AMZN) Q2 2025 Earnings Preview. (00:24) Bessent: Trump baby accounts 'a backdoor' for privatizing Social Security. (02:25)...

31 Juli 20256min

Fed holds, markets cut odds of future cuts

Fed holds, markets cut odds of future cuts

The FOMC keeps rates steady, but with two dissenting votes. (0:16) Odds of a rate cut in September fall below 50%. (1:33) Stocks sell off and yields rise as Chairman Powell speaks. (1:46)Show NotesQ2 ...

30 Juli 20253min

Starbucks perks up after turnaround update

Starbucks perks up after turnaround update

Starbucks (SBUX) outlines acceleration of Green Apron Service to all U.S. stores by mid-August, signals $0.5B labor investment for FY26. (00:20) Tsunami alerts for US West Coast after major earthquake...

30 Juli 20256min

UnitedHealth warns on rising medical costs

UnitedHealth warns on rising medical costs

UnitedHealth’s fresh ’25 outlook comes in below forecasts. (0:15) Novo Nordisk tumbles as it warns on obesity drug sales. (1:31) Union Pacific and Northern Southern seal merger. (5:07)Show NotesUPS fa...

29 Juli 20256min

Chart Industries soars on takeover talk

Chart Industries soars on takeover talk

Baker Hughes (BKR) nears $13.6B deal to buy Chart Industries (GTLS), displacing Flowserve - FT. (00:25) Cadence (CDNS) to pay $140 million to U.S. for selling chip design tech to Chinese university. (...

29 Juli 20254min

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