Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/w...
Chinese AI lab DeepSeek rattles Silicon Valley. (00:26) Meta offering creators deals to promote Instagram on other apps: report. (01:52) Diversified Energy (DEC) nears $1.3B deal for Permian Basin natural gas player - WSJ. (03:02)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Monday: NVDA, crypto stocks, and moreNasdaq futures plunge 4% as DeepSeek 'panic' slams AI namesTrump's tariff threat pays off as Colombia agrees to accept deporteesCoinbase CEO says token evaluation gets difficultPerplexity AI alters TikTok merger offer, with possibility of 50% U.S. government stake - reportsFind out more about Seeking Alpha's Virtual Analyst Reports here.
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6:21
Powell v Trump and megacap earnings
Expect questions about Fed independence at the chairman's Q&A. (0:59) Apple, Microsoft, Met and Tesla report results. (3:10) Alphabet may be sitting on an Nvidia rival. (5:53)Show NotesSix of seven bubble conditions have been metEarnings 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.
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8:05
Interesting earnings action coming
Netflix's post earnings pop (0:45). Next week looms large in earnings (2:00) Contextualizing recent AI news (4:00). Upcoming Fed meeting will be a snooze (5:30). Pace of activity under Trump will be interesting to watch (12:50).Episode transcripts: seekingalpha.com/wsbShow links: Netflix Q4 2024 Earnings Call TranscriptThe Return Of The AI TradeAI Project Stargate A GoPfizer: One Of The Next Big AI WinnersSign 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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14:42
Allurion soars on balloon and GLP-1 study plans
Allurion (ALUR) stock soars on weight-loss therapy update. (00:23) Stardust Power (SDST) breaks ground on Oklahoma lithium refinery. (01:22) OpenAI (MSFT) launches shopping agent Operator; Etsy, eBay tick higher. (02:15)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: Crypto stocks, TXN, and moreTrump third term? Lawmaker proposes constitutional amendmentCACI International's quarterly bookings weigh on federal IT providersCathie Wood goes all in on Tempus AI, boosting holdings by over 600K shares in 2025Sign 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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5:22
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 massive swing to bulls from bearsAmerican Airlines' outlook overshadows upbeat Q4 resultsEA sinks on FC 25, Dragon Age underperformanceEpisode 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.
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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