Sinopsis
Seeking Alpha's Wall Street Breakfast brings you all the news you need to know for your market day. Released by 800am ET each morning, it is a quick listen that you can put on as you get ready to start your working day. We also publish a weekend Stocks to Watch podcast to prepare you for the week ahead.
Episodios
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AI powers Palantir’s 48% revenue jump
05/08/2025 Duración: 05minPalantir (PLTR) Q2 revenue surges 48% to strike $1B. (00:22) Figma (FIG) stock slides 27% days after meteoric market debut.' (01:57) The California Post' (NWS) coming soon next year. (02:51)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PLTR, HIMS, and moreTaiwan Semi starts legal actions against potential trade secret violators - reportBerkshire Hathaway buys $106.5M in Sirius XM, cuts $230M in DaVitaVertex Pharmaceuticals stock falls as pain drug fails in phase 2Sign 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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Tesla awards Elon 96 million shares
04/08/2025 Duración: 04minThe interim award is aimed at keeping Elon Musk in the CEO slot until 2027. (0:15) Watch out, Duke & Duke. Orange juice futures tumble. (2:42) Charts point to seasonal weakness for the S&P. (3:31)Show NotesTyson Foods rallies after higher beef prices power a beat-and-raise quarterEpisode 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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Boeing defense workers walk off the job
04/08/2025 Duración: 05minBoeing's (BA) defense workers strike for first time since 1996. (00:20) Brazil set to export more coffee to China amid U.S. trade tensions. (01:51) 'Fantastic Four' (DIS) holds No. 1 spot at box office amid debuts of 'The Bad Guys 2' (CMCSA) and 'The Naked Gun' (PARA). (02:32)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: BLDE, COMM, and moreAmphenol set to acquire CommScope unit in $10.5B deal - reportKugler’s sudden exit from Fed accelerates Powell succession planning: UBSSA Graphics: Here are the biggest S&P 500 winners and losers in JulySign 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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Wall Street's big data headache
03/08/2025 Duración: 05minWith BLS data suddenly suspect, can the markets trust nonfarm payrolls and the CPI? (0:17) Palantir and McDonald’s among those reporting earnings this week. (2:27) Berkshire-Hathaway profit down. (3:49)Show Notes Earnings CalendarDividend RoundupEpisode 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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Wall Street Roundup: Tech earnings bring comfort, strange Fed dynamics
01/08/2025 Duración: 15minMicrosoft 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 interesting (13:10).Show Notes: Wall Street slumps to a negative close as trade jitters counter earnings euphoriaUnitedHealth appoints Wayne S. DeVeydt as new CFO, Rex steps downMicrosoft outlines double-digit revenue and operating income growth as AI momentum acceleratesEpisode transcripts: seekingalpha.com/wsbSign 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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Trump signs new tariff order
01/08/2025 Duración: 05minTrump 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)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMZN, FIG, and moreAmazon posts a powerhouse quarter again; shares fall as guidance is weighedApple rises after 'solid' Q3, as Wedbush says iPhone China-beat 'star of the show'Trump issues 60-day ultimatum for big pharma to lower drug pricesSign 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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Microsoft joins the $4 trillion club
31/07/2025 Duración: 05minMicrosoft 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 NotesTesla robotaxi chauffeurs? 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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All eyes on Amazon and Apple
31/07/2025 Duración: 06minApple (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) OpenAI rival Manus reportedly gears up for major upgrade to core agent platform. (03:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: META, MSFT, and moreMeta signals $66B–$72B 2025 capex outlook as superintelligence and AI investments accelerateMicrosoft surges after 'slam-dunk' Q4, company continues to capitalize on 'AI Revolution,' says WedbushQualcomm targets $22B in automotive and IoT revenue by 2029 as AI momentum acceleratesSign 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 holds, markets cut odds of future cuts
30/07/2025 Duración: 03minThe 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 GDP tops forecasts, but underlying growth a worry 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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Starbucks perks up after turnaround update
30/07/2025 Duración: 06minStarbucks (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 off Russia's Far East. (01:59) Strategy (MSTR) buys $2.4B in bitcoins using proceeds from preferred stock sale. (02:52)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SBUX, SOFI, LC, and moreSoFi Technologies stock stumbles after pricing $1.5B share offeringVisa signals momentum in value-added services with 26% revenue growth as digital and AI initiatives advanceMeta faces Italian regulator's probe over AI service in WhatsAppSign 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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UnitedHealth warns on rising medical costs
