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Wall Street Breakfast

Seeking Alpha
Wall Street Breakfast
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  • Trump, Xi agree on rare earth, tariff relief deal
    Trump cuts fentanyl tariffs on China, reaches rare earths deal with Beijing. (00:22) OpenAI eyes record-breaking $1 trillion IPO - report. (01:49) Microsoft (MSFT) restores Azure after global outage. (02:27) Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: GOOG, META, MSFT, and moreTrump directs Pentagon to resume nuke testing after 33-year pauseMeta Platforms stock sinks after booking $16B one-time charge in Q3Starbucks reports positive comparable store sales for the first time in 7 quartersSign 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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  • Fed cuts rates but Powell flips December script
    The Fed cut rates by 25 bps as expected. But Chairman Jay Powell says one more cut this year is far from a foregone conclusion. (0:16) Stocks end mixed as Treasury yields surge. (2:12)Episode 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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  • Joby’s taking off
    Joby Aviation (JOBY) shares soar after teaming up with Nvidia to advance autonomous flight tech. (00:25) Nvidia (NVDA) stock nears historic $5 trillion mark on upcoming Trump-Xi Blackwell chip talk. (01:17) No food stamps from next month as USDA says 'the well has run dry.’ (01:55)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NVDA, JOBY, ENPH, and moreStarbucks Q4 preview: Analysts caution over declining same-store salesSA analyst upgrades/downgrades: GOOG, INTC, AVGO, WBDThermo Fisher said to eye $10B takeover of clinical trial software firm ClarioSign 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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  • Amazon weighs biggest corporate layoff yet
    Amazon (AMZN) plans to cut up to 30,000 office jobs - Reuters. (00:21)  Meta, Snap, TikTok (BDNCE) to comply with Australia’s under-16 social media ban. (01:41) Strategy (MSTR) gets junk credit rating from S&P in a first for a bitcoin treasury company. (02:25)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: WM, CLS, RMBS, and moreArk Invest CEO Cathie Wood warns of potential AI market correction: ‘A reality check is coming'EU car sales rise 10% in September; Tesla continues losing market share, BYD gains groundApple supplier Skyworks Solutions held talks to acquire rival Qorvo - reportSign 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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  • Qualcomm takes on Nvidia
    Qualcomm is rallying after entering the AI accelerator market. (0:16) Organon CEO out amid scandal. (1:04) Looking at Pets.com 25 years later . (2:55)Show NotesGoldman’s cheap high-quality stocksEpisode 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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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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