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Wall Street Breakfast

Seeking Alpha

300 episodes

Seeking Alpha's flagship Wall Street Breakfast provides investors an overview of key investment news every morning and afternoon. Transcripts: seekingalpha.com/wsb

Episodes page 1 of 6

  1. Sentiment improves; all about earnings

    · 6:57

    2 day rally in tech (0:30) Big tech earnings coming (1:00) Coke's strong results (2:10) Boeing sell-off; home sales and consumer confidence (2:40) Earnings after the bell (5:10) Show Notes Earnings calendar Episode…

  2. DoorDash eyes $17B Instacart takeover

    · 3:38

    Instacart shops itself after struggling to match broad market gains. (0:17) Anthropic's IPO filing sparks fresh interest in AI-focused ETFs. (1:13) Universal Music explores going private amid a stock slump. (2:18) Show…

  3. AI trade still in focus

    · 8:32

    Buy the dip market reaction (1:00) AI trade still in focus (6:45) All eyes on Fed this week (2:20) Anthropic files S-1 (3:30) SpaceX's debt deal for GPUs (5:00) Episode transcripts: seekingalpha.com/wsb Show Notes: AI…

  4. Musk warns of neocloud shakeup

    · 3:47

    Elon Musk warns hundreds of ‘guppy-level deaths’ amid AI lending crunch. (0:17) SK Hynix plans $12B special dividend. (1:37) Boo! Halloween candy sales fall as high prices squeeze consumers. (2:16) Episode transcripts:…

  5. Fed seen holding steady, but for how long?

    · 4:15

    What will be the FOMC’s next move? (0:17) Microsoft, Alphabet and Amazon earnings put AI spending under scrutiny. (1:30) JetBlue creditors organize amid rising fuel costs. (3:03) Show Notes Earnings Calendar Dividend…

  6. Moderna's good news goes bad

    · 4:40

    Moderna's (MRNA) cancer vaccine clears a hurdle, but the stock hits a wall. (00:13) Tower stocks (CCI) (AMT) soar as investors size up a major opportunity. (01:29) Kohl's (KSS) gets a rare buy rating. (02:25) Episode…

  7. Tesla flat on revenue but big on promises

    · 3:11

    Tesla shares slip as analysts clash over its future. (0:14) IBM warns companies are questioning returns on AI spend. (1:17) Anthropic unveils agent Claude Duet. (2:24) Show Notes American Airlines fuel costs soar…

  8. PHP flaws set off cyber alarm

    · 5:00

    AI uncovered a years-old threat lurking in the web’s code. (00:14) Meta (META) beat earnings expectations, but its legal troubles just got more expensive. (01:48) Alibaba (BABA) shares slide as China turns up the…

  9. Netflix slowdown rattles Wall Street

    · 3:39

    Netflix shares slide after revenue growth hits 3-year low. (0:14) Trump wants datacenters to generate their own electricity. (1:55) Alarm bells go off at this 10-year yield level. (2:34) Show Notes Super Micro Computer…

  10. One giant earnings leap for SpaceX

    · 4:40

    SpaceX (SPCX) crushes earnings estimates as Musk eyes a Tesla (TSLA) tie-up. (00:15) A new report puts Musk at the center of Starlink's Ukraine controversy. (01:37) Microsoft's (MSFT) next Xbox could cost up to $1,800.…

  11. United Airlines CEO calls for wealth tax

    · 3:06

    United Airlines CEO Scott Kirby backs a national wealth tax. (0:14) ‘Magic: The Gathering’ drives Hasbro beat. (1:09) OpenAI races to raise $30B ahead of Anthropic IPO. (1:19) Show Notes Oppenheimer’s top 50 Buy list…

  12. 3M makes a prime connection

    · 4:42

    3M (MMM) pops on Amazon (AMZN) deal. (00:14) Starboard Value has a new target. (01:10) Victoria's Secret (VSXY) gets a stock boost from the runway. (02:04) Episode transcripts seekingalpha.com/wsb. Show links: Biggest…

  13. Google makes quantum computing leap

    · 3:51

    Google cuts quantum computing errors by a factor of 40. (0:14) Goldman ups CoreWeave after selloff. (1:49) Elon Musk promises SpaceX shares to every American child. (2:29) Show Notes Defensive stocks with Quality…

  14. Airlines' holiday price test

    · 5:24

    Holiday flights are getting pricier (AAL) (DAL) (UAL). (00:14) Indonesia's market (EIDO) is in crisis. (01:40) France's cost-of-living crisis is spilling into the streets. (03:09) Episode transcripts…

  15. SpaceX, Tesla and Meta take earnings stage

    · 3:35

    SpaceX, Tesla and Meta earnings put AI spending in focus. (0:17) Anthropic’s AI oversight plan. (2:07) Elon Musk promises a ‘sentient’ Roadster. (2:39) Show Notes Earnings Calendar Dividend Roundup Episode transcripts…

