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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/wsb
Transcripts: seekingalpha.com/wsb
Episodios & Posts
Episodios
Posts
9 DIC. 2025 · Meta looks to replace Llama https://seekingalpha.com/news/4529623-meta-could-release-new-ai-avocado-model-in-q1-report?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. (0:15) Americans are https://seekingalpha.com/news/4529712-us-job-openings-rise-slightly-in-october-jolts-report?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. (2:12) Office Depot/Office Max public https://seekingalpha.com/news/4529433-closing-time-for-the-owner-of-office-depot-and-officemax-in-the-public-markets?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. (2:50)
Show Notes
https://seekingalpha.com/news/4529333-goldman-sachs-picks-39-stocks-poised-to-benefit-from-a-2026-middle-income-rebound?source=wsb_podcast:meta_aims_for_new_ai_model_in_26
https://seekingalpha.com/news/4529585-home-depot-reaffirms-2025-guidance-gives-early-view-of-2026?source=wsb_podcast:meta_aims_for_new_ai_model_in_26
Episode transcripts https://seekingalpha.com/wsc?source=wsb_podcast:meta_aims_for_new_ai_model_in_26. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:meta_aims_for_new_ai_model_in_26 and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:meta_aims_for_new_ai_model_in_26.
9 DIC. 2025 · President Trump OKs export of the high-ends GPUs, says https://seekingalpha.com/news/4529512-nvidia-amd-intel-rise-as-trump-approves-sale-of-h200-chips-to-china-asks-for-25-cut?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china. (0:15) Sen. Warren https://seekingalpha.com/news/4529448-sen-warren-says-paramount-bid-for-warner-bos-five-alarm-antitrust-fire?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china hostile Netflix bid. (1:25) Paper says https://seekingalpha.com/news/4529529-netflix-and-sell-do-binge-tv-events-lead-to-stock-declines?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china hurts stock returns. (2:11)
Show Notes
https://seekingalpha.com/news/4529470-deere-drops-as-trump-calls-for-lower-farming-equipment-prices?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:nvidia_can_ship_h200_gpus_to_china.
8 DIC. 2025 · Paramount looks to snake Netflix’s Warner Bros. deal https://seekingalpha.com/news/4529356-paramount-launches-hostile-30-per-share-offer-for-warner-bros?source=wsb_podcast:paramount_goes_hostile_for_warner. (0:15) Wedbush gets https://seekingalpha.com/news/4529206-apple-sees-bullish-views-at-wedbush-on-ai-strategy-and-iphone-17-sales?source=wsb_podcast:paramount_goes_hostile_for_warner on Apple. (1:54) Top https://seekingalpha.com/news/4529266-berkshire-hathaway-cfo-marc-hamburg-to-retire?source=wsb_podcast:paramount_goes_hostile_for_warner following Buffett out the door. (2:29)
Show Notes
https://seekingalpha.com/news/4529151-is-trumps-falling-approval-rating-a-tell-to-buy-midcap-stocks?source=wsb_podcast:paramount_goes_hostile_for_warner
Episode transcripts https://seekingalpha.com/wsc?source=wsb_podcast:paramount_goes_hostile_for_warner. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:paramount_goes_hostile_for_warner and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:paramount_goes_hostile_for_warner.
8 DIC. 2025 · IBM will reportedly https://seekingalpha.com/news/4529164-ibm-in-talks-to-buy-confluent-for-11-billion-amid-ai-push---report?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push for the data streaming company. (0:15) Lilly, Pfizer, J&J in China’s https://seekingalpha.com/news/4529168-eli-lilly-pfizer-drugs-added-to-chinas-state-insurance-list?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push. (1:05) White House rolling out $12B in https://seekingalpha.com/news/4529166-trump-readies-12-billion-aid-for-farmers-hit-by-tariffs---report?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push. (2:06)
Show Notes
https://seekingalpha.com/news/4529127-sa-asks-whats-the-best-data-center-stock-play-right-now?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:ibm_to_buy_confluent_in_further_ai_push.
7 DIC. 2025 · The market expects a quarter-point rate cut, but lots of dissents. (0:22) Two big AI names https://seekingalpha.com/article/4850753-investors-keep-eye-on-fed-decision-while-adobe-broadcom-set-to-report-earnings?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut: Oracle and Broadcom. (1:23) Michael Burry says https://seekingalpha.com/news/4529134-michael-burry-likens-openai-to-netscape-palantir-to-dot-com-bust-diamondcluster?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut. (2:42)
Show Notes
https://seekingalpha.com/earnings/earnings-calendar?source=wsb_podcast:retail_and_tech_earnings_kick_off_december
https://seekingalpha.com/news/4528841-dividend-roundup-microsoft-unitedhealth-group-analog-devices-nucor-and-more?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut
Episode transcripts https://seekingalpha.com/wsb?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:fed_seen_ending_the_year_with_a_cut.
5 DIC. 2025 · Netflix (https://seekingalpha.com/symbol/NFLX?source=wsb_podcast:netflix_buying_warner) is buying Warner Brothers (0:20). Dollar General (https://seekingalpha.com/symbol/DG?source=wsb_podcast:netflix_buying_warner), Salesforce (https://seekingalpha.com/symbol/CRM?source=wsb_podcast:netflix_buying_warner) earnings (6:40). December Fed meeting (12:30). Meta chooses AI over metaverse (19:00).
