

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

Feb 14, 2024 • 7min
Lyft’s earnings typo sparks wild after-hours ride
Lyft shares take a wild ride due to an earnings typo. Coca-Cola rumored to be interested in acquiring healthy soda brand Poppi. Airbnb beats revenue expectations and announces a $6B buyback. Other topics include algorithmic trading, Twilio's upcoming Q4 results, and notable investor events.

Feb 13, 2024 • 6min
Inflation reincarnation
In this podcast, they discuss the impact of inflation on the market and the reaction to the higher-than-expected consumer price index data. They also cover revenue growth, biotech disappointment, AI assistance software, market predictions, and a stocklist.

Feb 13, 2024 • 7min
Bitcoin tops $50,000
Bitcoin surpasses $50,000 for the first time in two years, JetBlue stock rises due to Carl Icahn's stake, Express stock drops amidst talk of restructuring.

Feb 12, 2024 • 6min
Valentines Day strike disruption
Uber and Lyft drivers plan a Valentine's Day strike to protest declining pay and driver safety. Rivian Automotive is downgraded on soft EV market. Citigroup receives three Fed notices on risk gauging. The podcast also discusses stock market updates including Friday.com's stock slump and Goldman Sachs strategist's growth forecast lift.

Feb 12, 2024 • 6min
Diamondback, Endeavor Energy to merge
This podcast discusses the merger between Diamondback Energy and Endeavor Energy Resources, a board fight at VF Corporation, and Tesla's temporary price reduction. It also mentions Engage Capital's battle with VF Corporation and SeaWorld Entertainment's name change.

Feb 11, 2024 • 7min
All eyes on CPI
Podcast discusses expectations for lower retail inflation, hedge fund filings, Valentine's Day price increases, IPO activity projections, and upcoming earnings reports.

Feb 9, 2024 • 7min
Las Vegas set for Super Bowl jackpot
Las Vegas casinos and sportsbooks may have already won with the Super Bowl coming. DoorDash is the favorite for the Super Bowl brand buzz MVP award. Coca-Cola introduces a new flavor after three years. British American Tobacco's focus on smokeless tobacco is paying off. UBS answers investor concerns for 2024. Expedia's CEO departure and Q4 results are discussed. An overview of stock performance and market updates is provided.

Feb 8, 2024 • 7min
Big names join AI Safety Institute
Big names like Apple, Microsoft, JPMorgan, and Arm join the US AI Safety Institute. Arm adds $40 billion in market cap. Idiosyncratic stocks discussed. Greenlight Capital founder talks about broken markets. Philip Morris sees strong momentum in smoke-free sales.

Feb 8, 2024 • 7min
Disney unveils buyback revival, ESPN's digital strategy
Disney's CEO reveals plan for standalone ESPN, exclusive streaming rights to Taylor Swift's tour, increased dividends and buybacks. Synopsys rumored to sell software integrity business. Earnings updates on Expedia and PayPal.

Feb 7, 2024 • 7min
Alibaba's big buyback boost
Alibaba adds $25B to stock repurchase program. Ford hints at EV project. Tesla considering layoffs. Market updates on Chipotle, Roblox, Fortnett, and Ford's EV strategy shift. Developments in EV sector and reversal of cautious call on US stocks. CFRA's dividend aristocrats list highlighted.


