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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
19 MAG 2025 · CEO https://seekingalpha.com/news/4449933-nvidia-ceo-unveils-next-gen-ai-tech-taiwan-supercomputer-project?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech previews new systema and a Tailwan supercomputer factory. (0:15) Netflix https://seekingalpha.com/news/4450015-jp-morgan-moves-to-the-sidelines-on-netflix-as-riskreward-appears-balanced?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech on valuation. (1:29) The Magnificent 7 are https://seekingalpha.com/news/4449896-magnificent-7-are-the-cheapest-in-7-years?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech in 7 years. (3:30)
Show Notes
https://seekingalpha.com/news/4449907-costcos-kirkland-brand-generates-more-revenue-than-lowes-and-procter-gamble?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:nvidia_unveils_its_next_gen_ai_tech.
19 MAG 2025 · Alibaba (BABA) shares drop after report of https://seekingalpha.com/news/4449925-alibaba-shares-drop-after-report-of-us-scrutiny-of-apple-partnership?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny of Apple AI partnership. (00:22) General Motors (GM) is said to push for revoking California's https://seekingalpha.com/news/4449903-general-motors-is-said-to-push-for-revoking-californias-ev-mandate?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny. (01:45) China https://seekingalpha.com/news/4449902-china-imposes-tariffs-on-some-plastics-from-us-eu-japan-and-taiwan?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny on some plastics from U.S., EU, Japan and Taiwan. (02:44)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny.
Show links:
https://seekingalpha.com/news/4449980-biggest-stock-movers-monday-crypto-stocks-and-more?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny
https://seekingalpha.com/news/4449864-trump-warns-walmart-raising-prices-over-tariffs?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny
https://seekingalpha.com/news/4449930-ant-groups-overseas-unit-brings-in-3-billion-ahead-of-spinoff---report?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny
https://seekingalpha.com/news/4449909-nvidia-in-advanced-talks-to-buy-psiquantum--a-quantum-computing-company---report?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:alibaba_dips_on_reported_apple_ai_scrutiny 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:alibaba_dips_on_reported_apple_ai_scrutiny.
18 MAG 2025 · The U.S. https://seekingalpha.com/news/4449791-moodys-downgrades-u-s-due-to-ever-rising-debt-high-interest-payment-ratios?source=wsb_podcast:moodys_cuts_us_debt_rating on skyrocketing debt and interest payment ratios. (0:17) China https://seekingalpha.com/news/4449890-china-s-rare-earth-export-curbs-slow-global-supply-chains-industry-warns-ft?source=wsb_podcast:moodys_cuts_us_debt_rating curbs hitting supply chains. (1:47) Home Depot leads this week’s https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:moodys_cuts_us_debt_rating. (2:29)
Show Notes
https://seekingalpha.com/news/4449503-dividend-roundup-chevron-blackrock-3m-alcoa-and-more?source=wsb_podcast:moodys_cuts_us_debt_rating
https://seekingalpha.com/news/4435567-dividend-roundup-pfizer-metlife-morgan-stanley-kinder-morgan-and-more?source=wsb_podcast:warren_buffett_stepping_down
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:moodys_cuts_us_debt_rating
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:moodys_cuts_us_debt_rating and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:moodys_cuts_us_debt_rating.
16 MAG 2025 · UnitedHealth and insurance inflection point (0:30). Tech names have been very headline dependent (5:55). Cisco's growth factors (10:10). Walmart set tone for upcoming retail earnings (11:10). Shopify's interesting earnings (13:20). Coinbase, S&P 500, Bitcoin (14:45). CPI biggest macro news (17:05).
Show Notes:
https://seekingalpha.com/news/4448216-sa-asks-can-unitedhealth-turn-it-around?source=wsb_podcast:unitedhealth_retail
https://seekingalpha.com/article/4787443-walmart-inc-wmt-q1-2026-earnings-call-transcript?source=wsb_podcast:unitedhealth_retail
https://seekingalpha.com/news/4406238-shopify-targets-sustained-growth-with-ai-international-expansion-and-enterprise-penetration?source=wsb_podcast:unitedhealth_retail
https://seekingalpha.com/news/4447841-saudi-arabia-ai-deals-were-bullish-eye-opener-for-tech-investors-wedbush?source=wsb_podcast:unitedhealth_retail
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:unitedhealth_retail
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:unitedhealth_retail and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:unitedhealth_retail.
