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/wsb read less

Our Editor's Take

Experienced and beginner investors alike may enjoy Wall Street Breakfast. In ten minutes every weekday, host Julie Morgan reports top market news. Industry experts join the show for insight into stories about the economy. Because the podcast is easy to understand, it's a great listen, even for non-investors or those new to investing.

Wall Street Breakfast draws information from the popular market research platform Seeking Alpha. The organization also produces the podcast. It offers data tools and a community of expert analysts. This makes the podcast a reliable resource. And Morgan's calm pace and smooth delivery make information easy to follow.

Wall Street Breakfast talks about everything from quarterly earnings to stock market rallies. It explores stock prices, recession worries, and inflation rates. If it's on any investor's mind, it's on this podcast.

Lengthier episodes include interviews covering major economic news. A CEO talks about shareholder complaints. An expert predicts how the Federal Reserve could respond to change. A successful investor studies crypto news.

Wall Street Breakfast offers clarity on complex subjects. For example, if an airline struggled with holiday flights, Morgan would address it. In another episode, Morgan brings on an aerospace expert to discuss its recent investor conference. Market disruptions afoot? An investment leader pitches the best stocks to add to that portfolio. Is the energy industry in flux? Morgan talks about oil markets with an energy expert.

Wall Street Breakfast discusses news from agriculture to tech. It explores everything from World Bank actions to unrest abroad. Morgan gets into the details to help with any portfolio.

The podcast also includes features that help listeners apply information. Morgan interviews top analysts for the podcast's Catalyst Watch segment each week. Analysts explore Twitter polling news, earnings reports, government contracts, and other portfolio concerns. And an economic calendar helps listeners learn what's ahead.

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Cutting the Line? American Airlines Says, ‘Not Today’

Cutting the Line? American Airlines Says, ‘Not Today’

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreBoeing CEO tells employees aviation giant can't afford another mistakeThese private prison stocks have soared on Trump's mass deportation planThe RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sectorSign 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.

Episodes

Cutting the Line? American Airlines Says, ‘Not Today’

Cutting the Line? American Airlines Says, ‘Not Today’

American Airlines (AAL) rolls out software to call out gate lice ahead of holiday rush. (00:28) TikTok (BDNCE), Instagram (META), Snapchat (SNAP) on alert as Australia introduces social media ban for kids. (01:32) Biden administration moves to cancel $4.65B of Ukraine's debt, send more military aid. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: NVDA, PANW, and moreBoeing CEO tells employees aviation giant can't afford another mistakeThese private prison stocks have soared on Trump's mass deportation planThe RealReal is seen as one of the bigger AI beneficiaries in the e-commerce sectorSign 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.

Comcast eyes NBCUniversal cable spinoff

Comcast eyes NBCUniversal cable spinoff

Comcast (CMCSA) set to announce plan to spin off NBCUniversal cable TV networks. (00:25) Stellantis (STLA) delays launch of Ram electric pickup truck to ensure quality. (01:28) Delta Air Lines (DAL) and Shake Shack (SHAK) beef up in-flight meals. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: POWL, KEYS, and moreAdtech firm PubMatic to help Musk's X generate more ad dollarsJPMorgan’s ‘Analyst Focus List’ – growth, income, value, short ideasBiden approves antipersonnel mines for Ukraine to slow Russia's advances - 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.

Bullish trends, financials and infrastructure, Bitcoin break out

Bullish trends, financials and infrastructure, Bitcoin break out

Are the markets pricing in a Goldilocks scenario? Maybe so says David Keller, given the Fed rate cut cycle and economic outlook for 2025 (1:00). Why expectations for financials and infrastrucutre are high (3:40). Crypto patterns, Bitcoin breaking out (7:35). Recorded on November 12. Catch the full conversation on Investing Experts!Episode transcripts: seekingalpha.com/wsbShow links: Sectors all up YTD, but Financials and Energy were the only up last weekBitcoin hits all-time high as it surpasses $93,800Market Misbehavior with David Keller, CMTThe Mindful Investor w/ David Keller, CMTBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Fate Therapeutics rises on Lupus drug data

Fate Therapeutics rises on Lupus drug data

Fate Therapeutics (FATE) closes 12% higher after soaring 73% on drug data (update). (00:25) Super Micro (SMCI) announces appointment of independent auditor, filing of compliance plan with Nasdaq. (02:11) Blackstone (BX) is said to near acquisition of Jersey Mike's sandwich chain. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: SMCI, INCY, and moreNippon Steel makes anti-import promise to win worker support for US Steel dealNo time to chill: Netflix must fix livestreaming before Christmas NFL games or lose faceDOJ to ask judge to push Google to sell Chrome browser - BloombergApple said to offer $100M investment in Indonesia to reverse iPhone 16 banSign 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.

