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Wall Street Breakfast

Podcast Wall Street Breakfast
Seeking Alpha
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/w...

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  • Interesting earnings action coming
    Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).Episode transcripts: seekingalpha.com/wsbShow links: Netflix Q4 2024 Earnings Call TranscriptThe Return Of The AI TradeAI Project Stargate A GoPfizer: One Of The Next Big AI WinnersSign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    14:42
  • Allurion soars on balloon and GLP-1 study plans
    Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Crypto stocks, TXN, and moreTrump third term? Lawmaker proposes constitutional amendmentCACI International's quarterly bookings weigh on federal IT providersCathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    5:22
  • Don't call it a GE comeback
    GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)Show NotesAAII sentiment survey shows massive swing to bulls from bearsAmerican Airlines' outlook overshadows upbeat Q4 resultsEA sinks on FC 25, Dragon Age underperformanceEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    8:15
  • EU weighs EV subsidies amid struggles
    EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC News cuts some jobs - CNBC. (04:00)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: EA, ASTS, and morePuma races to cut costs after FY profit miss sends stock lowerCRISPR Therapeutics stock pops following disclosure of RFK Jr. investmentInsurance stocks on watch as Hughes Fire quickly spreads north of LAFind out more about Seeking Alpha's Virtual Analyst Reports here.
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    6:47
  • Project Stargate is a go
    The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)Show Notes12 Small-cap momentum stocks to watchProcter & Gamble organic salesEpisode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    6:33

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About 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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