16 MAG 2025 · GlobalWafers (GFS) to https://seekingalpha.com/news/4449394-globalwafers-to-boost-us-investment-to-75b-amid-soaring-chip-demand?source=wsb_podcast:globalwafers_commits_75b_to_us_growth to $7.5B amid soaring chip demand. (00:25) Virgin Galactic (SPCE) confirms it is https://seekingalpha.com/news/4449104-virgin-galactic-confirms-it-is-on-track-for-commercial-flights-again-in-2026?source=wsb_podcast:globalwafers_commits_75b_to_us_growth for commercial flights again in 2026. (01:50) Buffett's Berkshire Hathawayhttps://seekingalpha.com/news/4449189-buffetts-berkshire-hathaway-exits-citi-cuts-bofa-cof-stakes-among-other-q1-moves?source=wsb_podcast:globalwafers_commits_75b_to_us_growth, COF stakes, among other Q1 moves. (02:32)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:globalwafers_commits_75b_to_us_growth.
Show links:
https://seekingalpha.com/news/4449422-biggest-stock-movers-friday-spce-amat-and-more?source=wsb_podcast:globalwafers_commits_75b_to_us_growth
https://seekingalpha.com/news/4449337-doximity-outlines-10-percent-revenue-growth-target-for-fiscal-2026-as-ai-investments?source=wsb_podcast:globalwafers_commits_75b_to_us_growth
https://seekingalpha.com/news/4449094-trump-uae-president-unveil-new-5gw-ai-campus-in-abu-dhabi?source=wsb_podcast:globalwafers_commits_75b_to_us_growth
https://seekingalpha.com/news/4449327-cava-targets-64-68-new-restaurants-in-2025-while-expanding-loyalty-and-menu-innovation?source=wsb_podcast:globalwafers_commits_75b_to_us_growth
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:globalwafers_commits_75b_to_us_growth 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:globalwafers_commits_75b_to_us_growth.
15 MAG 2025 · WMT execs say suppliers and retailers can’t absorb https://seekingalpha.com/news/4448658-walmart-warns-us-consumers-may-see-higher-prices-even-at-the-reduced-tariff-levels?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs. (0:15) Wholesale inflaton https://seekingalpha.com/news/4448662-headline-producer-prices-unexpectedly-fall-on-monthly-basis-in-april?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs unexpectedly. (1:11) Happy https://seekingalpha.com/news/4447363-what-is-next-for-mcdonalds-as-the-worlds-largest-fast-food-chain-turns-85?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs, McDonald’s! (4:03)
Show Notes
https://seekingalpha.com/news/4448065-bmo-keeps-its-s-and-p-500-year-end-target-at-6100-here-is-why?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:walmart_warns_of_higher_prices_even_with_lower_tariffs.
15 MAG 2025 · UnitedHealth (UNH) probed by DoJ for https://seekingalpha.com/news/4448470-unitedhealth-probed-doj-potential-medicare-fraud-shares-slide?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares; shares slide - report. (00:22) Dick's Sporting Goods https://seekingalpha.com/news/4448404-dicks-sporting-goods-close-to-deal-for-foot-locker---wsj?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares for Foot Locker - WSJ. (01:16) Warren Buffett https://seekingalpha.com/news/4448506-warren-buffett-age-decision-berkshire-hathaway-ceo?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares he chose to hand over Berkshire's reins - report. (01:59)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares.
