- täglichErscheinungsrhythmus
- 4 mintypische Länge
- gesternletzte Folge
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Folgen
Binance hit by $6.3B record crypto hack
Binance reports $6.3B in potential losses (https://seekingalpha.com/news/4661121-crypto-markets-slide-as-binance-probes-63b-security-breach-aims-to-resume-withdrawals-in-48-hours?source=wsb_podcast:binance_hit_by_record_63b_crypto_hack) fro
A deluge of earnings
Amazon earnings preview (0:25) Google (https://seekingalpha.com/news/4660006-what-analysts-are-saying-about-alphabet-after-earnings?source=wsb_podcast:deluge_of_earnings) concerns, Microsoft's good cash flow (1:40) Inflation data, FOMC surp
Wendy's gets a rescue buyout bid
Nelson Peltz's Trian offers $1.4B to save the chain’s Baconator. (0:17) Applebee's and IHOP parent Dine Brands receives takeover offer. (1:11) Marvell nears a deal to acquire Lumentum? (1:38) Episode transcripts: https://seekingalpha.com/ws
Fed holds rates, but with hawkish hints
The Fed holds rates steady as two officials push for hikes. (0:16) Markets now see another rate increase in December. (0:49) Warsh lowers rate-setting meetings to 7 in 2027. (1:19) Episode transcripts https://seekingalpha.com/wsb?source=wsb
SK Hynix unveils $75B shareholder bonanza
SK Hynix surges after strong earnings and massive shareholder payouts (https://seekingalpha.com/news/4658610-chipmaker-sk-hynix-shares-jumps-8-on-q3-profit-beat-25b-payout-plan?source=wsb_podcast:sk_hynix_unveils_75b_shareholder_bonanza). (
Sentiment improves; all about earnings
2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (https://seekingalpha.com/news/4657760-coca-cola-smashes-organic-sales-expectations-hikes-profit-guidance?source=wsb_podcast:sentiment_improves_earnings) (2:10
DoorDash eyes $17B Instacart takeover
Instacart shops itself after struggling to match broad market gains (https://seekingalpha.com/news/4657479-doordash-drops-on-report-its-in-talks-to-purchase-instacart?source=wsb_podcast:doordash_eyes_17b_instacart_takeover). (0:17) Anthropi
AI trade still in focus
Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic https://seekingalpha.com/news/4657131-anthropic-files-for-ipo-amid-jittery-season-for-ai-related-stocks?source=wsb_podcast:ai_trade
Musk warns of neocloud shakeup
Elon Musk warns hundreds of ‘guppy-level deaths (https://seekingalpha.com/news/4657035-neocloud-stocks-retreat-as-musk-warns-of-guppy-level-death-and-consolidation?source=wsb_podcast:musk_warns_of_neocloud_shakeout)’ amid AI lending crunch
Fed seen holding steady, but for how long?
What will be the FOMC’s next move (https://seekingalpha.com/article/4956847-expect-the-fed-to-start-cutting-rates-as-soon-as-next-week?source=wsb_podcast:fed_seen_holding_steady_but_for_how_long)? (0:17) Microsoft (https://seekingalpha.com/
Moderna's good news goes bad
Moderna's (MRNA) cancer vaccine clears a hurdle (https://seekingalpha.com/news/4656103-moderna-shares-plunge-leaked-cancer-vaccine-data?source=wsb_podcast:modernas_good_news_goes_bad), but the stock hits a wall. (00:13) Tower stocks (CCI) (
Tesla flat on revenue but big on promises
Tesla shares slip as analysts clash over its future (https://seekingalpha.com/news/4655896-what-analysts-are-saying-about-tesla-after-earnings?source=wsb_podcast:tesla_flat_on_revenue_but_big_on_promises). (0:14) IBM warns companies are que
PHP flaws set off cyber alarm
AI uncovered a years-old threat (https://seekingalpha.com/news/4655685-google-openai-and-amazon-respond-as-critical-php-flaws-spark-global-alarm?source=wsb_podcast:php_flaws_set_off_cyber_alarm) lurking in the web’s code. (00:14) Meta (META
Netflix slowdown rattles Wall Street
Netflix shares slide after revenue growth hits 3-year low (https://seekingalpha.com/news/4655072-what-analysts-are-saying-about-netflix-after-earnings?source=wsb_podcast:netflix_slowdown_rattles_wall_street). (0:14) Trump wants datacenters
One giant earnings leap for SpaceX
SpaceX (SPCX) crushes (https://seekingalpha.com/news/4654890-spacex-shares-rise-as-earnings-revenue-beat-estimates-on-ai?source=wsb_podcast:one_giant_earnings_leap_for_spacex) earnings estimates as Musk eyes a Tesla (TSLA) tie-up (https://s
