Wall Street Breakfast

Wall Street Breakfast

Seeking Alpha

PLAY PODCAST

Episode (200)

Halaman 1 dari 20

1
Anthropic leak hits Claude Code

Anthropic leak hits Claude Code

Apr 02, 2026

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)...

2
Oil gains after war talk

Oil gains after war talk

Apr 02, 2026

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...

3
Nike plunges, options hint rebound

Nike plunges, options hint rebound

Apr 01, 2026

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)   ...

4
RH feels housing chill

RH feels housing chill

Apr 01, 2026

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 i...

5
McCormick Unilever 44.8B deal

McCormick Unilever 44.8B deal

Mar 31, 2026

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 No...

6
Gold hit hard, Goldman keeps $5,400 target

Gold hit hard, Goldman keeps $5,400 target

Mar 31, 2026

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 ...

7
Mistral loads up on Nvidia

Mistral loads up on Nvidia

Mar 30, 2026

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 1...

8
Holiday week meets key jobs report

Holiday week meets key jobs report

Mar 29, 2026

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...

9
Wall Street Roundup: market shifts to defense

Wall Street Roundup: market shifts to defense

Mar 27, 2026

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 link...

10
Rates tick higher as housing demand grows

Rates tick higher as housing demand grows

Mar 27, 2026

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 f...

Menampilkan 1 - 10 dari 200 episode