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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Wall Street Roundup: A tale of two Teslas

Wall Street Roundup: A tale of two Teslas

Musk vs. Trump and how it's affecting Tesla (0:25). Broadcom, CoreWeave and AI stocks (8:05). ON Semiconductor movements (12:15). Dollar General earnings and Zscaler's follow through (13:45). Tariff u...

6 Kesä 202526min

GLP-1s, Gen Z dent Jack Daniel’s sales

GLP-1s, Gen Z dent Jack Daniel’s sales

Brown-Forman (BF.B): GLP-1s, cannabis and Gen Z continue to weigh on demand. (00:17) Tesla (TSLA) gains as Trump and White House aides hint at possible thaw in tensions with Musk. (01:18) Circle (CRCL...

6 Kesä 20254min

Is Tesla losing a Trump premium?

Is Tesla losing a Trump premium?

Tesla stock has wobbled as Elon Musk lashes out against the Big Beautiful Bill. (0:15) Trade deficit plunges in April. (1:53) Battle for 23andMe heats up. (3:48)  Show NotesETF inflows surgeEpisode tr...

5 Kesä 20255min

Auto trouble brewing over rare earth curbs

Auto trouble brewing over rare earth curbs

Auto industry braces for supply chain disruptions from China's rare earth curbs. (00:21) Kimberly-Clark nears $3.5B sale of international tissue business to Suzano - WSJ. (01:35) Citigroup to cut 3,50...

5 Kesä 20256min

Wedbush AI ETF debuts

Wedbush AI ETF debuts

The IVES ETF holds 30 companies identified by analyst Dan Ives. (0:15) Private sector shows anemic job growth. (0:57) UnitedHealth cancels former CEO stock awards. (3:50)  Show NotesHighest-conviction...

4 Kesä 20255min

Texas puts snacks on notice

Texas puts snacks on notice

Texas could soon mandate warning labels on Doritos, Gatorade (PEP). (00:19) AMC to show even more ads in its theaters before the actual movie. (02:12) Klarna announces pilot launch of new card in coll...

4 Kesä 20256min

Barbie gets her own film studio

Barbie gets her own film studio

Mattel Studios will combine the toymaker’s movie and TV units. (0:15) Dollar General boosts guidance. (1:13) Hims & Hers pushes Europe expansion. (3:04)  Show NotesMeta buying nuclear powerIs the tech...

3 Kesä 20254min

Tech, Media Giants Slash More Jobs

Tech, Media Giants Slash More Jobs

Microsoft (MSFT) lays off over 300 more staff - report.(00:23) Disney (DIS) to lay off 'several hundred' employees - report. (01:05) Top record labels said to weigh licensing music to AI firms to sett...

3 Kesä 20255min

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