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Wall Street Breakfast

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Wall Street Breakfast
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  • Meta, Microsoft soar on AI, cloud strength
    Biggest stock movers Thursday: MSFT, META, and more. (00:24) Tesla (TSLA) board chair dismisses report of new CEO search. (01:53) Startup backed by OpenAI’s Sam Altman rolls out biometric ID tech in six U.S. cities. (03:00)Episode transcripts seekingalpha.com/wsb.Show links: Trump administration said to be investing $500M on developing universal vaccinesJapanese retail giant Seven & i opens books to Canadian suitor Couche-TardFord said to abandon effort to develop Tesla-like electronic brainSign 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. GDP contracts for first time since 2022
    Q1 GDP -0.1% as tariff frontloading bites, but there is underlying strength. (0:15) The Fed’s favorite inflation gauge comes in cool. (1:38) Taco Bell is the star of Yum! Earnings. (2:49)  Show NotesWells Fargo likes these utilities stocksHouse GOP looks for EV road taxEpisode 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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  • Sony rallies on semi spin-off buzz
    Sony (SONY) shares surge on potential semiconductor spin-off. (00:25) Waymo (GOOG) (GOOGL), Toyota (TM)  to collaborate on self-driving tech for personal cars. (01:06) Key takeaways from Snap's (SNAP) Q1 earnings, with stock slipping. (01:50)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: SBUX, SMCI, and moreGeneral Motors recalls ~600K Cadillac, Chevrolet and GMC cars over engine failure riskFed's preferred inflation gauge expected to cool further in MarchStarbucks says behind the scenes its turnaround is brewing as it manages tariff riskSign 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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  • White House blasts idea of listing tariff costs
    Press secretary calls notion of Amazon listing tariff costs ‘hostile and political.’ AMZN denies the plan. (0:15) Trade deficit balloons in March, could lead to GDP drop. (1:46) Consumer confidence almost at recession level. (2:56)  Show Notes Morgan Stanley’s quality stocks to double down onHims & Hers soars on Wegovy dealEpisode 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 set to ease auto tariff impact
    Trump set to ease auto tariff impact as he marks 100 days in office. (00:23) Okta set to join S&P MidCap 400. (02:03) Starbucks (SBUX) Q2 earnings preview: Eyes on international sales amid tariff uncertainties. (02:23)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: NXPI, BP, and moreCanada election: Carney's Liberals win as Trump threats fuel party's comebackInvestors worry Big Oil firms could cut dividends, buybacks as crude prices slideSouthwest Airlines adds perks for loyal customers ahead of the shift to an assigned seating modelSign 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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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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