Synopsis
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 listeners for the week ahead.
Episodes
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Wall Street Roundup: Markets celebrate Powell's Jackson Hole comments
22/08/2025 Duration: 11minReactions to Powell's comments at Jackson Hole (0:30). Walmart, Home Depot and retail earnings (3:55). Nvidia reports next week (6:00). Pressure on Powell (7:10). Palantir declines (9:30).Episode transcripts: seekingalpha.com/wsbShow links: Dow surges to record high as Wall Street rallies on Powell’s Jackson Hole remarksChip stocks gain after Fed Chair Powell's speech at Jackson HoleCleveland Fed Pres. Hammack: Inflation is too high and trending higherSign 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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Markets wait on Powell's next words
22/08/2025 Duration: 05minPowell heads to Jackson Hole amid conflicting economic signals. (00:25) Tech giants Google (GOOGL) (GOOG) & META sign $10 billion cloud deal spanning over six years. (02:05) Cracker Barrel's (CBRL) new logo stirs controversy and adds to share losses. (02:47)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: ZM, NIO, and moreElon Musk, Mark Zuckerberg discussed potential financing of OpenAI takeover bidNvidia to halt work on China-focused H20 AI chip - reportTesla's fastest Cybertruck variant now costs $15,000 higher in the U.S.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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Microsoft clamps down on China
21/08/2025 Duration: 05minMicrosoft (MSFT) curbs Chinese access to cybersecurity flaw data. (00:21) Fox eyes drawing younger viewers with new streaming service. (01:50) Meta pauses AI hiring amid broader restructuring - report. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: COTY, NDSN, and moreSkechers, Tesla, and DoorDash among hedge funds’ new favorite long positions – GSPalantir shorts reap billions amid selloff - report10 standout tech stocks to watch as the Nasdaq slidesSign 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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FDA reels in radioactive shrimp at Walmart
20/08/2025 Duration: 05minWalmart (WMT) recalls shrimp in 13 states after FDA finds radioactive contamination. (00:22) OpenAI challenger Manus hits $90M revenue run rate. (01:32) Graphic design platform Canva initiates share sale at $42B valuation amid IPO push - report. (02:07)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: FUTU, ALC, and moreU.S. expands 50% steel, aluminum tariffs to 407 products, including auto partsIndividual investors likely to slow stock buys in September – Citadel’s Scott RubnerHow does Viking’s oral obesity drug stand up to those of Eli Lilly and Novo?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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Return of the SPAC King
19/08/2025 Duration: 05minChamath Palihapitiya announces SPAC American Exceptionalism Acquisition Corp. (0:15) Home Depot says customers waiting on big projects. (1:23) Viking Therapeutics plunges on weight-loss pill data. (2:43)Show NotesThe Not-So-Nifty 50 revival 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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SoftBank pours $2B into Intel
19/08/2025 Duration: 05minIntel (INTC) scores $2B investment from Japan's SoftBank (STFBY), shares jump after-hours. (00:21) Sinclair (SBGI) reportedly offers to merge broadcast TV operations with Tegna (TGNA). (01:11) Crocs (CROX) partnering with NFL for team-branded clogs and charms - report. (02:13)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: PANW, BLNK, and moreZelenskyy courts Trump with $90B defense package for U.S. protectionNvidia said to develop new AI chip for China that beats the H20Arm Holdings said to poach Amazon AI chip execSign 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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Dan Ives shakes up his AI 30
18/08/2025 Duration: 03minWedbush tech analyst Ives swaps in four new names for the IVES AI 30 list. (0:15) Dayforce surges on takeover speculation. (1:17) Soho House goes private for $9 a share. (2:16)Show NotesStocks retail investors love the most 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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Penny stock selloffs spark scam fears - report
18/08/2025 Duration: 05minPenny stock selloffs fuel concerns over pump-and-dump scams - report. (00:21) Google (GOOG) (GOOGL) agrees to $36 million fine over anti-competitive deals with Australian telcos. (01:50) Air Canada (ACDVF) cabin crew defy back-to-work order, vow to keep striking. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NVO, DAY, and moreStocks retail investors like the leastStocks retail investors love the mostTesla almost halves monthly leasing payments in UK as sales drop - 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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What will Powell say at Jackson Hole?
