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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Intel names familiar face to lead

Intel names familiar face to lead

Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from b...

13 Maalis 20254min

Inflation party wraps up early

Inflation party wraps up early

CPI rose less than expected, but under the hood signs of stagflation lurk. (0:14) iRobot in shutdown mode? (2:11) Spotify pays out record royalties. (4:06)Show NotesNvidia's GTC can't come fast enough...

12 Maalis 20255min

Google revisits AR with fresh set of eyes

Google revisits AR with fresh set of eyes

Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to...

12 Maalis 20255min

Nuclear reactors are Google's next stop

Nuclear reactors are Google's next stop

Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)Show NotesIs this the market bottom?Episode...

11 Maalis 20255min

Oracle dips despite backlog growth

Oracle dips despite backlog growth

Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWea...

11 Maalis 20256min

Markets on full recession alert

Markets on full recession alert

Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)Show NotesHas th...

10 Maalis 20256min

ServiceNow eyes biggest deal

ServiceNow eyes biggest deal

ServiceNow (NOW) nears largest acquisition yet with $3B Moveworks deal - report. (00:27) DoorDash (DASH), TKO, Williams-Sonoma (WSM), Expand Energy joining S&P 500. (01:37) Mark Carney to replace Just...

10 Maalis 20255min

Last CPI before tariffs impact

Last CPI before tariffs impact

A dovish consumer price index could cement a June Fed cut. (0:17) Adobe set to report earnings. (2:12) DOJ still wants to break up Google. (3:41)Show NotesPiper Sandler's actionable picks amid selloff...

9 Maalis 20256min

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