Shows / Wall Street Breakfast
Wall Street Breakfast
Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon.Transcripts: seekingalpha.com/wsb
Episodes
- Wall Street Breakfast
Peak power problems
Record heat tests power grid. (00:14) EU slaps fee on low-cost imports. (01:32) FedEx nears $1.4B logistics sale. (02:20)Episode transcripts…
- Wall Street Breakfast
Buffett delays Gates Foundation gift
Warren Buffett delays donation pending Epstein review. (0:15) Oppenheimer turns cautious on banks. (1:50) NBCUniversal eyeing video games post-split. (2:26)…
- Wall Street Breakfast
iPhone 18 secrets surface
Apple's (AAPL) next iPhone may already be out. (00:17) Investors wanted SpaceX (SPCX) but their orders never made it. (01:15) The pressure is on for the Swoosh…
- Wall Street Breakfast
Comcast to split with NBC spinoff
NBCUniversal to be separate public company. (0:15) Charter jumps after talks with SpaceX. (0:54) Polymarket's ‘Donk’ dispute. (1:33) Show NotesThe biggest…
- Wall Street Breakfast
South Korea chips in big
South Korea goes all-in on AI, chips and robotics. (00:14) British American Tobacco (BTI) swings the restructuring axe. (01:25) From EVs to AI: Honda (HMC)…
- Wall Street Breakfast
Jobs report headlines holiday week
June's employment numbers hit Thursday. (0:17) Nike earnings: cheap stock or still a Sell? (1:13) Middle East tensions rise as hostilities around Iran escalate…
- Wall Street Breakfast
Wall Street Roundup: What isn't priced in?
Micron goes volatile on great news (0:20) SpaceX the bellwether (2:45) Fed interest rate commentary (4:40) Light week coming (7:11)Episode transcripts…
- Wall Street Breakfast
Will tech stocks rebound?
Will tech stocks rebound? (0:20) OpenAI delaying its IPO? (2:10) Bitcoin crashes (3:25) SpaceX's Starlink mobile plans (4:20) Episode transcripts…
- Wall Street Breakfast
Nordstrom, FAO Schwarz team up on toys
Cavorting salesmen and a new 5K foot toy store. (0:00) Core inflation stays firm as GDP revised higher. (1:16) Amazon overtakes Walmart as the largest U.S…
- Wall Street Breakfast
Memory lane runs higher
Micron (MU) and SK Hynix put the spotlight on DRAM. (00:13) Anthropic thinks Alibaba (BABA) took notes. (01:19) The White House wants $87.6B. (02:21)Episode…
- Wall Street Breakfast
Wendy's, Jack in the Box get meme stock love
Reddit crowd piles into fast food. (0:15) Hertz plunges after proposing stock and bond offerings. (1:19) SK Hynix unveils plans for $29.4B Nasdaq listing…
- Wall Street Breakfast
Alphabet joins the Dow
Alphabet replaces Verizon in Dow Industrials. (0:15) GameStop CEO eschews performance award. (1:14) Cerebras margins overshadow OpenAI deal. (1:51) Show…
- Wall Street Breakfast
Chip stocks face AI selloff
Memory makers struggle a day before Micron earnings. (0:15) Carnival shares fall on guidance. (1:37) Walmart acquires Vibe.co to expand connected TV…
- Wall Street Breakfast
AI trade hits a speed bump
Dan Niles warns about token minimization. (0:16) Drivers sues gas stations over alleged AI price fixing. (1:38) Domino's CEO retires. (2:26) Show…
- Wall Street Breakfast
U.S. authorizes Iranian oil sales
Stocks retract (0:15), U.S. authorizes Iranian oil sales (0:40), Options flashing growing concern (2:20) and Micron partners with Anthropic (4:13)Episode…
- Wall Street Breakfast
Negotiations in doubt
Negotiations thrown into doubt (0:20) Keir Starmer's mounting pressure (1:35) China's trade restrictions (2:35) Aluminum market update (3:35) Anthropic's…
- Wall Street Breakfast
Toy Story 5 targets blockbuster debut
Disney, Pixar hoping for classic Toy Story numbers. (0:16) Rockstar opens Grand Theft Auto VI pre-orders. (1:24) Google AI leader departs to join OpenAI…
- Wall Street Breakfast
Futures find peace
Key details of 14-point plan signed by U.S. and Iran. (00:16) Your next iPhone (AAPL) could cost more. (01:39) Starbucks (SBUX) supercharges India growth…
- Wall Street Breakfast
Stocks sink after meeting Warsh the hawk
Kevin Warsh delivers hawkish debut as Fed holds rates. (0:16) Dot plot shows rate hike in ‘26. (0:54) Stocks slump, yields pop. (2:10)Show NotesFed Task Force…
- Wall Street Breakfast
Netflix dims lion hopes
Netflix (NFLX) passes on LION. (00:14) BMW runs into trouble. (01:07) FTC targets Amazon (AMZN) ads. (02:08)Episode transcripts seekingalpha.com/wsb.Show…