Show links:
https://seekingalpha.com/news/4448535-biggest-stock-movers-thursday-csco-bngo-and-more?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares
https://seekingalpha.com/news/4448528-trump-asks-apple-to-stop-moving-iphone-manufacturing-to-india?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares
https://seekingalpha.com/news/4448235-the-monopoly-etf-a-new-sec-filing-that-targets-market-titans?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares
https://seekingalpha.com/news/4448508-china-lifts-curbs-on-export-of-rare-earth-minerals-to-the-us?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares
https://seekingalpha.com/news/4448482-why-dicks-sporting-goods-may-be-getting-a-good-deal-if-it-buys-foot-locker-at-a-premium?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:medicare_probe_hits_unitedhealth_shares 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:medicare_probe_hits_unitedhealth_shares.
14 MAG 2025 · Chip and AI stocks are getting their mojo back with https://seekingalpha.com/news/4447841-saudi-arabia-ai-deals-were-bullish-eye-opener-for-tech-investors-wedbush?source=wsb_podcast:big_tech_strikes_oil. (0:15) AMD announces $6B https://seekingalpha.com/news/4447943-amd-unveils-new-6b-share-buyback-program?source=wsb_podcast:big_tech_strikes_oil. (2:59) Starbucks baristas https://seekingalpha.com/news/4447839-starbucks-baristas-strike-at-more-than-50-stores-due-to-new-dress-code?source=wsb_podcast:big_tech_strikes_oil. (3:29)
Show Notes
https://seekingalpha.com/news/4447834-crypto-is-rat-poison-kolanovic?source=wsb_podcast:big_tech_strikes_oil
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:big_tech_strikes_oil
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:big_tech_strikes_oil and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:big_tech_strikes_oil.
14 MAG 2025 · Foxconn Q1 https://seekingalpha.com/news/4447745-foxconn-q1-profit-soars-on-ai-demand-tariffs-woes-weigh-on-fy-outlook?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow on AI demand; tariffs woes weigh on FY outlook. (00:28) Airbnb goes https://seekingalpha.com/news/4447545-airbnb-goes-beyond-rentals-with-full-service-travel-offerings?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow with full-service travel offerings. (02:34) YouTube bags rights to https://seekingalpha.com/news/4447406-youtube-bags-rights-to-stream-nfl-game-for-the-first-time?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow game for the first time. (03:22)
Episode transcripts http://seekingalpha.com/wsb?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow.
Show links:
https://seekingalpha.com/news/4447750-biggest-stock-movers-wednesday-smci-sony-and-more?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow
https://seekingalpha.com/news/4447702-tesla-may-get-new-pay-package-for-ceo-elon-musk---report?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow
https://seekingalpha.com/news/4447719-eu-proposal-tariffs-ukraine-agricultural-imports?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow
https://seekingalpha.com/news/4447705-nvidia-ceo-pay-jumps-to-nearly-50m-amid-ai-driven-growth-net-worth-swells?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:foxconn_profit_jumps_but_tariffs_cast_a_shadow 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:foxconn_profit_jumps_but_tariffs_cast_a_shadow.
13 MAG 2025 · The https://seekingalpha.com/news/4447110-cpi-inflation-rises-less-than-expected-in-april?source=wsb_podcast:inflation_shows_little_tariff_impact comes in on the dovish side. (0:15) UnitedHealth CEO https://seekingalpha.com/news/4447020-unitedhealth-stock-drops-ceo-steps-down?source=wsb_podcast:inflation_shows_little_tariff_impact. (2:08) AMC announces https://seekingalpha.com/news/4446777-amc-to-bring-down-ticket-prices-by-50-on-wednesdays-to-boost-moviegoer-pace?source=wsb_podcast:inflation_shows_little_tariff_impact Wednesday movies. (3:36)
Show Notes
https://seekingalpha.com/news/4446996-goldman-sachs-cuts-us-recession-odds-ups-sp-targets-on-lower-tariffs?source=wsb_podcast:inflation_shows_little_tariff_impact
https://seekingalpha.com/news/4446996-goldman-sachs-cuts-us-recession-odds-ups-sp-targets-on-lower-tariffs?source=wsb_podcast:inflation_shows_little_tariff_impact
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:inflation_shows_little_tariff_impact
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:inflation_shows_little_tariff_impact and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:inflation_shows_little_tariff_impact.
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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