Twelve headlines. One year. 2025
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 31 December 2025
⏱️ 6 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
Top Stocks 2026
January: Chinese AI lab DeepSeek rattles Silicon Valley
February: Trump administration tells U.S. agencies to prepare for ‘large-scale’ layoffs
March: What's next for quantum computing stocks?
April: Trump announces tariffs
May: Wall Street slides, Dow falls 800 points as bond sell-off & fiscal fears batter sentiment
June: Trump, Musk in public spat over spending bill
July: Westinghouse plans to build 10 large nuclear reactors
August: Trump moves to fire Fed Governor Lisa Cook
September: Google not required to sell Chrome in antitrust remedy ruling
October: Bureau of Labor Statistics to shut down during government shutdown
November: Michael Burry to shut down hedge fund
December: Cannabis stocks selling off as Trump signs rescheduling order
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.7 | Good morning. Today is Wednesday, December 31st. It's the final day of trading of 2025. I'm Julie Morgan. |
| 0:16.0 | The editors at Seeking Alpha wrote thousands of articles this year. With so much news to consume on a daily |
| 0:22.4 | basis, are there any storylines that stand out for you? Well, maybe they made our list. |
| 0:28.4 | AI, crypto, tech, the Mag 7, Weight Loss, CVs. The topics are seemingly endless. |
| 0:35.0 | Well, Julie, I looked at these, first of all, through the lens of |
| 0:38.1 | Seeking Alpha subscribers. I checked out the most popular stories throughout the year and then |
| 0:42.5 | throughout each month and then narrowed it down. Kim Khan is helping me out with part two of our |
| 0:47.8 | year in review. In addition to being the host of Wall Street brunch and lunch, he's also a senior |
| 0:53.4 | executive editor on the news team at Seeking Alpha. |
| 0:57.0 | January started off strong. Who remembers DeepSeek? Back in January, DeepSeek funded by Chinese |
| 1:03.7 | hedge fund High Flyer, detailed in a paper how large language models can be built on bootstrap budgets |
| 1:09.9 | and improve without human supervision. |
| 1:12.8 | So did companies really need to break the bank on Nvidia chips and GPUs or data centers for that |
| 1:18.6 | matter? The answer, that thought was short-lived and nothing changed. |
| 1:22.6 | But it was something that nobody was pricing in, nobody was anticipating, and the entire market had to |
| 1:28.3 | reprice for a little while. |
| 1:29.6 | February brought us the first of several political stories. The one you found most interesting |
| 1:34.8 | was the Trump administration tells U.S. agencies to prepare for large-scale layoffs. |
| 1:40.5 | And looking at that from an investor's perspective, it does change the way you look at the economic macro picture because more people lay it off. |
| 1:48.4 | It's going to boost the unemployment numbers and also kind of reigning spending. |
| 1:54.2 | People have to take that into account when they're making the investment decisions and certainly what the rates picture is going to be. |
... |
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