Wall Street Breakfast podcast

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Added seven years ago

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Peak Travel

1
You Can Visit All Seven Continents. But Should You? 26:46

for 9 dager siden26:46

Spill senere

Lister

Lik

Likt

26:46

For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…

Wall Street Breakfast

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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

2675 episoder

#Trading #Business News #News #Business #Seeking Alphas

Wall Street Breakfast

627 subscribers

updated for ca. 6 timer siden

Del

Serier hjem•Feed

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb

2675 episoder

#Trading #Business News #News #Business #Seeking Alphas

All episodes

Wall Street Breakfast

1
Analysts weigh Meta’s future without Instagram, WhatsApp 6:57

for 6 hours siden6:57

6:57

SA Asks: How would META fare if it lost Instagram, WhatsApp? (00:25) China bans use of ' smart driving ' terms in auto ads. (02:56) McDonald's (MCD) is bringing back its popular Snack Wrap menu item this year. (03:54) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: TSM, AA, and more Alcoa expects $90M hit from tariffs in Q2; CEO says impractical to boost capacity in U.S. CBP says $500 million collected in reciprocal tariffs since April 5 Taiwan Semiconductor in charts: 3nm, 5nm, 7nm, 16nm and 28nm chips power Q1 revenue growth 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 .…

Wall Street Breakfast

1
Retail sales ramp up ahead of tariffs 5:33

for 1 day siden5:33

5:33

Consumers stay resilient with spending in March. (0:15) Hertz pops on Pershing stake. (3:00) Silver lining for Nvidia. (3:11) Show Notes The bad idea of creating a recession to lower rates Episode 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 .…

Wall Street Breakfast

1
Nvidia to take $5.5B hit on H20 chip 7:18

for 1 day siden7:18

7:18

U.S. government informs Nvidia (NVDA) it requires license to export H20 hardware to China. (00:22) Bagged and dragged: Vera Bradley (VRA) sets new lows as rebranding falls flat. (01:39) Major shareholder seeks Harley-Davidson (HOG) board shakeup , calls for CEO to step down - report. (03:00) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: ASML, UAL, and more United beats FQ1 estimates but issues profit warning if economy stalls AST SpaceMobile seesaws amid takeover, contract speculation Trump says U.S. raking in ‘record numbers’ from tariffs, points to lower inflation 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 .…

Wall Street Breakfast

1
Banks cashing in on a volatile market 6:08

for 2 dager siden6:08

6:08

Bank earnings show strong trading revenue amid big swings. (0:16) HPE draws activist interest. (2:20) Fund managers have never been so worried about one outcome . (5:01) Show Notes What history shows us about tariffs and earnings Episode 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 .…

Wall Street Breakfast

1
Is Boeing being grounded by China? 5:51

for 2 dager siden5:51

5:51

China orders freeze on Boeing deliveries in trade spat with U.S. - report. (00:22) Hertz hires advisors for capital restructuring, confirms data breach. (01:06) Netflix aiming for $1T market cap by 2030 : report. (02:20) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: ERIC, BA, and more New tariffs? U.S. probes pharma, chip imports' impact on national security SA Asks: How will higher tariffs impact Disney? AMD to make CPU chips at TSMC's Arizona plant 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 .…

Wall Street Breakfast

1
Apple's iPhone tops smartphone charts 5:30

for 3 dager siden5:30

5:30

The iPhone had the largest market share in Q1, followed by Samsung. (0:15) Pfizer abandons weight-loss pill. (2:50) China halting rare earth exports. (3:36) Show Notes 50 most liquid stocks 50 least liquid stocks Episode 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 .…

Wall Street Breakfast

1
Goldman sees oil sliding into 2026 6:17

for 3 dager siden6:17

6:17

Oil prices to fall through 2026 on supply glut – Goldman Sachs. (00:20) Sony increases costs of PS5 in Europe, Australia, and New Zealand amid tariff risks. (01:46) Tech stocks rebound on Trump tariff exemptions. (02:17) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Monday: Tech stocks, and more Which stocks are least liquid? Goldman Sachs lists 50 of them Gold sprints to fresh record high, Goldman Sachs boosts end-2025 forecast to $3,700/oz China suspends rare earth exports as trade war with U.S. escalates - report 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 .…

