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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OpenClaw's gamechanger moment

OpenClaw's gamechanger moment

Nvidia partners with OpenClaw creator to launch NemoClaw enterprise AI agent framework. (0:15) American and Delta raise revenue outlooks despite rising jet fuel. (1:41) Diesel above $5 and new rule th...

17 Maalis 4min

Beyond Meat slides on report delay

Beyond Meat slides on report delay

Beyond Meat (BYND) to delay filing annual report due to inventory accounting review. (00:13) U.S. confirms $4.3B Tesla (TSLA), LG Energy Solution battery deal. (01:07) SK Group chairman warns memory c...

17 Maalis 5min

Private credit meets redemptions

Private credit meets redemptions

Private credit funds limit withdrawals after wealthy investors seek $10B. (0:15) Alibaba prepares enterprise AI agents launch. (1:38) Record number of companies mention AI on earnings calls. (2:09)Sho...

16 Maalis 3min

Micron doubles Taiwan bet

Micron doubles Taiwan bet

Stock index futures move higher as oil surges to $100. (00:13) Micron (MU) to build second Taiwan facility to boost advanced DRAM capacity. (00:43) Nvidia (NVDA) supplier Foxconn's (FXCOF) Q4 profit f...

16 Maalis 5min

Fed meets as oil shock roils outlook

Fed meets as oil shock roils outlook

Fed meeting on tap with swaps priding in just 20 bps of ’26 cuts. (0:17) Micron earnings expected to show strong DRAM pricing. (1:48) Meta reportedly considers layoffs as AI spending pressures operati...

15 Maalis 3min

Wall Street Roundup: war, oil, airlines, energy, AI, private credit

Wall Street Roundup: war, oil, airlines, energy, AI, private credit

Oil price volatility, airlines lower, energy up (0:25) Banking stocks down; private credit concerns (2:50) FOMC meeting next week and beyond (4:50) FedEx, Oracle earnings (7:10)Show Notes: CPI read: A...

13 Maalis 10min

Adobe beats, CEO exits

Adobe beats, CEO exits

Adobe (ADBE) slips despite record Q1 results; long-time CEO reveals plan to step down. (00:13) U.S. grants 30-day waiver for purchases of Russian oil stranded at sea. (01:22) Meta Platforms (META) del...

13 Maalis 5min

The largest oil supply shock ever

The largest oil supply shock ever

IEA says 7.5% of global oil supply will be disrupted, the most in history. (0:15) Goldman delays expected Fed rate cuts amid inflation risks. (0:54) Eli Lilly warns on compounded weight-loss drug. (1:...

12 Maalis 4min

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