Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/w...
Fed chief Jay Powell said quarter-point cut was close call. (0:17) Dot plot sees fewer cuts and higher inflation in 2025. (1:14) Stocks plunge as yields, dollar rally. (2:48)Show Notes25 top picks for 2025Merck enters obesity drug race in pact with Chinese pharma HansohFind out more about Seeking Alpha's Virtual Analyst Reports here.
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7:22
Merger buzz powers Nissan, Honda
Nissan (NSANY) and Honda (HMC) rally as investors see upside from potential powerhouse merger. (00:23) Spirit (SAVE) shareholders lose fight for compensation in bankruptcy court. (01:20) Subway, NAASF reach agreement to move ahead with Pepsi switch. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: COMM, HEI, and moreMicrosoft buys twice as many Nvidia AI chips as its biggest rivals - reportBoeing gets back to 767, 777 wide-body production - reportTop picks for 2025 in healthcare, consumer, tech, industrials, energy and moreSign 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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5:47
Is the quantum trade eclipsing the AI trade?
Quantum computing stocks are Wall Street's new momentum darlings. (0:15) Retail sales top expectations. (2:08) Meta updating Ray-Bans will live AI. (4:55)Show NotesStocks for a tax-loss selling bounceWaymo picks Tokyo for international robotaxi testingEpisode 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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7:03
TikTok CEO, Trump talk as ban looms
TikTok (BDNCE) CEO meets Trump amid fight to block U.S. ban. (00:24) Alibaba (BABA) to sell Intime store chain for $1B booking loss on sale. (01:17) Australian watchdog says Meta Platforms (META) will pay A$50M over 2020 Cambridge Analytica lawsuit. (02:39)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Tuesday: ZYME, EVGO, and moreQuantum stocks continue to surge as enthusiasm behind tech remains strongWorst performing stocks for tax loss selling – WolfeThe hottest auto stock over the last six weeks is not TeslaFind out more about Seeking Alpha's Virtual Analyst Reports here.
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5:48
The case for Apple as top pick for 2025
Morgan Stanley cites largest device upgrade cycle ever. (0:15) 'Kraven the Hunter' flops. (3:32) BofA chooses top chip stocks. (4:03)Show NotesU.S. Composite PMI rises to highest since March 2022J.P. Morgan upgrades Okta to OverweightFind out more about Seeking Alpha's Virtual Analyst Reports here.
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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