Show Notes
https://seekingalpha.com/news/4528871-core-pce-inflation-inches-down-to-28-yy-in-september-as-expected?source=wsb_podcast:netflix_buying_warner
https://seekingalpha.com/news/4529010-9-out-of-10-companies-deliver-eps-wins-this-week-earnings-scorecard?source=wsb_podcast:netflix_buying_warner
https://seekingalpha.com/article/4850526-life-after-mag-7?source=wsb_podcast:netflix_buying_warner
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:netflix_buying_warner
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:netflix_buying_warner and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:netflix_buying_warner.
5 DIC. 2025 · AI chipmaker https://seekingalpha.com/news/4528778-chinas-nvidia-like-ai-chipmaker-moore-threads-jumps-500-after-ipo-debut?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO is rocketing higher on its debut in China. (0:15) White House looks to https://seekingalpha.com/news/4528769-us-plans-more-stakes-in-critical-minerals-companies-trump-official-says?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO in mineral companies. (1:07) Neocloud company https://seekingalpha.com/news/4528803-fluidstack-in-talks-for-700m-funding-at-7b-valuation---report?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO valued at $7 billion. (1:43)
Show Notes
https://seekingalpha.com/news/4528600-hp-enterprise-slides-as-weak-server-sales-weigh-on-q4-results?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptionshttps:/seekingalpha.com/wsb?source=wsb_podcast:chinas_nvidia_soars_500%25_after_IPO.
4 DIC. 2025 · Meta looking to make https://seekingalpha.com/news/4528560-meta-ceo-planning-cuts-in-metaverse-projects-by-up-to-30---report?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness to Metaverse team as it focuses on AI. (0:15) Is AI’s future now https://seekingalpha.com/news/4528526-yann-lecun-says-meta-wont-invest-in-new-ai-startup-report?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness? (1:18) Is Bugs Bunny https://seekingalpha.com/news/4528570-netflix-leading-bidder-for-warner-bros-discovery-cnbc?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness Stranger Things? (2:55)
Show Notes
https://seekingalpha.com/news/4528533-top-5-macro-and-market-risks-for-2026---apollo?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness
Episode transcripts https://seekingalpha.com/wsc?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:dr_zuckerberg_and_the_metaverse_of_sadness.
4 DIC. 2025 · Nvidia scores https://seekingalpha.com/news/4528389-nvidia-secures-victory-after-congress-shoots-down-chip-export-curbs---report?source=wsb_podcast:mr_nvidia_goes_to_washington with CEO Jensen Huang https://seekingalpha.com/news/4528399-trump-praises-nvidia-chief-while-huang-says-trump-policies-saved-ai-industry?source=wsb_podcast:mr_nvidia_goes_to_washington. (0:15) Snowflake shares hit as https://seekingalpha.com/news/4528272-snowflake-reveals-collabs-as-q3-results-top-estimates-but-shares-fall-on-in-line-q4-product-revenue-guidance?source=wsb_podcast:mr_nvidia_goes_to_washington. (1:20) Insta and Facebook start https://seekingalpha.com/news/4528402-meta-starts-deactivating-kids-facebook-instagram-accounts-in-australia?source=wsb_podcast:mr_nvidia_goes_to_washington Aussie accounts. (2:37)
Show Notes
https://seekingalpha.com/news/4528378-paramount-skydance-ups-breakup-fee-to-5-billion-in-bid-for-warner-bros-discovery---bloomberg?source=wsb_podcast:mr_nvidia_goes_to_washington
Episode transcripts: https://seekingalpha.com/wsb?source=wsb_podcast:mr_nvidia_goes_to_washington
Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:mr_nvidia_goes_to_washington and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at https://seekingalpha.com/subscriptions?source=wsb_podcast:mr_nvidia_goes_to_washington.
3 DIC. 2025 · The White House is reportedly making robotics its AI priority in 2026. (0:15) https://seekingalpha.com/news/4528027-private-firms-unexdpectedly-shed-32k-jobs-in-november-adp-report?source=wsb_podcast:the_year_of_the_robot_approaches in November. (1:57) Nike, Lacoste cited for https://seekingalpha.com/news/4527926-nike-superdry-lacoste-ads-uk-ban?source=wsb_podcast:the_year_of_the_robot_approaches. (2:27)
Show Notes
https://seekingalpha.com/news/4527180-stocks-affected-by-the-k-shaped-economy-expected-to-rebound-evercore-isi?source=wsb_podcast:the_year_of_the_robot_approaches
https://seekingalpha.com/news/4527947-archer-reveals-plans-for-miami-metropolitan-air-taxi-network?source=wsb_podcast:the_year_of_the_robot_approaches
https://seekingalpha.com/news/4527996-pure-storage-tumbles-after-q3-results-analysts-show-mixed-sentiment?source=wsb_podcast:the_year_of_the_robot_approaches
Episode transcripts https://seekingalpha.com/wsc?source=wsb_podcast:the_year_of_the_robot_approaches. Sign up for our daily newsletter https://subscriptions.seekingalpha.com/newsletter_wsb/?source=wsb_podcast:the_year_of_the_robot_approaches and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at http://seekingalpha.com/subscriptions?source=wsb_podcast:the_year_of_the_robot_approaches.
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.
Transcripts: seekingalpha.com/wsb
Transcripts: seekingalpha.com/wsb
Información
| Autor | Seeking Alpha |
| Organización | Seeking Alpha |
| Categorías | Noticias financieras , Inversión |
| Página web | seekingalpha.com |
| podcastmanagement@seekingalpha.com |
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