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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How high can oil go?

How high can oil go?

Oil rally expected to continue amid disruptions and shutdown fears. (0:17) February core CPI seen up slightly. (1:28) Oracle earnings will test hyperscaler AI capex demand outlook. (2:11)  Show NotesE...

8 Maalis 4min

India to buy Russian oil as war disrupts supplies

India to buy Russian oil as war disrupts supplies

U.S. issues 30‑day waiver (1:00) and considers requiring permits for global AI chip sales (2:45) China approves Pfizer’s GLP-1 (4:00)Episode transcripts: seekingalpha.com/wsbSign up for our daily news...

6 Maalis 5min

Oil surges as Hormuz shipping halts

Oil surges as Hormuz shipping halts

Oil surges as conflict threatens shipping through Strait of Hormuz. (0:15) Broadcom jumps, analysts praise strong outlook and AI demand. (1:41) Berkshire resumes share buybacks as CEO buys stock. (2:3...

5 Maalis 4min

Ad deal buzz lifts Trade Desk

Ad deal buzz lifts Trade Desk

OpenAI explored ad sales with The Trade Desk (TTD) as revenue hits $25B: The ⁠Information. (00:13) Robinhood (HOOD) enters premium credit card battle with new invite-only platinum card. (01:18) Trade ...

5 Maalis 5min

Rate-cut plans hit an oil slick

Rate-cut plans hit an oil slick

Bond market signals rising inflation worries ahead of Kevin Warsh’s Fed chairmanship. (0:15) ISM services index jumps to three-year high. (1:09) Crypto-linked stocks rally after Trump urges banks to w...

4 Maalis 4min

CrowdStrike ARR Tops $5.2B

CrowdStrike ARR Tops $5.2B

CrowdStrike's (CRWD) Q4 financial results demonstrate ARR surpassing $5B. (00:13) U.S. Senate set to vote on Trump’s Iran war decision amid widening conflict. (01:21) Anthropic approaches $20B revenue...

4 Maalis 5min

Dip buyers face froth fighters

Dip buyers face froth fighters

Bulls and bears battle as oil, dollar rally. (0:15) Paramount debt cut to junk. (2:39) Amazon buys George Washington University satellite campus. (2:52)     Show NotesThe Jefferies AI Beneficiary Bask...

3 Maalis 4min

Tech drags futures lower

Tech drags futures lower

Stock index futures tumble as tech weakness weighs. (00:14) Drone strikes damage AWS infrastructure in UAE and Bahrain, disrupt services. (01:19) OpenAI CEO Sam Altman says company ‘shouldn’t have rus...

3 Maalis 5min

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