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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Episodes & Posts
Episodes
Posts
24 MAR 2025 · BofA estimates a third of last year’s https://seekingalpha.com/news/4423929-u-s-household-equity-wealth-could-fall-by-3t-this-quarter?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter could be gone. (0:15) PMI figures indicate GDP https://seekingalpha.com/news/4424125-us-pmi-composite-in-expands-at-faster-pace-in-march-flash-estimate-buoyed-by-services?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter in Q1. (0:44) Boeing snags an https://seekingalpha.com/news/4424056-boeing-upgraded-at-melius-research-on-fighter-win-lockheed-downgraded?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter. (2:57)
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Show Notes
https://seekingalpha.com/news/4423926-fords-popular-f-150-is-being-probed-by-the-nhtsa-for-an-unexpected-gear-shift-issue?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:households_face_3_trillion_in_lost_stock_wealth_this_quarter.
24 MAR 2025 · 23andMe (ME) files for https://seekingalpha.com/news/4423877-23andme-files-for-bankruptcy-ceo-and-co-founder-wojcicki-resigns?source=wsb_podcast:23andme_bankrupt_ceo_out, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to https://seekingalpha.com/news/4423869-james-hardie-industries-to-acquire-azek-for-875b-in-cash-stock?source=wsb_podcast:23andme_bankrupt_ceo_out for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI https://seekingalpha.com/news/4423878-korean-ai-chip-startup-furiosaai-rejects-metas-800-million-offer---report?source=wsb_podcast:23andme_bankrupt_ceo_out’s (META) $800 million offer - report. (02:24)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:23andme_bankrupt_ceo_out.
Show links:Â
https://seekingalpha.com/news/4423915-biggest-stock-movers-monday-tsla-riot-and-more?source=wsb_podcast:23andme_bankrupt_ceo_out
https://seekingalpha.com/news/4423863-international-names-dominate-list-of-cheap-stocks-with-strong-momentum?source=wsb_podcast:23andme_bankrupt_ceo_out
https://seekingalpha.com/news/4423868-ai-boom-echoes-dot-com-bubble-but-with-key-differences-bloomberg?source=wsb_podcast:23andme_bankrupt_ceo_out
https://seekingalpha.com/news/4423858-luxury-cars-face-biggest-challenges-from-trumps-tariffs-wsj-reports?source=wsb_podcast:23andme_bankrupt_ceo_out
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:23andme_bankrupt_ceo_out and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:23andme_bankrupt_ceo_out.
23 MAR 2025 · The Fed's favorite inflation measure is seen ticking up. (0:17) https://seekingalpha.com/news/4422734-coreweave-seeks-26b-valuation-in-us-ipo?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos will gauge AI trade demand. (1:55) GameStop https://seekingalpha.com/news/4423378-earnings-week-ahead-lulu-chwy-dltr-gme-csiq-and-more?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos on tap. (2:48)
Show Notes
https://seekingalpha.com/news/4422927-bofa-picks-36-stocks-to-help-weather-market-downturns?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos
https://seekingalpha.com/news/4423386-dividend-roundup-jpmorgan-chase-qualcomm-humana-ralph-lauren-and-more?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:tests_for_transitory_inflaiton_and_ai_ipos.
21 MAR 2025 · No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:summer_rates_coming
Show links:Â
https://seekingalpha.com/news/4422584-gold-extends-rally-after-fed-holds-the-line-on-interest-rates?source=wsb_podcast:summer_rates_coming
https://seekingalpha.com/news/4423383-federal-reserves-modestly-restrictive-stance-remains-appropriate-amid-economic-uncertainty-ny-feds-williams-says?source=wsb_podcast:summer_rates_coming
https://seekingalpha.com/news/4422288-intel-sinks-as-euphoria-surrounding-new-ceo-foundry-tie-up-fade?source=wsb_podcast:summer_rates_coming
https://seekingalpha.com/article/4768754-adobe-inc-adbe-adobe-summit-2025-investor-meeting-conference-transcript?source=wsb_podcast:summer_rates_coming
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:summer_rates_coming and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:summer_rates_coming.
21 MAR 2025 · https://seekingalpha.com/news/4423216-gold-futures-add-to-record-in-eight-day-win-streak-citi-sees-gold-up-to-3500-by-year-end?source=wsb_podcast:gold_extends_record_run add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 https://seekingalpha.com/news/4423054-nike-turns-lower-after-guiding-for-a-double-digit-decline-in-fq4-revenue-amid-global-headwinds?source=wsb_podcast:gold_extends_record_run amid global headwinds. (01:12) Florida to weigh proposal to https://seekingalpha.com/news/4423259-florida-lawmakers-proposals-property-tax-reforms?source=wsb_podcast:gold_extends_record_run. (02:10)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:gold_extends_record_run.
Show links:Â
https://seekingalpha.com/news/4423287-biggest-stock-movers-friday-quantum-stocks-fdx-and-more?source=wsb_podcast:gold_extends_record_run
https://seekingalpha.com/news/4423262-trump-to-announce-new-air-force-contract-for-next-gen-fighter-jet?source=wsb_podcast:gold_extends_record_run
https://seekingalpha.com/news/4423282-nvidia-teams-up-with-french-quantum-computing-start-up-pasqal?source=wsb_podcast:gold_extends_record_run
https://seekingalpha.com/news/4423235-fedex-targets-2_2b-drive-savings-for-fy25-amid-strategic-network-transformation?source=wsb_podcast:gold_extends_record_run
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:gold_extends_record_run and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:gold_extends_record_run.
