Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/w...
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 (13:35).Episode transcripts: seekingalpha.com/wsbShow links: Nasdaq ends with 2% rally, yields slump as core CPI inflation coolsSupreme Court upholds TikTok's U.S. ban ahead of Sunday deadlineBank stocks drive up after initial crop of Q4 earnings prove strongSign 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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18:01
GM data deal hits a dead end
FTC bans General Motors (GM) data sharing, says it sold driver information to third party. (00:27) U.S. Department of Energy finalizes $1.66B loan guarantee for Plug Power (PLUG). (01:33) Luxury twist: Walmart (WMT) adds Chanel, Gucci, and Prada to its Marketplace platform. (02:12)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Friday: JBHT, RIVN, and moreFTC sues largest U.S. property manager over misleading rental costsBest and worst S&P 500 performers so far in 2025: MRNA, WBA, MU, ON, and moreTikTok ban: Biden said to leave fate of app to TrumpSign 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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4:23
No landing in a growth world, corporate credit bullishness
Eagle Point Founder and CEO Tom Majewski details the billions of CLO inflows into ETFs and what happens when that changes (0:15). No landing in a growth world, bullish outlook for corporate credit (2:25). This is an excerpt from a recent Investing Experts episode.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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3:55
Costco stands firm on DEI
Costco (COST) defends DEI efforts, touts benefits of staff diversity. (00:27) Famed short research firm Hindenburg Research shutting down. (01:35) U.S. should reconsider Chevron's (CVX) oil presence in Venezuela, Rubio tells hearing. (02:30)Episode transcripts seekingalpha.com/wsb.Show links: Biggest stock movers Thursday: TSM, LUV, and moreHigh drama in the cocoa market with key demand reports due outTikTok plans for a complete shutdown in U.S. on Sunday if ban holds - reportCanada eyes $105B in retaliatory tariffs if Trump sets levies: reportSign 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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5:50
Inflation data invigorates stocks, bonds
Cool core CPI gives Fed more room to ease. (0:15) Wells Fargo, Citi pop after earnings. (2:56) Nvidia announces Quantum Day. (4:41)Show NotesThe Momentum Factor ETF is coming off a great 2024 but still oversold 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.
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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