Seeking Alpha's Wall Street Breakfast brings investors the top news every morning. Released by 8:00am ET, it's all the news you need to know for your market day.
5 minutes 51 seconds
Shell pledges bigger buybacks, tighter spending
Shell (SHEL) eyes bigger shareholder payouts with LNG bets, leaner spending. (00:24) Tesla’s (TSLA) Europe sales plummet again, market share shrinks amid anti-Musk backlash. (01:32) Krispy Kreme (DNUT) expands to Brazil as the brand continues to eye global opportunities. (02:34)
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25 March 2025, 10:43 am
4 minutes 58 seconds
Households face $3 trillion in lost stock wealth this quarter
BofA estimates a third of last year’s equity wealth buildup could be gone. (0:15) PMI figures indicate GDP below 2% in Q1. (0:44) Boeing snags an upgrade. (2:57)
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24 March 2025, 3:55 pm
5 minutes 16 seconds
23andMe bankrupt, CEO out
23andMe (ME) files for bankruptcy, CEO and co-founder Wojcicki resigns. (00:21) James Hardie Industries (JHX) to acquire AZEK for $8.75B in cash, stock. (01:56) Korean AI chip startup FuriosaAI rejects Meta’s (META) $800 million offer - report. (02:24)
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24 March 2025, 10:34 am
5 minutes 57 seconds
Tests for transitory inflation and AI IPOs
The Fed's favorite inflation measure is seen ticking up. (0:17) CoreWeave IPO will gauge AI trade demand. (1:55) GameStop earnings on tap. (2:48)
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23 March 2025, 5:28 pm
10 minutes 48 seconds
Summer cuts coming? Sticky inflation will keep gold in spotlight
No cut baked in for May; summer rate cuts coming? (0:20) Financials see gains (1:45). Gold hits $3000 (2:50). Intel and Adobe, a tale of two stocks (3:45). Investors take Nvidia GTC event in stride (5:20). Tesla's politicization (6:10). Paychex and Dollar Tree earnings as economic indicators (8:00).
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21 March 2025, 5:43 pm
5 minutes 36 seconds
Gold extends record run
Gold futures add to record in eight-day win streak; Citi sees gold up to $3,500 by year-end. (00:22) Nike (NKE) turns lower after guiding for a double-digit FQ4 revenue decline amid global headwinds. (01:12) Florida to weigh proposal to end property taxes. (02:10)
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21 March 2025, 10:36 am
6 minutes 16 seconds
Nvidia-backed CoreWeave aims to raise $2.7B in IPO
The CoreWeave $26B valuation is scaled back from initial expectations. (0:15) Existing home sales surprise. (2:47) Accenture warns about DOGE contract impact. (3:45)
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20 March 2025, 8:05 pm
6 minutes 57 seconds
March Madness heats up, bets roll in
NCAA March Madness: Watch DraftKings (DKNG), FanDuel (FLUT), Robinhood (HOOD), and long shot Grand Canyon (LOPE). (00:24) CoreWeave (CRWV) seeks shares ranging from $47 to $55 in IPO: report. (02:02) Sanofi (SNY) strikes autoimmune drug deal for up to $1.9B. (03:25)
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20 March 2025, 10:51 am
8 minutes 27 seconds
Fed deja vu: Powell calls tariff inflation transitory
The Fed chief echoes COVID-era prediction as FOMC holds rates. (0:16) Dot plot shows higher inflation, lower growth forecasts. (1:52) Stocks climb as yields retreat. (3:30)
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19 March 2025, 9:15 pm
6 minutes 7 seconds
GM deepens Nvidia partnership for next-gen vehicles
General Motors (GM) deepens its partnership with Nvidia (NVDA) as it looks toward next-gen vehicles. (00:23) Xiaomi (XIACF) said to mull expansion of second EV factory in Beijing amid surge in demand. (01:29) Starboard reportedly set to launch proxy fight at Autodesk (ADSK). (02:55)
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19 March 2025, 10:55 am
7 minutes 41 seconds
Tariffs and other inflationary pressures
Economist Claudia Sahm joins Rob Isbitts to talk inflationary pressures (1:10). Are tariffs inflationary and who ends up paying them? (4:35) This is an excerpt from a recent Investing Experts conversation.
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