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Wall Street Breakfast

Seeking Alpha
Wall Street Breakfast
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1349 episodes

  • Wall Street Breakfast

    Bahama Breeze comes off Darden’s menu

    2026/2/04 | 5 mins.
    Darden (DRI) decides to pull the plug on the Bahama Breeze chain. (00:14)AMD slides even as Q4 results, guidance surge past Wall Street estimates. (01:13) Walmart (WMT) reaches $1 trillion market value. (02:33)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers Wednesday: AMD, SMCI, and more
    Group of BP investors seeks proof that shift to oil and gas will bring value
    Nvidia set to deepen AI ties with OpenAI via ~$20B funding deal: report
    Bitcoin-led crypto selloff wipes out nearly $468B in market value - report

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  • Wall Street Breakfast

    PayPal CEO out, Disney succession set

    2026/2/03 | 3 mins.
    PayPal ousts CEO Alex Chris, poaches HP top boss Enrique Lores. (0:15) Disney names Josh D’Amaro as Iger’s successor. (1:02) SpaceX-xAI sparks debate over deeper Tesla integration. (2:30)

    Show Notes
    Pepsi boosts shareholder returns

    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

    Palantir powers past expectations

    2026/2/03 | 6 mins.
    Palantir pops as Q4 results, guidance blow past Wall Street's forecast. (00:13) California Governor Newsom floats $200M rebate plan for Tesla, EV industry. (01:55) Amazon to eliminate another 2,200 corporate jobs. (02:51)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers Tuesday: PLTR, TER, and more
    Alphabet's Waymo valued at $126B in latest funding round
    India's stock market rallies as investors cheer U.S. trade deal
    Uber reenters Chinese market after years, starting with Macau

    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

    Disney outlook casts a shadow

    2026/2/02 | 4 mins.
    Disney says rising costs will pressure Sports and Entertainment profit. (0:15) Oracle to raise up to $50B in equity and debt. (1:57) Trump plans critical minerals stockpile called Project Vault. (3:00)

    Show Notes
    January jobs report delayed

    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

    Cautious start for Wall Street

    2026/2/02 | 5 mins.
    Stock index futures signal another red day for Wall Street. (00:14) Oil prices drop over 5% as Iran de-escalation talks weigh on market. (01:25) Crypto slide intensifies as Bitcoin hits around $75,000. (02:23)

    Episode transcripts seekingalpha.com/wsb.

    Show links: 
    Biggest stock movers Monday: ORCL, crypto stocks, and more
    Trump jokes about suing Fed nominee over rates at Alfalfa Club dinner
    Ford, Xiaomi deny report on EV partnership talks
    Disney nears naming parks head D'Amaro as next CEO - Bloomberg

    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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About 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
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