Seeking AlphaBusiness, News, Investing
Seeking AlphaBusiness, News, Investing

About

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

Transcripts: seekingalpha.com/wsb

  • RH feels housing chill
    RH https://seekingalpha.com/news/4570920-rh-shares-crater-on-missed-q4-results-sets-guidance-below-street-view?source=wsb_podcast:rh_feels_housing_chill on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins...
  • McCormick Unilever 44.8B deal
    McCormick https://seekingalpha.com/news/4570623-tasty-ma-mccormick-confirms-deal-for-unilevers-food-business?source=wsb_podcast:mccormick_unilever_448b_deal with Unilever foods. (0:15) Nvidia...
  • Gold hit hard, Goldman keeps $5,400 target
    Gold (XAUUSD:CUR) suffers https://seekingalpha.com/news/4570520-gold-suffers-historic-monthly-rout-but-goldman-sachs-doubles-down-on-5400-target?source=wsb_podcast:Gold_hit_hard_goldman_keeps_5400_target, but Goldman Sachs doubles down on $5,400...
  • Mistral loads up on Nvidia
    Mistral https://seekingalpha.com/news/4570069-mistral-raises-830m-debt-to-buy-chips-for-ai-data-center?source=wsb_podcast:mistral_loads_up_on_nvidia to buy chips for AI data center: report. (00:14) DeepSeek experiences...
  • Holiday week meets key jobs report
    Weak March jobs could mean https://seekingalpha.com/article/4886030-what-ai-threat-might-do-to-march-2026-job-report?source=wsb_podcast:holiday_week_meets_key_jobs_report for stocks. (0:17) Nike...
  • Wall Street Roundup: market shifts to defense
    It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20) Show links: ...
  • Rates tick higher as housing demand grows
    Mortgage rates continue to rise, but housing market is https://seekingalpha.com/news/4569440-mortgage-rates-continue-to-rise-but-housing-market-is-gradually-improving?source=wsb_podcast:rates_tick_higher_as_housing_demand_grows. (00:14) Netflix (NFLX)...
  • Henkel adds shine with Olaplex
    Olaplex (OLPX) to be https://seekingalpha.com/news/4569017-olaplex-to-be-acquired-by-henkel-for-14b-stock-surges-49-premarket?source=wsb_podcast:henkel_adds_shine_with_olaplex Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue...
  • Trump taps tech elite for science council
    The president could name https://seekingalpha.com/news/4568496-jensen-huang-mark-zuckerberg-among-trumps-tech-council?source=wsb_podcast:trump_taps_tech_elite_for_science_council on new tech panel. (0:15) Memory chip stocks fall after Google unveils...
  • Peace plan pumps futures
    Nasdaq, S&P, Dow futures gain on talks of U.S.-Iran https://seekingalpha.com/news/4568288-iran-response-us-negotiation-to-end-war?source=wsb_podcast:peace_plan_pumps_futures. (00:14) Pentagon seems to be...
  • Trading before the Tweets
    Heavy https://seekingalpha.com/news/4567692-next-phase-of-iran-trade-checking-the-tape-before-the-tweet?source=wsb_podcast:trading_before_the_tweets, raising timing questions (0:15) BofA reinstates bullish ratings on...
  • FCC router ban plugs into gains
    U.S. bans new https://seekingalpha.com/news/4567637-us-bans-new-foreign-made-routers-over-security-risks?source=wsb_podcast:fcc_router_ban_plugs_into_gains over security risks. (00:14) SK hynix (HXSCL) to buy...
  • Trump roils markets touting quick end to Iran war
    Trump sparks big moves in https://seekingalpha.com/news/4567222-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:trump_roils_markets_touting_quick_end_to_iran_war and...
  • Gold loses safe haven shine
    Gold surrenders https://seekingalpha.com/news/4567201-gold-surrenders-2026-gains-as-war-driven-inflation-sparks-rate-hike-fears-silver-plunges-11?source=wsb_podcast:gold_loses_safe_haven_shine as war-driven inflation sparks rate hike fears; silver...
  • Trump gives Hormuz ultimatum but markets wary
    Trump https://seekingalpha.com/news/4567155-hormuz-opening-several-weeks-off-despite-trump-deadline-prediction-markets?source=wsb_podcast:trump_gives_hormuz_ultimatum_but_markets_wary if strait not open. (0:17) GameStop...
  • SMCI hit by export scandal
    Nasdaq, S&P, Dow https://seekingalpha.com/news/4566867-sp500-nasdaq-dow-jones-outlook-stock-market?source=wsb_podcast:smci_hit_by_export_scandal as Netanyahu eases concerns about the Iran conflict. (00:15) Super Micro (SMCI) falls as...
  • BoE fear hits Fed bets
    BoE https://seekingalpha.com/news/4566411-uk-gilt-yields-skyrocket-on-boe-pause-us-treasuries-follow-as-rate-cut-hopes-fade?source=wsb_podcast:boe_fear_hits_fed_bets wipes out market...
  • Micron tops, shares fall
    Micron (MU) https://seekingalpha.com/news/4565881-micron-ticks-down-even-as-q2-results-guidance-blow-past-forecasts-on-ai-strength?source=wsb_podcast:micron_tops_shares_fall even as Q2 results, guidance blow past forecasts on AI strength. (00:13) AI...
  • Powell to stay on amid DOJ probe of Fed
    Fed https://seekingalpha.com/news/4566008-federal-reserve-keeps-policy-on-hold-for-third-straight-meeting-as-expected?source=wsb_podcast:powell_to_stay_on_amid_doj_probe_of_fed as Middle East uncertainty clouds outlook. (0:16)...
  • The AI no one claims
    What is “https://seekingalpha.com/news/4565643-what-is-hunter-alpha-ai-model-fuels-talk-of-new-system-at-deepseek?source=wsb_podcast:the_ai_no_one_claims”? AI model fuels talk of new system at DeepSeek. (00:14) lululemon athletica (LULU) beats top-...