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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
Episodi & Post
Episodi
Post
13 NOV 2025 · Burry https://seekingalpha.com/news/4521592-michael-burry-closes-company-names-phil-clifton-as-successor?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund just days after disclosing bets against AI trade. (0:15). Disney https://seekingalpha.com/news/4521479-what-analysts-are-saying-about-disney-after-its-earnings-report?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund on TV, film weakness. (1:55) AI trade could https://seekingalpha.com/news/4521319-the-ai-trade-could-kill-stock-buybacks?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund. (3:39)
Show Notes
https://seekingalpha.com/news/4521366-from-the-big-short-to-the-big-mystery-a-timeline-of-michael-burrys-bold-market-plays?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund
https://seekingalpha.com/news/4521464-wall-street-sp500-nasdaq-composite-dow-jones-stock-market?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund
https://seekingalpha.com/news/4521121-retail-hiring-holiday-season-target-staff-policy?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund
https://seekingalpha.com/news/4521579-verizon-plans-to-cut-15000-jobs-move-200-stores-to-franchise-operations---report?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:big_shorts_michael_burry_shuts_hedge_fund 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:big_shorts_michael_burry_shuts_hedge_fund .
13 NOV 2025 · Alibaba (BABA) reportedly preps https://seekingalpha.com/news/4521119-alibaba-reportedly-preps-revamp-of-ai-app-to-resemble-chatgpt?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt to resemble ChatGPT. (00:22) China's Baidu (BIDU) sets stage for https://seekingalpha.com/news/4521128-chinas-baidu-sets-stage-for-new-ai-chips-at-its-annual-tech-event?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt at its annual tech event. (01:13) Jobs, CPI https://seekingalpha.com/news/4521122-jobs-cpi-reports-for-october-may-never-be-released?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt may never be released - White House. (01:45)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt.
Show links:
https://seekingalpha.com/news/4521161-biggest-stock-movers-thursday-csco-btdr-and-more?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt
https://seekingalpha.com/news/4520472-goldmans-ai-layoffs-early-warning-signal?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt
https://seekingalpha.com/news/4521123-weight-watchers-plan-novo-nordisk-wegovy-pill?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt
https://seekingalpha.com/news/4521150-waymo-launches-autonomous-freeway-rides-in-san-francisco-los-angeles-phoenix?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:alibabas_qwen_is_coming_for_chatgpt 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:alibabas_qwen_is_coming_for_chatgpt.
12 NOV 2025 · Big Blue says it’s on a path to elusive ‘https://seekingalpha.com/news/4520032-ibm-unveils-new-quantum-processor-expects-to-offer-fault-tolerant-computing-by-2029?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor.’ (0:15). AT&T gets a https://seekingalpha.com/news/4520495-fiber-target-and-spectrum-acquisition-positions-att-as-clear-leader-in-convergence---keybanc?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor. (1:21) Peak oil demand https://seekingalpha.com/news/4520279-iea-says-global-oil-and-gas-demand-could-rise-until-2050-climate-goals-at-risk?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor. (2:16)
Show Notes
https://seekingalpha.com/news/4519395-goldman-says-healthcare-is-ripe-for-stock-picking-heres-some-they-like?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ibm_unveils_quantum_nighthawk_processor 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:ibm_unveils_quantum_nighthawk_processor .
12 NOV 2025 · General Motors (GM) directs suppliers to https://seekingalpha.com/news/4520278-general-motors-directs-suppliers-to-pull-back-china-supply-chains---report?source=wsb_podcast:gm_targets_china_free_supply_chain China supply chains - report. (00:22) AMD CEO says https://seekingalpha.com/news/4520114-amd-ceo-says-ai-market-is-faster-than-anything-weve-seen-before-sees-1t-by-2030?source=wsb_podcast:gm_targets_china_free_supply_chain is 'faster than anything we've seen before,' sees $1T by 2030. (01:21) Google (GOOG) (GOOGL) accused in suit of using Gemini AI tool to https://seekingalpha.com/news/4520270-google-accused-in-suit-of-using-gemini-ai-tool-to-snoop-on-users---report?source=wsb_podcast:gm_targets_china_free_supply_chain on users - report. (02:26)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:gm_targets_china_free_supply_chain.
