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Episodes from Wall Street Breakfast
Anthropic leak hits Claude Code
Anthropic scrambles after Claude Code instructions leak exposes internal tools. (0:15) Tesla deliveries miss expectations. (1:04) Hiring plans jump sharply in March despite slower 2026 outlook. (1:55)Show NotesStocks hedge funds love to shortMcDonald’s makes big moves to win back value crowd 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.
Oil gains after war talk
Oil prices jump as Trump threatens to hit Iran ‘extremely hard.’ (00:16) Sleep Number (SNBR) seeks rescue financing to avoid bankruptcy -- report. (01:25) Sam's Club (WMT) raises its annual membership fees - matches BJ's (BJ), still lower than Costco (COST). (02:09)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: RC, CLDX, and moreIntel to boost stake in SambaNova, chip startup chaired by Intel CEO Lip-Bu Tan - reportNo deal yet? Trump readies new tariffs on select drugmakers - reportStocks hedge funds love to shortSign up for o...
Nike plunges, options hint rebound
Nike shares fall on weak outlook, options, analysts see rebound. (0:15) Dave & Buster’s up on turnaround hopes. (1:56) February retail sales beat estimates as core spending shows resilience. (2:07) Show NotesArtemis II moon mission 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.
RH feels housing chill
RH shares crater on missed Q4 results, sets guidance below street view. (00:14) Oracle (ORCL) begins laying off employees to support AI buildout: report. (01:19) Baidu (BIDU) robotaxis halt mid-ride in Wuhan, stranding passengers. (02:27)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Wednesday: NKE, BYND, and moreTrump to address nation Wednesday on Iran as U.S. signals exitGold's dismal March likely just a pause, UBS says in upholding bullish view to $6,200Constellation Energy tops S&P 500 losers after no news on power deals for data centersNike slides 9% after i...
McCormick Unilever 44.8B deal
McCormick agrees to combine with Unilever foods. (0:15) Nvidia invests $2B in Marvell, expanding AI partnership. (1:36) JetBlue raises checked bag fees to offset rising fuel costs. (2:08) Show NotesThe biggest pain trades of Q1 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.
Gold hit hard, Goldman keeps $5,400 target
Gold (XAUUSD:CUR) suffers historic monthly rout, but Goldman Sachs doubles down on $5,400 target. (00:15) GM temporarily lays off 1,300 workers at Detroit EV plant. (01:14) Netflix (NFLX) eyes bigger NFL package with more live games -- report. (01:49)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers: SPCE, MKC, and moreUnilever, McCormick near merger to create global food giantPentagon calls report on Hegseth BlackRock defense fund bets before Iran war as ‘false and fabricated’Microsoft plans to invest over $1B in Thailand for cloud, AI infrastructureSign up for our daily...
Mistral loads up on Nvidia
Mistral raises $830M debt to buy chips for AI data center: report. (00:14) DeepSeek experiences longest outage since launch, going offline for seven hours. (01:14) "Stupidly Cheap": Bill Ackman sees 10X potential in Fannie and Freddie amid Middle East conflict. (01:54)Episode transcripts seekingalpha.com/wsb.Show links:Biggest stock movers Monday: ORGN, RKLB, and moreBofA strategist sees weak stocks and bonds, strong dollar into Q2Goldman: War-driven sell-off improves setup for U.S. stocks ahead of key earningsSuspicious trades around Trump policy moves raise insider concernsSign up for our...
Holiday week meets key jobs report
Weak March jobs could mean a worst-case scenario for stocks. (0:17) Nike earnings and China demand outlook could sway consumer stocks. (1:22) Iran conflict escalates as oil prices rise, military plans advance. (2:14)Show NotesEarnings CalendarDividend RoundupEpisode 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.
Wall Street Roundup: market shifts to defense
It's been a macro week for the market (0:20) Defensive shift; AI stocks really suffering (0:55) Circle down (3:30) Jobs data will provide major catalyst (5:30) Fed and interest rates (7:20)Show links: Sell, Hedge, Rotate: Victor Dergunov's Strategy For A Market CorrectionStrait of Hormuz disruptions send global plastics prices soaringSecretary of State Rubio says the war with Iran will continue for 2-4 weeks moreWall Street slides as Trump delays Iran energy strikesEpisode transcripts: seekingalpha.com/wsbSign up for our daily newsletter here and for full access to analyst ratings, s...
Rates tick higher as housing demand grows
Mortgage rates continue to rise, but housing market is gradually improving. (00:14) Netflix (NFLX) hiking subscription plans to pay for $20B content budget. (01:05) Senate advances Homeland Security funding bill as shutdown strains airports. (01:58)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: U, VERI, and moreTrump’s signature to appear on U.S. currency, a first for a sitting presidentOpenAI ad pilot crosses $100M annualized revenue mark in six weeksPentagon weighs sending up to 10,000 more troops to the Middle East: reportSign up for our daily new...
Henkel adds shine with Olaplex
Olaplex (OLPX) to be acquired by Henkel (HENKY) for $1.4B; stock surges 49% premarket. (00:14) JetBlue (JBLU) jumps on report it's exploring potential sale. (01:14) LA jury finds Meta, Google liable for inducing social media addiction in young woman. (02:05)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: OLPX, SMCI, and moreTrump team reportedly exploring implications of oil reaching $200 per barrelIran said to draft bill to impose fees for transit through Strait of HormuzSuper Micro faces lawsuit alleging securities fraud tied to China salesSign up for our d...
Trump taps tech elite for science council
The president could name up to 24 advisors on new tech panel. (0:15) Memory chip stocks fall after Google unveils more efficient AI algorithms. (1:22) BlackRock CEO Larry Fink tells private credit investors to ‘live with it.’ (1:59) Show NotesMeta ties exec rewards to $9T valuation 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.