17/08/2025 Duration: 06minMarkets expect the Fed chief to signal a rate cut, but will he? (0:17) Walmart earnings: bull case and bear case. (3:01) Another Meta AI revamp? (5:06)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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UnitedHealth jumps as funds boost stakes
15/08/2025 Duration: 05minBerkshire Hathaway (BRK.B) takes new stakes in UnitedHealth (UNH), Nucor (NUE); pares back on Apple (AAPL). (00:22) Intel (INTC) spikes on speculation US considers taking stake in chip company: report. (01:22) Airbnb (ABNB) launches more flexible payment options with Reserve Now, Pay Later. (03:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: AMAT, UNH, and moreApplied Materials signals Q4 revenue decline to $6.7B amid China uncertainty and leading-edge logic delaysCathie Wood bets big on Bullish IPO, buys over 2.5M sharesOracle to offer Google’s Gemini AI models to its customersSign 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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Wholesale inflation soars
14/08/2025 Duration: 07minThe July Producer Price Index saw the biggest monthly pop in three years. (0:15) Tapestry faces tariff pinch. (3:27) Concern over Meta AI bot behavior. (4:29)Show NotesEthereum to $15,000 by year end? 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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Bullish soars 84% on debut
14/08/2025 Duration: 06minBullish (BLSH) stock surges 84% in first trading day. (00:22) DeepSeek delays launch of new model amid Huawei chip setback: FT. (01:29) Amazon (AMZN) rocks the grocery sector with a major expansion of its same-day delivery service that includes perishable food. (02:16)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: COHR, RRGB, and moreFoxconn sees AI server demand growing after Q2 profit soarsTwo Pentagon projects set to be axed, risking costly do-over - reportCisco outlines $59B–$60B revenue target for FY26 with AI infrastructure as major growth driverSign 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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CAVA slides on sales miss
13/08/2025 Duration: 06minCAVA slides after comparable sales disappoint. (00:27) Brazil to provide $5.6 billion aid to exporters struggling with U.S. tariffs. (01:59) Sam Altman prepares to back Merge Labs—potential rival to Musk's Neuralink - report. (02:35)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: CRWV, INTA, and moreJudge rules Musk must face OpenAI’s claims of ‘years-long harassment campaign’Taiwan Semiconductor to phase out 6-inch wafer manufacturing in 2 years - reportAI firm Perplexity makes $34.5B bid for Google's Chrome browser: WSJSign 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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CPI arrives in line as core inflation trends up
12/08/2025 Duration: 05minThe consumer price index held few surprises, boosting stocks. (0:15) Sea Limited rallies on solid revenue. (2:21) Have a good talk with Barbie AI? (3:31)Show NotesCiti boosts its S&P target 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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Trump picks EJ Antoni for BLS top job
12/08/2025 Duration: 06minTrump names EJ Antoni to lead Bureau of Labor Statistics. (00:21) Musk threatens legal action against Apple (AAPL) over alleged antitrust violations. (01:30) GM plans renewed push into driverless personal vehicles - Bloomberg. (02:45)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Tuesday: Pot stocks, BBAI, and moreChina urges firms not to use Nvidia's H20 chips, Bloomberg reportsTrump signals openness to Nvidia selling scaled-back Blackwell to ChinaArcher Aviation Q2 loss widensSign 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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Audiences return to theaters
11/08/2025 Duration: 04minAMC shares are rallying post-earnings as theater numbers pop in Q2. (0:15) Cannabis stocks up on hope of Trump rescheduling. (2:21) How the Post Office could help tobacco giants. (3:01)Show NotesThe best sectors for tactical investors 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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U.S. companies absorb tariff hit
11/08/2025 Duration: 05minU.S. businesses are absorbing two-thirds of tariff costs so far - Goldman. (00:23) Nvidia (NVDA), AMD to pay 15% of China AI chip sales to the U.S. - report. (01:27) C3.ai shakes up global sales team after slashing revenue outlook by 33%. (02:24)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers today: Crypto stocks, AI, and moreApple’s Siri delay is said to mask bigger AI ambitions behind the scenesTrump admin considers BLS critic E.J. Antoni to lead agency - WSJPalantir’s record run tests investor faith as valuation soars to S&P 500 peakSign 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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Inflation expected to tick up
10/08/2025 Duration: 05minThe July CPI is expected to show a rise in annual retail inflation. (0:17) AMC and Cisco among those reporting earnings. (1:57) Nvidia reportedly getting licenses to export H20 to China. (3:34)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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Trump nominates adviser Miran to Fed
08/08/2025 Duration: 06minSteve Miran, head of the Council of Economic Advisers, is expected to be another dovish voice at the FOMC. (0:15) OpenAI unveils GPT 5. (2:52) Union Pacific launches freight service connecting L.A. to Chicago to compete with trucking. (4:32) Show Notes The Trade Desk shares get hammeredIntel CEO reaffirms commitment to the companyEpisode 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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Eli Lilly shares hammered
07/08/2025 Duration: 05minData for a trial of its oral weight-loss drug was not enough to spur buying in the high-valuation stock. (0:15) Labor productivity rebounds in Q2. (3:37) Trump wants Intel CEO fired. (5:05)Show NotesWarner Bros. Discovery mixed results 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.