Wall Street Breakfast

By: Seeking Alpha
  • Summary

  • Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.

    Transcripts: seekingalpha.com/wsb
    Copyright Seeking Alpha
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Episodes
  • Nvidia pulls the rug out from under quantum stocks
    Jan 8 2025
    NVDA CEO Huang estimates 20 years before very useful quantum computers. (0:16) AMC CEO feels shareholder pain. (2:41) Sportsbooks hit as too many NFL favorites win. (3:51)

    Show Notes
    Top stocks in software as Wolfe sees it as an area of M&A opportunities
    AMD slides as HSBC downgrades on Nvidia worries

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    6 mins
  • Shell lowers Q4 outlook, trims LNG output
    Jan 8 2025
    Shell (SHEL) cuts production forecast for LNG, warns weaker Q4. (00:22) Goodyear (GT) to sell Dunlop brand to Sumitomo Rubber in $701M deal. (01:33) Delta (DAL) to link SkyMiles program to Uber, ending Lyft partnership. (02:26)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: CALM, PLTR, and more
    Samsung's preliminary Q4 profit rises 130% Y/Y, but misses estimates
    Sana stock rallies 280% on pancreatic cell transplant study
    Palantir tumbles after ARK Invest sheds $15M in shares

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    6 mins
  • Aurora partners with Continental and Nvidia
    Jan 7 2025
    Aurora soars after unveiling driverless truck partnership with Nvidia (0:20). November JOLTS shows interesting mixed picture (1:50). Meta ending 3rd-party fact-checking; Tesla downgraded (3:45). Getty Images and Shutterstock agree to merge (5:00).

    Show Notes
    Aurora soars +50% after unveiling a large-scale driverless truck partnership with Nvidia
    Wells Fargo spotlights 31 names it believes ‘offer above-average growth potential’

    Episode transcripts: seekingalpha.com/wsb

    Sign up for our daily newsletter here and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions.
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    7 mins

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