29/07/2025 Duración: 06minUnitedHealth’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 fails to provide outlook amid macro uncertainty 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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Chart Industries soars on takeover talk
29/07/2025 Duración: 04minBaker 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. (01:10) Core 'Warner Bros.' (WBD) biz to be led by Zaslav; Wiedenfels to head networks unit 'Discovery Global'. (01:56)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: TLRY, PHG, and moreU.S. smartphone shipments edge up in Q2 as tariff fears spur inventory push; Samsung surges, Apple slipsMedicare Part D premiums will sharply rise in 2026 - reportNvidia ordered 300K H20 chips from Taiwan Semiconductor last week - 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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Firefly Aerospace aims to raise $600M via IPO
28/07/2025 Duración: 05minSpace startup Firefly Aerospace looking to raise $600M with IPO (0:20). JP Morgan upgrades Nike; Evercore downgrades Cisco (1:10). Stocks give up nearly all gains after US-EU trade deal (2:00). Luckin Coffee's early expansion test goes smoothly (3:25). AI may hold key to US debt problem (4:20).Show Notes:AI may hold the key to the U.S. debt problem Apollo economist saysLuckin Coffee's early test of U.S. expansion goes smoothlyLNG producers surge after Europe pledges $750B purchases in U.S. trade dealEpisode transcripts: seekingalpha.com/wsbSign 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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China's Zhipu ramps up AI battle
28/07/2025 Duración: 03minRising OpenAI rival Zhipu releases its biggest open-source model to date. (0:16) Tesla confirms Samsung chip deal. (1:01) Baidu unveils next-generation digital human technology. (1:52) Show NotesTrump says a trade deal with China is closeHuawei unveils potential Nvidia rivalInvestors shift to value amid meme frothEpisode 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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Four Mag 7 stocks and the Fed on tap
27/07/2025 Duración: 05minThe Fed is expected to keep rates steady, but Powell will get questions on Fed independence. (0:18) Apple, Microsoft, Meta and Amazon report earnings. (2:37) U.S. and EU announce trade deal (3:44)Show Notes Earnings CalendarDividend RoundupEpisode 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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Wall Street Roundup: Tesla skepticism, Google stands out, DORK shorts
25/07/2025 Duración: 20minTesla's bad report (0:20). Google's outstanding report (2:50). Chipotle down after earnings (4:40). Return of the meme stocks (6:30). Big 4 reporting next week (12:50). Fed commentary coming (16:45).Show Notes: Waiting On Tech Earnings, Don't Overplay Market SeasonalityAlphabet Q2 2025 earnings call transcriptTesla targets autonomous ride-hailing for half of U.S. while ramping Optimus and energy initiativesChipotle Q2 2025 earnings call transcriptEpisode transcripts: seekingalpha.com/wsbSign 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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New Paramount must ditch bias, says FCC in merger OK
25/07/2025 Duración: 05minParamount (PARA) (PARAA) gains as FCC approves Skydance merger. (00:25) Intel (INTC) sees 15% workforce reduction as CEO Tan plans revival. (01:53) Demand for repairs of U.S.-banned Nvidia (NVDA) AI chips soars in China - report. (02:41)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: INTC, PARA, and moreGoogle said to have bagged $1.2B cloud contract from ServiceNowWhat analysts are saying about TeslaDow shares tumble as company swings to loss, slashes dividend amid global weaknessSign 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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The job market that won't quit
24/07/2025 Duración: 05minClaims for jobless benefits hit lowest level since April. (0:15) American Airlines slumps on warning. (1:48) Trump considered breaking up Nvidia but found it ‘not easy.’ (3:07)Show NotesWould replacing Powell at Fed really save on debt? 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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Tesla touts ambitious plans, market shrugs
24/07/2025 Duración: 05minTesla (TSLA) targets autonomous ride-hailing for half of U.S. by year-end while ramping Optimus and energy initiatives. (00:26) Chipotle (CMG) signals confidence in return to mid-single-digit comps while expanding new restaurant openings. (02:02) Trump to visit Federal Reserve, escalating pressure on Chair Powell. (02:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSLA, IBM, and moreKey takeaways from Alphabet's Q2 beat, with stock dipping amid high spending plansServicenow targets $15B-plus subscription revenue for 2026 as AI momentum drives 21.5% growthIBM raises 2025 free cash flow guidance above $13.5B while accelerating AI-driven portfolioSign 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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Meme stocks Class of '25
23/07/2025 Duración: 04minA new batch of stocks are seeing meme-like action and retail interest. (0:15) AT&T tops estimates. (1:37) Fiserv slumps. (2:04)Show NotesWho is paying the tariffs so far? 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.