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Wall Street Breakfast

Wall Street Breakfast

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

Transcripts: seekingalpha.com/wsbCopyright Seeking Alpha Economía Finanzas Personales Política y Gobierno
Episodios
  • C3.ai’s big miss

    C3.ai’s big miss
    Feb 26 2026
    C3.ai (AI) shares fall on missed guidance, regional sales shortfalls, and workforce reductions. (00:14) Nvidia (NVDA) pops Q4 results, guidance blow past Wall Street's forecast. (01:41) DeepSeek withholds upcoming AI model from US chipmakers, including Nvidia: report. (02:34)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Thursday: CRM, TTD, NTNX, and more
    Social media addiction trial: Plaintiff set to take the stand after therapist's testimony
    Trump administration to hold back $259M in Medicaid payments to Minnesota
    Warner Bros. deal odds shift to Paramount as $14M options bet signals Netflix upside if it loses
    Salesforce (CRM) slips as earnings outlook lands just below estimates; Benioff projects $63B revenue by FY30

    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.
    Más Menos
    6 m
  • Microsoft, Nvidia, Uber back Wayve's $1.2B funding

    Microsoft, Nvidia, Uber back Wayve's $1.2B funding
    Feb 25 2026
    Self-driving startup Wayve raises $1.2B from Microsoft, Nvidia, Uber (0:20) Uber Air and Joby Aviation (1:10) HP's EPS outlook challenged by memory headwinds (1:50) Majority of US teens use AI (2:30)
    Tom Lee spies bottom in software stocks (3:20)

    Show links:
    HP's EPS outlook challenged by memory headwinds, say analysts; stock falls
    Lowe's issues cautious FY26 outlook on housing market headwinds

    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.
    Más Menos
    4 m
  • UBS hikes private credit default view

    UBS hikes private credit default view
    Feb 25 2026
    UBS hikes worst-case private credit default view to 15% on AI fears. (00:14) AMC Entertainment (AMC) flags opportunity to close underperforming theaters amid attendance, screen declines. (01:30) Trump orders tech giants to power their own AI data centers under ‘rate protection’ pledge. (02:36)

    Episode transcripts seekingalpha.com/wsb.

    Show links:
    Biggest stock movers Wednesday: FSLR, WDAY, and more
    Warner Bros. Discovery says raised Paramount Skydance bid may be 'superior'
    Anthropic softens AI safety policy to stay competitive
    Trump administration explores requiring banks to collect citizenship data - report

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    Más Menos
    6 m
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Love it! Great way to get the day started. It’s become part of the morning routine g routine.

Better than my morning coffee is.

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