Beware juicy yields and ETF expense ratios

Beware juicy yields and ETF expense ratios

In Kim's absence this week, we're bringing you some conversations from recent Investing Experts podcasts. Today we're discussing interest rates, high yields, REITs and dividends. Ryne Williams warns of juicy yield traps and advises looking at dividend history (0:49). How the macro picture affects price movements, especially in REITs (2:15). Dividend Growth Investing, meanwhile, shares why he prefers dividend ETFs like SCHD and DGRO (4:05). Episode transcripts: seekingalpha.com/wsbShow links: Ryne Williams YouTube channelDividend Growth Investing YouTube channelBlack Friday Sale: 20% Off Seeking Alpha. Find the right investment tools to reach your goals!

Spirit Airlines lands in Chapter 11

Spirit Airlines lands in Chapter 11

Spirit Airlines (SAVE) begins bankruptcy proceedings amid financial woes. (00:21) Caremax (CMAX) files for chapter 11 bankruptcy protection: reports. (01:13) Boeing (BA) sends layoff notices to 400-plus members of professional aerospace union - report. (02:18)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: TSLA, SMCI, and moreNvidia's Blackwell AI chips overheating in servers: reportXi Jinping says China ready to work with Trump 2.0, but warns on crossing 'red lines'Cineworld owners working on plans to return to stock markets: 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.

Here comes the boom: Nvidia

Here comes the boom: Nvidia

Nvidia's guidance could make or break the AI trade for the rest of '24. (0:18) Health check on the housing market. (3:34) First U.S. mpox case. (6:05)Show NotesSuper Micro Computer to file plan on Monday to remain listed on NasdaqDividend RoundupEarnings CalendarEpisode 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.

Tesla, crypto and the Trump trade

Tesla, crypto and the Trump trade

Shopify and AbbVie among the main stocks moving on catalysts this past week (1:10). Evaluating Tesla (2:45). Crypto, Bitcoin run the heart of the Trump Trade (4:40). Nvidia's big earnings coming up (8:05). Why macro data and Fed announcements matter, especially now (9:50).Episode transcripts: seekingalpha.com/wsbShow links: Tesla crosses the $1T market cap level and is valued more than the next ten biggest auto stocks combinedWall Street Brunch: Time To Eye The CPIFavorable environment for crypto, although with several caution signalsSign 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.

Ford hit with $165M fine for recall delay

Ford hit with $165M fine for recall delay

NHTSA slaps Ford with $165M fine for failing to timely issue recall. (00:24) GM's Cruise to pay $500,000 fine for false report on San Francisco car crash. (01:37) Hims & Hers cut to underperform by BoA over Amazon competition. (02:48)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: AMAT, DPZ, ASTS, and moreDefense, government contractor stocks shot down on sudden worries over Trump PentagonFAA sets record for commercial space licenses amid red tape criticismVaccine makers close lower amid reports RFK Jr to head HHS (update)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.

Disney makes a splash with guidance

Disney makes a splash with guidance

Buyers impressed with DIS numbers for '25 and '26. (0:16) Annual PPI numbers come in a little hot. (3:40) Tilman Fertitta expected to go activist with WYNN. (5:30)Show NotesLong Magnificent 7 still considered most crowded tradeASML Holding confirms long-term targets amid AI-fueled chip boomEpisode 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.

Amazon unveils ‘Haul’ for Temu, Shein showdown

Amazon unveils ‘Haul’ for Temu, Shein showdown

Amazon (AMZN) rolls out $20-or-less 'Haul' store to rival Temu (PDD), Shein. (00:24) Vroom files for Chapter 11 bankruptcy protection. (01:11) Meta to roll out ads on Threads early next year - report. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: CSCO, CNH, and morei-80 Gold cut in half after issuing going concern warningExxon to cut nearly 400 Pioneer employees in Texas by 2026Lilly three-year tirzepatide results show sustained weight loss, diabetes benefitsSign 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.