- Wall Street Breakfast
Yum! boxes up Pizza Hut to go
Pizza Hut in a $2.7B breakup. (0:15) Rackspace-AMD deal. (1:28) Walmart takes on early Prime Day. (1:50) Show Notes GDP in gold terms at century lowEpisode…
- Wall Street Breakfast
Qualcomm builds an AI wardrobe
Qualcomm's (QCOM) 40+ AI device push. (00:14) AMD tackles AI bottleneck. (01:18) Yum! (YUM) gives KFC a makeover. (01:57)Episode transcripts…
- Wall Street Breakfast
Fox buys Roku in $22B deal
Fox gets 100M streaming households. (0:15) Musk sees $1T revenue for SpaceX. (1:04) Odds for Anthropic and OpenAI IPOs slip. (1:49) Show NotesBurgers, not…
- Wall Street Breakfast
U.S.-Iran peace deal agreed
Deal expected to be signed Friday. (0:16) Stocks rise as oil tumbles. (1:07) U.K. announces social media ban. (2:01) Show Notes Anthropic scrambles to work…
- Wall Street Breakfast
Fed week's hawkish test
Warsh faces credibility questions. (0:17) Accenture earnings on tap. (1:24) Anthropic disables new AI models. (1:57)Show NotesWorld Cup of Stocks: which team…
- Wall Street Breakfast
Wall Street Roundup: Trillion dollar baby
SpaceX's historic IPO (0:20) Oracle earnings similar to other hyperscalers (6:30) Inflation is still hot (8:35)Episode transcripts: seekingalpha.com/wsbSign up…
- Wall Street Breakfast
SpaceX enters public orbit
SpaceX (SPCX), a record rocket ride? (00:16) Adobe's (ADBE) reward? A selloff. (02:50) Trump sees a deal. (03:57) Episode transcripts: seekingalpha.com/wsbShow…
- Wall Street Breakfast
No reward for Oracle's beat
Oracle (ORCL) slips even as Q4 results, guidance top estimates. (00:13) Xbox (MSFT) to reboot with layoffs, budget cuts -- Bloomberg. (01:16) Eyes on the sky…
- Wall Street Breakfast
CPI eases rate fears
May core inflation rose less than expected. (0:15) Super Micro slumps as it seeks up to $7B for server capacity. (1:12) Amazon broadens freight service beyond…
- Wall Street Breakfast
Iran strikes hit futures
Stock index futures tumble as Middle East tensions flare up again. (00:13) Kalshi plans to require users to disclose their employer for some trades - report…
- Wall Street Breakfast
AI job fears ease
Apollo sees little evidence that AI is displacing workers. (0:15) J.M. Smucker rallies after sales edge past forecasts. (1:19). Shipowners order record oil…
- Wall Street Breakfast
Siri’s next act
Apple (AAPL) WWDC 2026: New Siri, iOS, and AI updates galore. (00:14) Sirius XM (SIRI) to join S&P MidCap 400; shares move higher. (01:37) Costco Wholesale…
- Wall Street Breakfast
Intel and chips lead Nasdaq rebound
Intel jumps after Google and Nvidia evaluate AI chip production. (0:15) Paramount Skydance weighs asset divestitures for EU deal approval. (1:04) Spanish…
- Wall Street Breakfast
Pfizer chases monthly edge
Pfizer (PFE) says mid-stage trial data support monthly dosing for GLP-1 therapy. (00:13) Introducing Archy IQ: McDonald's (MCD) new AI drive-thru system…
- Wall Street Breakfast
SpaceX IPO tests $1.8T valuation
SpaceX begins trading on the Nasdaq on Friday. Is valuation too much? (0:17) May CPI expected to show renewed pressures as rate hike odds rise. (1:30) Oracle…
- Wall Street Breakfast
Wall Street Roundup: AI trade passes the baton
Broadcom and Hewlett Packard Enterprises baton passing (0:20) Apple WWDC 2026 (3:00) Extremely upbeat jobs data (5:00)Transcripts: seekingalpha.com/wsbSign up…
- Wall Street Breakfast
LULU's discount dilemma
lululemon athletica's (LULU) struggles continue, lowers FY26 guidance below street view. (00:13) Peloton (PTON) bets on Pilates growth with acquisition of…
- Wall Street Breakfast
Quantinuum IPO pops on Nasdaq debut
Quantinuum ushers in the commercial quantum era. (0:16) CrowdStrike falls despite raising guidance and stock split. (0:56) Job cuts rise as companies…
- Wall Street Breakfast
Broadcom beat not enough
Broadcom (AVGO) plunges even as Q2 results, guidance top Wall Street's forecast. (00:13) Disney's (DIS) Super Bowl ad price meets resistance on Madison Avenue…
- Wall Street Breakfast
SpaceX targets record IPO
SpaceX aiming to price at $135/share for $1.75T valuation. (0:15) ADP reports strongest private job growth since March 2025. (1:19) GameStop rallies after…
- Wall Street Breakfast