Wall Street Breakfast

1
What gets a tariff break? 6:15

for 4 dager siden6:15

6:15

Trump carves out exemptions for tariffs. (0:18) Meta vs. the FTC. (2:19) Retail sales will show a last tariff-less consumer picture. (3:30) Show Notes Earnings Calendar Most liquid stocks Least liquid stocks Episode 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 .…

Wall Street Breakfast

1
China hits back with 125% tariffs 6:12

for 6 dager siden6:12

6:12

China retaliates against Trump tariffs, raises U.S. goods duties to 125%. (00:24) Lucid wins bankruptcy auction to acquire Nikola’s Arizona factory and other assets. (01:19) Google lays off at Android, Pixel, Chrome amid restructuring - report. (02:21) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Friday: NVS, JOBY, and more FDA to phase out animal testing requirement, adopt AI methods U.S. dollar below $100, Euro at 3-year high as investors flee dollar assets amid tariff frenzy Hegseth slashes $5.1B in defense spending deemed wasteful by DOGE 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 .…

Wall Street Breakfast

1
Amazon navigates trade war world 7:18

for 7 dager siden7:18

7:18

Amazon CEO says third-party sellers may pass costs on to customers. (0:15) Stocks sink , ignoring a cool but pre-tariff CPI report . (2:05) Goldman Sachs forced to quickly reverse recession call. (6:00) Show Notes Get DoorDash from a robot Episode 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 .…

Wall Street Breakfast

1
TSMC revenue surges on pre-tariff rush 6:27

for 7 dager siden6:27

6:27

TSMC Q1 sales top estimates on surging AI demand ahead of U.S. tariffs. (00:22) Amazon (AMZN) pulls the plug on China orders, leaving vendors in the lurch - Bloomberg. (02:03) U.S. Postal Service aims to raise stamp prices to 78 cents. (02:56) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Thursday: DJT, X, and more Google reiterates $75B spending plan for data centers amid tariff woes Former Treasury secretary Summers says govt 'rightly scared after collapsing markets' EU said to weigh buying more U.S. gas, but green transition still in focus 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 .…

Wall Street Breakfast

1
Stocks to the moon as Trump backs off trade war (except for China) 4:36

for 8 dager siden4:36

4:36

Trump does U-turn on tariffs, pausing on nearly all countries, but raising China rate. (0:16) Stocks explode higher, with Dow up nearly 3,000 points. (2:50) Bond yield rise forced Trump’s hand. (3:11) Show Notes China boosts tariffs on U.S. Episode 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 .…

Wall Street Breakfast

1
Easter spending to hop to $23.6B despite uncertainty 6:16

for 8 dager siden6:16

6:16

Consumers to put more in their Easter basket this year. (00:22) Microsoft reclaims title of world's most valuable public company after Apple selloff. (01:55) Peabody Energy surges on Trump's executive orders boosting coal industry. (02:52) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Wednesday: BTU, CALM, and more Ex-Meta employee to tell Congress that company helped China in AI race, undermined U.S. security Trump says TSMC would face 100% tax if it doesn't build in U.S. Spain calls on EU to rethink relations with China amid Trump's sweeping tariffs 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 .…

Wall Street Breakfast

1
Musk reportedly asked Trump to reverse tariffs 6:12

for 9 dager siden6:12

6:12

Musk also went after trade adviser Peter Navarro’s Tesla comments. (0:16) Stocks still volatile as hopes for fast tariff exceptions and resolutions fade. (1:29) USTR Greer spooks bulls . (2:12) Show Notes Apple Stores see iPhone ‘panic selling.’ The Curious Case of Rising Treasury Yields Small-cap picks that can outperform Episode 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 .…

Wall Street Breakfast

1
Medicare bump lifts insurers 5:50

for 9 dager siden5:50

5:50

Health insurers rally after CMS increases payment to Medicare Advantage plans. (00:21) Nvidia (NVDA) closes deal to acquire startup Lepton AI: report. (01:41) China pledges to ' fight to the end ' against new U.S. tariffs, escalating the trade dispute. (02:38) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers Tuesday: Health insurers stocks, and more Vietnam will buy defense goods from U.S. to reduce trade gap, seeks 45-day tariff delay Trump says EU must buy $350B of US energy to get tariff relief, rejects ‘zero-for-zero’ proposal BlackRock’s Fink sees ‘buying opportunity’ during market selloff 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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