20 MAR 2025 · The CoreWeave https://seekingalpha.com/news/4422734-coreweave-seeks-26b-valuation-in-us-ipo?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo is scaled back from initial expectations. (0:15) Existing home sales https://seekingalpha.com/news/4422823-existing-home-sales-surprise-higher-in-february-on-lower-rates-higher-supply?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo. (2:47) Accenture warns about DOGE https://seekingalpha.com/news/4422693-accenture-beats-q2-estimates-as-managed-services-drive-revenue-growth?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo. (3:45)Â
Show Notes
https://seekingalpha.com/news/4422739-nearly-all-the-ai-valuation-premium-in-the-nasdaq-100-has-evaporated?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:nvidia_backed_coreweave_aims_to_raise_2.7b_in_ipo.
20 MAR 2025 · NCAA https://seekingalpha.com/news/4422564-ncaa-march-madness-watch-draftkings-fanduel-robinhood-and-long-shot-grand-canyon?source=wsb_podcast:march_madness_heats_up_bets_roll_in: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in https://seekingalpha.com/news/4422576-coreweave-seeks-shares-ranging-from-47-to-55-in-ipo-report?source=wsb_podcast:march_madness_heats_up_bets_roll_in: report. (02:02) Sanofi (SNY) strikes autoimmune https://seekingalpha.com/news/4422629-sanofi-strikes-autoimmune-drug-deal-for-up-to-19b?source=wsb_podcast:march_madness_heats_up_bets_roll_in for up to $1.9B. (03:25)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:march_madness_heats_up_bets_roll_in.
Show links:Â
https://seekingalpha.com/news/4422630-biggest-stock-movers-thursday-yy-five-and-more?source=wsb_podcast:march_madness_heats_up_bets_roll_in
https://seekingalpha.com/news/4422620-trump-federal-reserve-interest-rates-tariffs-economy?source=wsb_podcast:march_madness_heats_up_bets_roll_in
https://seekingalpha.com/news/4422618-musks-x-raises-almost-1-billion-in-new-equity-funding---report?source=wsb_podcast:march_madness_heats_up_bets_roll_in
https://seekingalpha.com/news/4422584-gold-extends-rally-after-fed-holds-the-line-on-interest-rates?source=wsb_podcast:march_madness_heats_up_bets_roll_in
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:march_madness_heats_up_bets_roll_in and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:march_madness_heats_up_bets_roll_in.
19 MAR 2025 · The Fed chief https://seekingalpha.com/news/4422398-federal-reserve-seeks-to-discern-signal-from-the-noise-amid-policy-uncertainties-powell-press-conference?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory COVID-era prediction as FOMC https://seekingalpha.com/news/4422390-federal-reserve-holds-steady-on-rate-outlook-sees-slower-growth-higher-inflation?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory. (0:16) https://seekingalpha.com/news/4422390-federal-reserve-holds-steady-on-rate-outlook-sees-slower-growth-higher-inflation?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory shows higher inflation, lower growth forecasts. (1:52) Stocks https://seekingalpha.com/news/4422234-stock-market-news-today-nasdaq-sp500-dow-jones?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory as yields retreat. (3:30)
Show Notes
https://seekingalpha.com/news/4422074-nvidias-gtc-show-it-keeps-pushing-the-envelope-in-ai-analysts?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory
https://seekingalpha.com/news/4422286-international-etfs-are-severely-outperforming-the-us-this-is-why-you-diversify-analyst?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:fed_deja_vu_powell_calls_tariff_inflation_transitory.
19 MAR 2025 · General Motors (GM) https://seekingalpha.com/news/4421986-general-motors-deepens-its-partnership-with-nvidia-as-it-looks-toward-next-gen-vehicles?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to https://seekingalpha.com/news/4421997-xiaomi-said-to-mull-expansion-of-second-ev-factory-in-beijing-amid-surge-in-demand?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch https://seekingalpha.com/news/4422004-autodesk-starboard-value-preparing-proxy-fight?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles at Autodesk (ADSK). (02:55)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles.
Show links:Â
https://seekingalpha.com/news/4422011-biggest-stock-movers-wednesday-stne-gild-and-more?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles
https://seekingalpha.com/news/4421780-nvidia-gtc-2025-reasoning-robotics-and-more?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles
https://seekingalpha.com/news/4421995-tesla-removed-from-2025-vancouver-international-auto-show?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles
https://seekingalpha.com/news/4421938-sa-asks-how-will-the-32b-wiz-deal-impact-google?source=wsb_podcast:gm_deepens_nvidia_partnership_for_next_gen_vehicles
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18 MAR 2025 · Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent https://seekingalpha.com/article/4754812-claudia-sahm-on-us-economic-effects-the-details-matter?source=wsb_podcast:tariffs_other_inflationary_pressures.
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:tariffs_other_inflationary_pressures
Show links:Â
https://seekingalpha.com/news/4421244-dollar-sinks-on-economic-worries-ahead-of-the-fed-meet-currency-recap?source=wsb_podcast:tariffs_other_inflationary_pressures
https://seekingalpha.com/news/4421588-wholesale-egg-prices-drop-retail-outlook?source=wsb_podcast:tariffs_other_inflationary_pressures
https://seekingalpha.com/news/4421802-federal-reserve-expected-to-hold-rates-while-uncertainties-put-the-dot-plot-sep-in-focus?source=wsb_podcast:tariffs_other_inflationary_pressures
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:tariffs_other_inflationary_pressures and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:tariffs_other_inflationary_pressures.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Information
| Author | Seeking Alpha |
| Organization | Seeking Alpha |
| Categories | Business News , Investing |
| Website | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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