Show links:
https://seekingalpha.com/news/4520318-biggest-stock-movers-wednesday-amd-alc-and-more?source=wsb_podcast:gm_targets_china_free_supply_chain
https://seekingalpha.com/news/4520265-trump-to-host-wall-street-ceos-on-wednesday-at-white-house---report?source=wsb_podcast:gm_targets_china_free_supply_chain
https://seekingalpha.com/news/4520302-foxconn-sees-ai-driven-growth-in-2026-teases-openai-announcement?source=wsb_podcast:gm_targets_china_free_supply_chain
https://seekingalpha.com/news/4520287-trump-plan-offshore-oil-drilling-off-california-coast?source=wsb_podcast:gm_targets_china_free_supply_chain
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:gm_targets_china_free_supply_chain 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:gm_targets_china_free_supply_chain.
11 NOV 2025 · Turing Award-winning AI scientist Yann LeCun https://seekingalpha.com/news/4519899-meta-chief-ai-scientist-lecun-plans-to-exit-company---ft?source=wsb_podcast:metas_chief_ai_scientist_exits. (0:15). XPeng rallies as its https://seekingalpha.com/news/4519844-xpeng-stock-jumps-on-most-human-like-robot-debut?source=wsb_podcast:metas_chief_ai_scientist_exits debuts. (2:48) Levi’s selling https://seekingalpha.com/news/4520005-denim-domination-levi-strauss-ups-the-ante-with-a-300-limited-edition-jeans-line?source=wsb_podcast:metas_chief_ai_scientist_exits. (3:03)
Show Notes
https://seekingalpha.com/news/4519895-identity-crisis-s-and-p-now-tracks-closer-to-nvidia-than-its-500-components?source=wsb_podcast:metas_chief_ai_scientist_exits
https://seekingalpha.com/news/4519876-michael-burry-accuses-tech-giants-of-inflating-profits-by-stretching-asset-lifespans?source=wsb_podcast:metas_chief_ai_scientist_exits
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:metas_chief_ai_scientist_exits. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:metas_chief_ai_scientist_exits 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:metas_chief_ai_scientist_exits .
11 NOV 2025 · https://seekingalpha.com/news/4519833-50-year-mortgage-a-game-changer-or-more-pain-for-homebuyers?source=wsb_podcast:dream_home_lifetime_loan: A game-changer or more pain for homebuyers? (00:23) SoftBank unloads https://seekingalpha.com/news/4519840-softbank-unloads-entire-stake-in-nvidia-for-58b?source=wsb_podcast:dream_home_lifetime_loan in Nvidia for $5.8B. (01:52) Anthropic said to be on track to https://seekingalpha.com/news/4519804-anthropic-said-to-be-on-track-to-turn-a-profit-much-faster-than-openai?source=wsb_podcast:dream_home_lifetime_loan much faster than OpenAI. (02:27)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:dream_home_lifetime_loan.
Show links:
https://seekingalpha.com/news/4519851-biggest-stock-movers-tuesday-bbai-rklb-and-more?source=wsb_podcast:dream_home_lifetime_loan
https://seekingalpha.com/news/4519793-us-senate-passes-bill-to-end-longest-ever-government-shutdown-sending-it-to-house?source=wsb_podcast:dream_home_lifetime_loan
https://seekingalpha.com/news/4519486-nebius-q3-earnings-preview-what-to-expect?source=wsb_podcast:dream_home_lifetime_loan
https://seekingalpha.com/news/4519529-tesla-chair-says-the-company-could-be-on-the-cusp-of-the-largest-value-creation-event-in?source=wsb_podcast:dream_home_lifetime_loan
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:dream_home_lifetime_loan 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:dream_home_lifetime_loan.
10 NOV 2025 · AI shopping referrals https://seekingalpha.com/news/4519082-e-commerce-sales-surged-in-october-amid-generative-ai-push-and-heavy-promotions?source=wsb_podcast:ai_becomes_a_major_e_commerce_player in October. (0:15). https://seekingalpha.com/news/4519200-health-insurers-down-trump-calls-obamacare-overhaul?source=wsb_podcast:ai_becomes_a_major_e_commerce_player on Trump healthcare posts. (1:40) Will your https://seekingalpha.com/news/4519438-elon-musk-sees-paying-tesla-owners-to-create-massive-shared-ai-inference-capacity?source=wsb_podcast:ai_becomes_a_major_e_commerce_player soon be powering AI? (2:41)
Show Notes
https://seekingalpha.com/news/4519181-time-to-short-hyperscaler-bonds-not-stocks-bofa?source=wsb_podcast:ai_becomes_a_major_e_commerce_player
https://seekingalpha.com/news/4519441-papa-johns-surges-on-report-its-nearing-65share-takeover?source=wsb_podcast:ai_becomes_a_major_e_commerce_player
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:ai_becomes_a_major_e_commerce_player. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ai_becomes_a_major_e_commerce_player 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:ai_becomes_a_major_e_commerce_player .
