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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Nike plunges, options hint rebound

Nike plunges, options hint rebound

Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07)   ...

1 Huhti 4min

RH feels housing chill

RH feels housing chill

RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride i...

1 Huhti 6min

McCormick Unilever 44.8B deal

McCormick Unilever 44.8B deal

McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08)    Show Note...

31 Maalis 3min

Gold hit hard, Goldman keeps $5,400 target

Gold hit hard, Goldman keeps $5,400 target

Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger ...

31 Maalis 5min

Mistral loads up on Nvidia

Mistral loads up on Nvidia

Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 1...

30 Maalis 4min

Holiday week meets key jobs report

Holiday week meets key jobs report

Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans...

29 Maalis 4min

Wall Street Roundup: market shifts to defense

Wall Street Roundup: market shifts to defense

It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links:...

27 Maalis 13min

Rates tick higher as housing demand grows

Rates tick higher as housing demand grows

Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security f...

27 Maalis 4min

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