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 8 seconds
Buffett raises stakes in Japanese trading houses
Warren Buffett's Berkshire Hathaway (BRK.B) increases stakes in five Japanese trading houses. (00:22) Forever 21 files for bankruptcy for second time. (01:05) Joby (JOBY) and Virgin Atlantic to bring flying taxis to the UK. (01:58)
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17 March 2025, 10:53 am
6 minutes 9 seconds
Nvidia GTC may be only hope for animal spirits
Bullish AI news from Nvidia’s conference could lure in investors shunning risk. (0:33) Fed’s Jay Powell will find it tougher to dodge tariff questions. (1:35) Bill Gross weighs in on tariffs. (5:05)
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16 March 2025, 7:16 pm
14 minutes
Amid market turmoil; compelling earnings coming
Investors looking for safe havens in a dangerous market (0:30). Weight-loss drugmaker decline (1:45). Worry of recession eroding sentiment for consumer focused stocks (3:50). Fed decision out Wednesday (8:08). China EV data points coming next week (8:55). FedEx, Micron earnings coming (10:35).
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14 March 2025, 6:31 pm
6 minutes 25 seconds
BC unplugs Tesla from charger rebates
British Columbia stops rebates on Tesla (TSLA) chargers, battery installations. (00:32) Ulta Beauty's (ULTA) Q4 results offset conservative guidance. (01:35) Li Auto (LI) earnings: Q4 beats EPS estimates, misses on revenue by $60M; initiates Q1 outlook. (02:52)
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14 March 2025, 10:37 am
4 minutes 3 seconds
The faster you go down, the sooner you hit bottom
Big sell-off, rising inflation concerns and some market stabilization (0:35). Bitcoin down, gold up - on brand for this market (2:35).
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13 March 2025, 6:36 pm
4 minutes 51 seconds
Intel names familiar face to lead
Intel (INTC) announces Lip-Bu Tan as new CEO; stock jumps. (00:22) NASA-SpaceX delay mission to bring back astronauts Sunita Williams, Butch Wilmore. (01:21) Spirit Airlines (OTC:SAVEQ) emerges from bankruptcy, moves ahead with premium rebrand. (01:56)
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12 March 2025, 5:02 pm
5 minutes 23 seconds
Google revisits AR with fresh set of eyes
Google (GOOG) (GOOGL) nears purchase of AdHawk as part of headset, smart glasses strategy: report. (00:22) Palantir (PLTR) teases upcoming March 13 announcement on X. (00:58) McDonald's (MCD) wants to speed up new menu offerings - report. (01:56)
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12 March 2025, 10:26 am
5 minutes 32 seconds
Nuclear reactors are Google's next stop
Alphabet looks to meet AI demand with nuclear power. (0;15) Southwest surges after introducing bag fees. (2:34) Trump looking to peruse the Tesla lot. (3:31)
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11 March 2025, 3:07 pm
6 minutes 18 seconds
Oracle dips despite backlog growth
Oracle (ORCL) targets fiscal 2027 revenue growth of 20% driven by cloud and AI expansions. (00:24) Tesla (TSLA) had its worst day since 2020 after deliveries expectations were slashed. (02:02) CoreWeave signs $11.9B 5-year deal with OpenAI (MSFT) to provide infrastructure. (03:06)
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11 March 2025, 10:48 am
6 minutes
Markets on full recession alert
Stocks plunge as tariff uncertainty, growth fears prompt big risk-off move. (0:15) XPeng promises flying cars and humanoid robots in '26. (3:58) Hedge funds bail on China trade. (4:55)
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.