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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Ford takes $19.5B EV reset

Ford takes $19.5B EV reset

Ford (F) shifts EV strategy, takes $19.5B write-down and drops current Lightning production. (00:25) Nasdaq (NDAQ) seeks SEC nod for round-the-clock stock trading - report. (01:38) The holiday shoppin...

16 Joulu 20256min

Tesla stock seen having a monster 2026

Tesla stock seen having a monster 2026

Wedbush says Tesla market cap will hit $2T next year. (0:15) ServiceNow slumps on deal report. (1:11) Netflix leadership seeks to assuage deal worries. (2:18)Show NotesGoldman’s catch-up stocks for 20...

15 Joulu 20254min

Roomba maker files for bankruptcy

Roomba maker files for bankruptcy

Tariffs piled extra pressure on iRobot. (0:15) Alphabet set for a SpaceX windfall. (1:10) ‘Zootopia 2’ still top of the box office. (2:03)    Show NotesHedge funds are piling into commoditiesEpisode t...

15 Joulu 20254min

Wall Street Roundup: market reacts to earnings

Wall Street Roundup: market reacts to earnings

Oracle's earnings showed mixed results, leading to an 11% drop (0:15). Broadcom's strong earnings overshadowed by warnings of margin pressures (2:30). AutoZone's miss highlights broader economic chall...

12 Joulu 202518min

Broadcom gives AI traders another headache

Broadcom gives AI traders another headache

Margin worries lead to selling of another big AI trade name. (0:15) Pot stocks pop. (1:16) Bud closing breweries. (2:07)    Show NotesOracle's plunge wipes out $25B from Larry Ellison's net worth  Epi...

12 Joulu 20253min

Disney licenses characters to OpenAI

Disney licenses characters to OpenAI

Along with a 3-year IP deal, Disney invests $1B in OpenAI. (0:15) Jobless claims rise. (2:22) End of an era for Macau. (3:04)Show NotesLilly’s next-gen weight-loss drug meets endpointsEpisode transcri...

11 Joulu 20254min

Oracle tumbles on revenue miss

Oracle tumbles on revenue miss

The AI trade hit a speedbump as Oracle fell short on the top line. (0:15) SpaceX gearing up to go public. (1:55) Meta’s new AI team clashing with old guard. (3:04)        Show NotesParamount’s Ellison...

11 Joulu 20255min

3rd straight FOMC cut, but dissents grow

3rd straight FOMC cut, but dissents grow

FOMC cuts interest rate for third straight meeting, but dissents grow (0:15). Dow, S&P 500 rise (2:50). YouTube to launch TV plans in early 2026 (4:20). Semiconductor action varies widely in active da...

10 Joulu 20257min

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