  16. Tesla Roadster takes flight

    · 4:39

    Tesla's (TSLA) Roadster is going airborne. (00:14) 3M (MMM) is fighting a $1.38B PFAS lawsuit. (01:19) KFC (YUM) just picked Coke (KO) over Pepsi (PEP). (02:14) Episode transcripts seekingalpha.com/wsb. Show links:…

  17. Anthropic growth slows, rattles AI trade

    · 4:09

    Anthropic's revenue growth slows, raising questions about AI spending. (0:14) Wholesale inflation surges, but Treasury yields slide. (1:08) FMC plunges after slashing outlook. (2:24) Show Notes Car dealerships grapple…

  18. CoreWeave CEO defends the math

    · 5:02

    CoreWeave's (CRWV) CEO blames stock price drop on an irrational market. (00:13) Apple (AAPL) joins Nvidia (NVDA) in the $5T club. (01:47) Wrangler (KTB) is getting the spotlight. (02:18) Episode transcripts…

  19. Hot inflation puts Fed hike back in play

    · 3:56

    Hotter core inflation sends Treasury yields climbing again. (0:14) BofA slumps after disappointing Q3 profit. (1:35) Netflix plans its biggest round of layoffs in four years. (2:22) Show Notes Who’s doing the earnings…

  20. BofA's $1.2B penalty punch

    · 5:17

    Treasury hits BofA (BAC) with $1.2B in penalties ahead of earnings. (00:14) ASML sees AI demand outrunning supply for years to come. (01:29) Barclays downgrades three tech names (DELL) (HP) (NTAP). (02:13) Episode…

  21. Big bank earnings get a lukewarm welcome

    · 3:27

    JPMorgan misses earnings forecasts as big banks kick off reporting. (0:14) UnitedHealth raises its full-year outlook for the third time. (1:24) Fund managers pile into tech stocks at a six-year high. (2:39). Show Notes…

  22. Six Flags shares plunge premarket

    · 4:58

    FUN stock plunges as fatal incident shakes Six Flags. (00:14) Disney (DIS) steps in as Character.AI files chapter 11. (00:53) Micron (MU) unleashes a record buyback. (01:50) Episode transcripts seekingalpha.com/wsb.…

  23. Economics Nobel goes to micro work that informs macro

    · 3:12

    Robert Hall and Michael Woodford win the econ Nobel. (0:14) Anthropic’s multiyear cloud deal with IREN. (1:21) Does the AI boom echo the ‘97 Asian financial crisis? (2:22) Show Notes Drinks entrepreneur makes big…

  24. GTA 6 threat sends token up

    · 5:49

    A $30M crypto target is tied to a GTA 6 (TTWO) threat. (00:41) Amazon (AMZN) is eyeing a $7B AI deal. (02:50) Private equity circles CCC Intelligent Solutions (CCC) in a deal. (03:46) Episode transcripts…

  25. Big banks kick off earnings season

    · 3:30

    JPMorgan, Goldman Sachs and other big banks launch earnings season. (0:17) CPI hits as yields hit two-decade highs. (1:18) Trump announces an energy ceasefire between Russia and Ukraine. (1:52) Show Notes Earnings…

  26. Telecom stocks lose signal

    · 3:51

    Starlink’s (SPCX) $8B power play sends telecom stocks tumbling. (00:14) Meta (META) is cutting off ByteDance ads. (01:05) Apple (AAPL) reportedly cuts component orders. (01:47) Episode transcripts seekingalpha.com/wsb.…

  27. Starbucks eyes Chipotle takeover

    · 3:18

    Combo would be a restaurant megadeal. (0:14) PepsiCo flags North America, beverage concerns. (1:10) Chick-fil-A says no thanks to AI drive-thru. (2:06) Show Notes High growth and cash flow ROI discount stocks Episode…

  28. F-35 parts go off radar

    · 5:25

    The Pentagon is investigating how sensitive Lockheed Martin (LMT) F-35 parts went missing from UPS. (00:14) CrowdStrike (CRWD) traces AI-assisted cyberattacks targeting banks in South Korea. (01:54) Costco's (COST)…

  29. Skydance bets on AI after mega-merger

    · 3:23

    Skydance takes on streamers and tech giants. (0:14) Micron could triple as the memory boom accelerates. (1:20) SpaceX seeks $40B to load up on Nvidia chips. (1:39) Show Notes Dan Ives’ top tech stocks for 2027 Webull’s…

  30. Pop goes the AI bubble?

    · 4:52

    Ray Dalio says rising rates could turn today's AI frenzy into tomorrow's reckoning. (00:14) Spotify (SPOT) is about to get a lot more audible. (01:23) Queso (CMG) with your coffee (SBUX)? (02:25) Episode transcripts…

  31. SCOTUS weighs oil liability

    · 6:47

    SCOTUS considers what happens next in a climate suit between Colorado, Exxon (XOM) and Suncor (SU). (00:14) Pressure is mounting on Mattel (MAT). (02:04) McDonald’s (MCD) faces an AI pricing legal battle. (02:59)…

