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Wall Street Breakfast

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Wall Street Breakfast
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  • Jeff Bezos creating AI startup
    Bezos will be co-chief executive of Project Prometheus. (0:15). Alphabet rallies as Berkshire Hathaway discloses stake. (1:16) UBS could relocate to the U.S. (2:05)Show NotesNetflix 10-for-1 stock split goes into effect    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 .
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    3:29
  • Who leads Apple next?
    Apple (AAPL) said to step up CEO succession planning as Tim Cook may leave next year. (00:26) Trump’s $2,000 tariff rebate may need Congress nod, Bessent says. (01:16) Franchisee of Dairy Queen rival files for bankruptcy protection. (01:42)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: QUBT, XPEV, and moreHidden homeownership costs hit nearly $16,000 a year, Zillow saysSA Asks: What happens if Trump's tariffs are ruled illegal?Boeing sees sharp increase in Patriot seeker deliveriesSign 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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    4:58
  • Nvidia: 'nuff said
    Will the market’s most important company shine or disappoint? (0:17) Disney back on YouTube. (2:10) Apple prepares iPhone overhaul. (2:40)Show Notes Earnings CalendarDividend RoundupEpisode 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.
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    3:42
  • Wall Street Roundup: Cisco surges, Oracle sinks amid growing AI fears
    Market mood is mercurial and jittery (0:20). Cisco vs. Oracle: a split in AI infrastructure plays (0:55). The challenge of high valuations and why Nvidia's upcoming report is a major market catalyst (3:05). Pharma stocks rally while Bitcoin slumps, signaling declining risk appetite (5:00). Stablecoin growth, higher expenses, and interest-rate pressures on Circle (6:30). Retail surprise: Dillard’s earnings pop (7:40). Missing data concerns, Fed rate-cut odds shift (9:30).Show links: Nasdaq turns selloff around amid valuation worries, big tech recoversCisco targets $3B in AI infrastructure revenue for FY26 as hyperscaler momentum acceleratesCircle Internet Group (CRCL) Q3 2025 Earnings Call TranscriptAI Spending Surge, Contrarian Take On Tech StocksEpisode transcripts: seekingalpha.com/wsbSign 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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    13:25
  • Merck talks send Cidara soaring
    Merck (MRK) seen nearing acquisition of Cidara Therapeutics (CDTX) in deal potentially above $3.3 billion. (00:23) U.S., Argentina to open markets to key products in trade framework. (01:08) DoorDash (DASH) reveals October cybersecurity breach impacting its platform. (02:04)Episode transcripts seekingalpha.com/wsb.Show links: Take the quiz: Investment News Quiz - Friday, Nov. 14Biggest stock movers Friday: CDTX, AMAT, WBD, and moreFed's Kashkari did not back last rate cut, undecided on December - reportGoogle proposes changes to adtech business after EU fine, but no asset breakupBlue Origin launches NASA's Mars mission, sticks booster landing for the first timeSign 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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Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
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