10 NOV 2025 · Stock index futures jump on reports of https://seekingalpha.com/news/4519120-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:markets_smell_a_deal_in_dc to end shutdown. (00:19) Taiwan Semi's (TSM) October https://seekingalpha.com/news/4519094-taiwan-semis-october-revenue-rises-17-yoy-below-septembers-surge?source=wsb_podcast:markets_smell_a_deal_in_dc 17% YoY, below September’s surge. (01:50) Rumble (RUM) to https://seekingalpha.com/news/4519108-rumble-to-buy-german-ai-firm-northern-data-for-767-million-in-an-all-stock-transaction?source=wsb_podcast:markets_smell_a_deal_in_dc German AI firm Northern Data (NDTAF) for $767 million in an all-stock transaction. (02:46)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:markets_smell_a_deal_in_dc.
Show links:
https://seekingalpha.com/news/4519124-biggest-stock-movers-monday-rum-mtsr-and-more?source=wsb_podcast:markets_smell_a_deal_in_dc
https://seekingalpha.com/news/4519081-sa-asks-what-are-the-best-ai-focused-etfs-right-now?source=wsb_podcast:markets_smell_a_deal_in_dc
https://seekingalpha.com/news/4519106-duffy-air-travel-thanksgiving-shutdown?source=wsb_podcast:markets_smell_a_deal_in_dc
https://seekingalpha.com/news/4519102-teslas-cybertruck-head-quits-after-eight-years?source=wsb_podcast:markets_smell_a_deal_in_dc
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:markets_smell_a_deal_in_dc 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:markets_smell_a_deal_in_dc.
9 NOV 2025 · Hedge funds will disclose positions ahead of https://seekingalpha.com/news/4509458-catalyst-watch-eyes-on-cisco-and-disney-earnings-13f-filings?source=wsb_podcast:where_is_the_smart_money_now. (0:17) Disney to https://seekingalpha.com/article/4838655-disney-will-good-things-come-in-q4-earnings-report?source=wsb_podcast:where_is_the_smart_money_now amid YouTube battle. (1:30) Trump slams ‘money sucking’ https://seekingalpha.com/news/4519060-trump-calls-for-federal-money-to-bypass-big-bad-health-insurers?source=wsb_podcast:where_is_the_smart_money_now. (3:08)
Show Notes
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:where_is_the_smart_money_now
https://seekingalpha.com/news/4518402-dividend-roundup-exxon-mobil-apple-3m-ibm-and-more?source=wsb_podcast:where_is_the_smart_money_now
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:teslas_trillion_dollar_question. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:teslas_trillion_dollar_question 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:teslas_trillion_dollar_question.
7 NOV 2025 · Macro economic overview, job cuts (00:10) Impact of government shutdown on economy (02:58) AI sector earnings and market sentiment (06:14) Valuation concerns in tech stocks (08:54) Bitcoin’s volatility and speculative investments (11:59) Upcoming earnings and economic indicators (14:49)
Show notes:
https://seekingalpha.com/news/4442728-amd-outlines-2025-growth-strategy-with-ai-and-server-expansion?source=wsb_podcast:layoff_surge
https://seekingalpha.com/news/4518603-sp500-nasdaq-composite-dow-jones-stock-market-news-today?source=wsb_podcast:layoff_surge
https://seekingalpha.com/news/4518446-what-to-know-as-michael-burry-bets-against-nvidia-and-palantir?source=wsb_podcast:layoff_surge
https://seekingalpha.com/news/4516145-u-s-job-cuts-through-october-top-full-year-2024-cuts-by-44-percent-challenger-report?source=wsb_podcast:layoff_surge
Episode transcripts: http://seekingalpha.com/wsb?source=wsb_podcast:layoff_surge
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:layoff_surge 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:layoff_surge.
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
Informazioni
| Autore | Seeking Alpha |
| Organizzazione | Seeking Alpha |
| Categorie | News - Affari , Investimenti |
| Sito | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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