United Airlines CEO calls for wealth tax
United Airlines CEO Scott Kirby backs a national wealth tax (https://seekingalpha.com/news/4654459-united-airlines-ceo-backs-national-wealth-tax?source=wsb_podcast:united_airlines_ceo_calls_for_wealth_tax). (0:14) ‘Magic: The Gathering’ dri
3M makes a prime connection
3M (MMM) pops on Amazon (AMZN) deal (https://seekingalpha.com/news/4654445-3m-rises-after-disclosing-expanded-amazon-data-center-products-relationship?source=wsb_podcast:3m_makes_a_prime_connection). (00:14) Starboard Value has a new target
Google makes quantum computing leap
Google cuts quantum computing errors by a factor of 40 (https://seekingalpha.com/news/4654077-google-cuts-quantum-errors-40-fold-in-step-toward-practical-use?source=wsb_podcast:google_makes_quantum_computing_leap). (0:14) Goldman ups CoreWe
Airlines' holiday price test
Holiday flights (https://seekingalpha.com/news/4654058-holiday-airfares-surge-as-airlines-pass-higher-fuel-costs-to-travelers?source=wsb_podcast:airlines_holiday_price_test) are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia (https://
SpaceX, Tesla and Meta take earnings stage
SpaceX (https://seekingalpha.com/article/4953435-spacex-winning-1-percent-of-the-phone-war-is-all-it-needs?source=wsb_podcast:spacex_tesla_and_meta_take_earnings_stage), Tesla (https://seekingalpha.com/article/4954838-tesla-q3-preview-flyin
Tesla Roadster takes flight
Tesla's (TSLA) Roadster (https://seekingalpha.com/news/4653678-tesla-shows-off-a-flying-roadster-that-can-drive-upside-down?source=wsb_podcast:tesla_roadster_takes_flight) is going airborne. (00:14) 3M (MMM) is fighting a $1.38B (https://se
Anthropic growth slows, rattles AI trade
Anthropic's revenue growth slows (https://seekingalpha.com/news/4653225-anthropic-q3-revenue-surges-45-to-168b-ahead-of-expected-ipo-report?source=wsb_podcast:anthropic_growth_slows_rattles_ai_trade), raising questions about AI spending. (0
CoreWeave CEO defends the math
CoreWeave's (CRWV) CEO blames stock price drop on an https://seekingalpha.com/news/4653076-coreweave-ceo-says-market-acts-irrationally-as-he-defends-financial-engine-report?source=wsb_podcast:coreweave_ceo_defends_the_math market. (00:13) A
Hot inflation puts Fed hike back in play
Hotter core inflation sends Treasury yields climbing again (https://seekingalpha.com/news/4652881-treasury-yields-jump-across-the-curve-on-sticky-inflation-data?source=wsb_podcast:hot_inflation_puts_fed_hike_back_in_play). (0:14) BofA slump
BofA's $1.2B penalty punch
Treasury hits BofA (BAC) with $1.2B in penalties (https://seekingalpha.com/news/4652672-bank-of-america-fined-over-12b-for-anti-money-laundering-sanctions-violations?source=wsb_podcast:bofas_12b_penalty_punch) ahead of earnings. (00:14) ASM
Big bank earnings get a lukewarm welcome
JPMorgan misses earnings forecasts (https://seekingalpha.com/news/4652368-jpmorgan-stock-recovers-after-q3-earnings-disappoint-as-markets-soften?source=wsb_podcast:big_bank_earnings_get_a_lukewarm_welcome) as big banks kick off reporting. (
Six Flags shares plunge premarket
FUN stock plunges as fatal incident (https://seekingalpha.com/news/4652292-six-flags-shares-plunge-as-one-person-dies-several-injured-in-georgia-roller-coaster-incident?source=wsb_podcast:six_flags_shares_plunge_premarket) shakes Six Flags.
Economics Nobel goes to micro work that informs macro
Robert Hall and Michael Woodford win the econ Nobel (https://seekingalpha.com/news/4652005-us-economists-hall-woodford-win-nobel-economics-prize-2026?source=wsb_podcast:economics_nobel_goes_to_micro_work_that_informs_macro). (0:14) Anthropi
GTA 6 threat sends token up
A $30M crypto target is tied to a GTA 6 (TTWO) https://seekingalpha.com/news/4651950-cyberleek-memecoin-jumps-as-gta-6-leaker-taunts-take-two-over-30m?source=wsb_podcast:gta_6_threat_sends_token_up. (00:41) Amazon (AMZN) is eyeing a $7B AI
Big banks kick off earnings season
JPMorgan (https://seekingalpha.com/article/4943504-jpmorgan-stock-start-accumulating-the-preferred-for-income-hold-the-common-at-3-2x-book?source=wsb_podcast:big_banks_kick_off_earnings_season), Goldman Sachs and other big banks launch earn