Bitcoin's great withdrawal
Bitcoin (BTC-USD) lags equities as ETF outflows mount; Strategy (MSTR) challenges 'Never Sell' narrative. (00:14) Trump inks executive order for vetting…
- Wall Street Breakfast
Huang sees Marvell's trillion-dollar path
Nvidia CEO Jensen Huang says Marvell could become a trillion-dollar chipmaker. (0:15) Hewlett Packard Enterprise jumps on outlook. (0:55) McDonald's tests…
- Wall Street Breakfast
Alphabet Wants $80B
Alphabet (GOOG) (GOOGL) raises $80B for AI investments, including $10B from Berkshire Hathaway (BRK.A) (BRK.B). (00:14) When is Amazon (AMZN) Prime Day 2026?…
- Wall Street Breakfast
Nvidia expands its AI ambitions
Nvidia unveils new AI chips and agentic AI partnerships. (0:15) JetBlue reports strong travel demand and improves outlook. (0:51) Jerome Powell warns against…
- Wall Street Breakfast
Berkshire builds on Taylor Morrison
Berkshire Hathaway (BRK.B) to acquire Taylor Morrison (TMHC) in $8.5B deal. (00:20) Yum! Brands (YUM) in exclusive talks to sell Pizza Hut to LongRange -…
- Wall Street Breakfast
Quantinuum IPO and Broadcom earnings headline week
Quantinuum attracts strong demand ahead of debut. (0:17) Broadcom earnings focus shifts to accelerating AI chip demand. (1:09) May jobs report tests outlook…
- Wall Street Breakfast
New Glenn ignites concern
Blue Origin’s (BORGN) New Glenn rocket explodes on launchpad. (00:14) Tesla (TSLA) Robotaxi fleet in Texas is less than one-tenth of Waymo's. (01:03) Costco…
- Wall Street Breakfast
GDP revised down with inflation elevated
U.S. GDP growth slowed as inflation pressures remained elevated. (0:15) Drone stocks up on Trump administration defense funding. (1:29) Lamborghini defends…
- Wall Street Breakfast
Snowflake turns up the heat
Snowflake (SNOW) skyrockets after Q1 report features Natoma acquisition and AWS deal. (00:14) Google (GOOG) (GOOGL) employee faces fraud charges over $1.2M…
- Wall Street Breakfast
First AI film to debut at Tribeca
AI-generated Iran protest film will premiere at Tribeca festival. (0:15) J.P. Morgan upgrades MGM as Vegas demand stabilizes. (1:11) Boeing signals stronger…
- Wall Street Breakfast
Micron bytes into $1T
Micron's (MU) meteoric rise leads memory, chip stocks up as AI spending knows no bounds. (00:14) Samsung (SSNLF) workers set for historic $370K bonuses under…
- Wall Street Breakfast
BP ousts chairman over governance
BP Chairman Albert Manifold out over governance and oversight concerns. (0:15) BofA boosts Apple target on growing agentic AI opportunities. (0:52) China…
- Wall Street Breakfast
Futures rise, oil drops
Stock futures rise on hopes of U.S.-Iran conflict resolution. (00:14) Uber (UBER) weighs higher bid for Delivery Hero (DLVHF) after €11.5B offer rebuffed, FT…
- Wall Street Breakfast
Inflation week takes center stage
Markets focus on core PCE inflation data during shortened trading week. (0:17) Salesforce investors watch whether AI demand boosts momentum. (1:13) Trump says…
- Wall Street Breakfast
Summer travel meets FIFA fever
As Memorial Day kicks off the unofficial start of summer travel, another major force is shaping vacation plans and corporate forecasts: FIFA World Cup 2026…
- Wall Street Breakfast
Quantum stakes and OpenAI IPO
U.S. government backs quantum firms with funding and equity stakes. (0:14) Walmart issues cautious guidance as higher gas prices pressure consumers. (1:10)…
- Wall Street Breakfast
Nvidia bets beyond China
Nvidia (NVDA) ‘largely conceded’ China AI chip market to Huawei, Huang says. (00:14) SpaceX (SPCX) IPO filing shows company built around Elon Musk, Starlink…
- Wall Street Breakfast
Intuit announces layoffs as Meta 'bloodbath' starts
Intuit cuts 3,000 jobs while expanding AI partnerships. (0:15) Meta layoffs hit thousands globally as restructuring pressures employee morale. (0:50) Target…
- Wall Street Breakfast
Big oil bets examined
CFTC said to probe spike in oil bets before Trump delayed Iran strikes. (00:13) Samsung (SSNLF) faces strike and chip disruption risk as labor talks fail…
- Wall Street Breakfast
Ex-OpenAI researcher bets against Nvidia
Leopold Aschenbrenner’s fund places big bearish bets against NVDA. (0:15) Home Depot issues upbeat annual guidance. (2:13) Solar eclipse travel boosts United…