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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Don't call it a GE comeback

Don't call it a GE comeback

GE Aerospace stock hits its highest level in more than 20 years. (0:16) What's up with Musk and Project Stargate? (4:44) Charts indicate bitcoin $150,000. (7:20)Show NotesAAII sentiment survey shows m...

23 Jan 20258min

EU weighs EV subsidies amid struggles

EU weighs EV subsidies amid struggles

EU weighs bloc-wide EV subsidies amid weak demand. (00:29) Nuclear stocks rally as South Carolina utility to reboot huge project to meet AI demand. (02:32) CNN laying off 'hundreds' of employees; NBC ...

23 Jan 20256min

Project Stargate is a go

Project Stargate is a go

The big government push into AI begins with a name from 1994 and a home in Texas. (0:16) JPMorgan's Dimon OK with a little more inflation. (2:11) DIY on demand. (4:32)Show Notes12 Small-cap momentum s...

22 Jan 20256min

Netflix bills climb, shares rise

Netflix bills climb, shares rise

Key takeaways from Netflix's (NFLX) fourth-quarter earnings as stock surges. (00:24) Space stocks soar on upbeat sentiment, Trump sets sights on Mars. (01:57) Google (GOOG) (GOOGL) to invest another $...

22 Jan 20255min

Google spinoff sees AI drug trials this year

Google spinoff sees AI drug trials this year

Isomorphic Labs expects clinical trials of AI-designed drugs in late 2025. (0:16) Apple cut to Sell at Jefferies. (2:16) MGM Grand Vegas set for major remodel. (4:08)Show NotesBofA’s best financial, c...

21 Jan 20256min

Trump mulls tariffs on neighbors

Trump mulls tariffs on neighbors

Trump plans 25% tariffs on Mexico and Canada on Feb. 1. (00:24) Belgium said to begin probe into DRC's allegations of Apple using conflict minerals. (02:02) Costco union workers vote in favor of strik...

21 Jan 20256min

Netflix earnings in the spotlight

Netflix earnings in the spotlight

Wall Street will closely watch the streamer's ad-supported subscriber numbers. (0:49) Bitcoin hits a new high ahead of Trump's inauguration. (0:32) TikTok restores U.S. service after going dark. (3:59...

20 Jan 20257min

Can the bull market sustain itself?

Can the bull market sustain itself?

Getting into a richer data-driven environment with recent earnings (0:30). Positive blue chip results (2:30). TikTok ban coming? (5:50) Tech in the time of Trump (9:30). Market's rate cut conviction (...

17 Jan 202518min

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