No panic on 'crispy' inflation just yet

No panic on 'crispy' inflation just yet

Annual CPI rises, but in line with expectations. (0:16) Amazon unveils its Black Friday deals. (4:02) Citi shuffles its Thematic 30 pick list. (4:51)Show NotesGroupon slumps 20%, guides Q4 revenue below consensus, cuts FY guidanceSkyworks sinks on earnings as outlook remains tethered to AppleEpisode 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.

Frontier reportedly drops bid for Spirit

Frontier reportedly drops bid for Spirit

Frontier (ULCC) reportedly drops bid for Spirit Airlines (SAVE). (00:22) DirecTV will terminate Dish (SATS) deal unless debt swap resolved - Bloomberg. (01:11) Mexico would retaliate if Trump imposes 25% tariffs, economy chief says. (02:03)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SPOT, RIVN, and moreElon Musk and Vivek Ramaswamy named to lead Trump's government efficiency effortsRivian Automotive and Volkswagen finalize their major EV partnershipSoftBank will be first to receive Nvidia's Blackwell chips to build supercomputerSign 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.

Retail sales bounce back

Retail sales bounce back

National Retail Federation says survey sets up a good holiday season. (0:16) Shopify jumps on earnings. (2:46) Activist Elliott aims for Honeywell breakup. (4:21)Show NotesIs the Magnificent Seven at the end of their magnificent advantage?Home Depot gains after topping comparable sales expectationsEpisode 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.

Southwest Airlines grounds workforce to match capacity

Southwest Airlines grounds workforce to match capacity

Southwest Airlines (LUV) looks to trim workforce to line up with its lower capacity. (00:23) 23andMe (ME) reduces workforce by 40%. (01:13) Occidental Petroleum (OXY) Q3 Earnings Preview: Cautious tone amid debt woes. (02:11)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: LYV, GRAB, and moreBaidu unveils AI smart glasses, text-to-image generator at annual event - reportBitcoin nears $90,000, ETFs see record inflows as institutional demand swellsAmerican Homes 4 Rent upped to Outperform at Evercore on higher mortgage ratesSign 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.

Nvidia gets a big vote of confidence

Nvidia gets a big vote of confidence

Piper Sandler makes NVDA its top large-cap stock pick. (0:15) Amazon looking at smart glasses for drivers to save time. (2:45) Animal Spirits could lift S&P to 6,600. (3:32)Show NotesMonolithic Power Systems tumbles as Blackwell allocation 'at risk'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.

Crypto stocks mining gains premarket

Crypto stocks mining gains premarket

Biggest stock movers Monday: Crypto stocks and TSLA. (00:25) McKesson (MCK), Oracle (ORCL) among finalists to acquire Veradigm: report. (01:10) Smith & Nephew (SNN) investors may push for breakup - Mail on Sunday. (02:10)Episode transcripts seekingalpha.com/wsb.Show links: Earnings week ahead: DIS, BABA, JD, CSCO, HD, OXY, SU, SHOP, AMAT, SPOT, and moreFirefox turns 20: Can Mozilla return to its previous heights?Wall Street picks for bank stocks after Trump's victory include Capital One, PNCSign 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.

Traders brace for latest inflation data

Traders brace for latest inflation data

The core CPI is expected to have risen 0.3% in October. (0:17) Disney, Home Depot, Alibaba highlight earnings calendar. (2:41) Bitcoin hits $80,000. (4:57)Show NotesWells Fargo’s Growth ListDividend RoundupRussia mulling mega oil mergerEpisode 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.

It pays to be a bull

It pays to be a bull

Gary Vaughan from Daily Stock Picks highlights ETFs and why setting your risk tolerance as investor is important (0:10). How the macro picture affects his portfolio performance (1:10). Tech earnings: Apple's valuation is concerning, Google monetizing AI, but is Microsoft? High flyers Amazon, Tesla and Palantir (4:00). This is an excerpt from a recent Investing Experts conversation.Episode 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.

Great expectations: Earnings guidance, Fed cuts

Great expectations: Earnings guidance, Fed cuts

Federal Reserve cuts, risks to dual mandate in balance (0:50), Wendy's getting help from Palantir's AI (2:40), and Japan hits highest levels in weeks.Show links: Wendy's enlists Palantir's AI to keep up with Frosty demandChips mostly rise as earnings fly in; Qualcomm gives up gainsAsian markets mixed after Fed's expected rate cutEpisode 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.