Wall Street Breakfast

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

Transcripts: seekingalpha.com/wsb

Last refreshed: May 22nd, 2026 at 10:13 AM ⓘ

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Episodes

Here comes the Fed's favorite inflation gauge

The core PCE price index for April hits Friday . (0:14) Salesforce, Best Buy and Chewy highlight earnings . (0:55) GameStop cashes in on meme resurgence. (3:02) Show Notes Cathie Wood says investors at Great Depression-level of intensity in search for safety 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 ....

May 26, 2024•5 min

Inflation fuels Burger King, McDonald’s $5 meal showdown

Burger King (QSR) to launch $5 value meal to outshine McDonald’s (MCD). (00:30) SEC approves spot ethereum (ETH-USD) ETFs in huge win for crypto world. (01:48) Nvidia (NVDA) cuts AI chip price in China amid competition from Huawei - report. (02:41) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: WDAY, INTU, and more Tesla's Elon Musk no longer in favor of U.S. tariffs on Chinese EVs Norfolk Southern reaches settlement with EPA, DOJ and DOI on Ohio derailment Al...

May 24, 2024•6 min

Nvidia soars on strong earnings, guidance, and stock split

Nvidia (NVDA) gains as Q1 results, guidance top expectations ; announces 10-1 split. (00:31) Live Nation (LYV) sinks 7% on report DOJ antitrust action is ready. (02:07) Moderna (MRNA), BioNTech (BNTX) close with double-digit percentage gains amid bird flu fears. (03:02) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: NVDA, SNOW, and more First SpaceX satellites for U.S. spy constellation take off; Russia launches 'space weapon' Chip race: South Korea commits $1...

May 23, 2024•7 min

Australia bans weight loss drug copycats

The health ministry cites adverse effects linked to compound versions. (0:16) Target falls on guidance . (2:44) The real AI boom darling (not Nvidia). (5:02) Show Notes BuzzFeed stock surges as Vivek Ramaswamy discloses 7.7% stake Hybrid vehicle registrations outpace battery-electric vehicles in Europe again 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...

May 22, 2024•6 min

Deadline looms for BHP’s bid for Anglo American

BHP has hours left to make binding takeover bid for Anglo American (NGLOY). (00:28) XP Power (XPPLF) rejects Advanced Energy's (AEIS) takeover proposal. (01:25) Tesla (TSLA) rallies after highlighting its electric Semi potential during a rare conference appearance. (02:12) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: URBN, VSAT and more The real AI stock darling since the boom isn't Nvidia -- Bank of America Lululemon continues to lose ground as consumers ta...

May 22, 2024•7 min

Comcast enters streaming bundle race

StreamSaver will cost $15/month for Peacock, Netflix and AppleTV+. (0:16) The SEC could do a 180 on an ether ETF . (1:33) Next stop Dow 60,000 and S&P 8,000? (4:15) Show Notes Macy's Q1 results top expectations, lifts guidance, but comp sales remain negative 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 ....

May 21, 2024•6 min

U.S probes ArcelorMittal’s claim of patent violation by Vinfast

U.S. launches probe of ArcelorMittal (MT) complaint over aluminum patent violation. (00:31) China's Li Auto (LI) postpones all-electric SUV launch. (01:28) Microsoft (MSFT) reveals AI-ready PCs, new Surface models, launch of Recall. (02:03) Episode transcripts seekingalpha.com/wsb . Show links: Biggest stock movers today: PANW, GOTU, and more Bank stocks: how the biggest lenders are performing as Jamie Dimon suggests JPM is pricey Hims & Hers surges on cheap compounded versions of semaglutid...

May 21, 2024•7 min

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