  32. October’s retail harvest

    · 5:26

    Retailers (AMZN) (TGT) (WMT) are racing to cash in on the holiday season before Halloween. (00:14) Huawei and Qualcomm (QCOM) strike a deal. (01:48) Redwire (RDW) lands another piece of Axiom's space station puzzle.…

  33. Jobs report - bad news is good news

    · 5:50

    The big story of the day is the jobs report, says Chris Ciaccia, which came in weaker than expected (0:25). Nike slides after earnings (0:55) Moderna rises from the dead (2:10) Treasury yields retreat (4:00) Episode…

  34. No sprint for Nike yet

    · 6:14

    Nike’s (NKE) China slump is getting harder to outrun. (00:14) Moderna (MRNA) is joining the Nasdaq-100. (01:44) The mortgage industry is bracing for a credit-reporting shake-up. (02:17) Episode transcripts:…

  35. All about AI

    · 8:10

    Chris Ciaccia, Senior Editor of technology at Seeking Alpha, shares why today's news out of Constellation Energy (CEG) and Amazon is really all about AI (0:30) Oracle getting away from being incredibly reliant on…

  36. Constellation's big power play

    · 5:45

    Amazon (AMZN) just handed Constellation (CEG) a 20-year vote of confidence. (00:15) Tencent (TCEHY) is reportedly leasing 100,000 AI chips from Oracle (ORCL). (01:16) Micron's (MU) eye-popping results. (02:03) Episode…

  37. Micron on top

    · 8:01

    Steven Cress shares Quant's perspective on Strong Buy Micron (MU) ahead of earnings. Show links: Steven Cress' analysis Alpha Picks Episode transcripts: seekingalpha.com/wsb Sign up for our daily newsletter here and…

  38. Target extends value drive

    · 5:21

    Can lower prices drive higher profits? Target (TGT) is testing the theory. 00:15) A $20 billion Navy contract for Boeing (BA). (01:37) New York's new pied-à-terre tax faces a setback (NYF). (02:26) Episode transcripts…

  39. Anthropic wants $2T, warns AI could kill us

    · 3:30

    Anthropic seeks $2T while warning AI could threaten humanity. (0:14) OpenAI delays its newest model. (1:36) Researchers find simulated pain can make AI agents turn harmful. (2:30) Show Notes Oura postpones IPO Study…

  40. Federal boost for Navitas

    · 6:02

    A new U.S. government award has Navitas (NVTS) shares surging. (00:14) After a string of acquisitions, Lilly (LLY) is hunting for its next big bet. (00:52) A judge keeps a high-stakes mRNA patent battle alive (PFE),…

  41. Meta poaches MongoDB CEO for AI push

    · 3:39

    Meta poaches MongoDB chief to build its new enterprise biz. (0:14) Nvidia launches the largest stock buyback in U.S. history. (0:59) Treasury yields surge as the 10-year tops 5.25%. (2:10) Show Notes AI agents could…

  42. SK Hynix hit by IPO concerns

    · 4:34

    A potential $100B IPO is raising new questions about SK Hynix (SKHY). (00:15) Oracle’s (ORCL) founder increased his stock-backed borrowing. (01:04) Starship (SPCX) is set to fly this morning. (02:05) Episode…

  43. AI safety fears hit Washington

    · 3:36

    Trump and tech leaders could meet as AI safety fears mount. (0:17) OpenAI pauses model training ahead of awkwardly timed DevDay. (1:01) Friday's jobs report could send Treasury yields even higher. (2:21) Show Notes…

  44. Costco checks out strong

    · 4:11

    Costco (COST) posts another earnings beat. (00:13) Ford (F) and GM are seeing their grip on U.S. market share slip. (01:23) Starbucks (SBUX) is trimming its footprint. (02:22) Episode transcripts seekingalpha.com/wsb.…

  45. Oracle raises alarm over AI datacenter

    · 3:39

    Oracle sends force majeure notice on Project Jupiter. (0:14) MGM tumbles after Barry Diller walks. (2:01) Meta puts Muse on a keychain. (2:42) Show Notes AI spending seen topping 3% of annual GDP Episode transcripts…

  46. Judge gives press a pass

    · 4:56

    Trump's crackdown on three news outlets (WBD) (VSNT) hits a legal roadblock. (00:14) OpenAI faces scrutiny after AI agent accesses Australian government files. (01:10) A key U.S.-China trade deadline has been pushed…

  47. Morgan Stanley email exposes deal secrets

    · 3:08

    Email misfire exposes details on more than 100 deals. (0:14) Microsoft gets upgraded. (0:46) McDonald's bets $8.5B on bringing customers back. (1:41) Show Notes The U.S. golden credit card problem Episode transcripts…

  48. US diesel dilemma

    · 6:07

    A proposed diesel export ban is testing the limits of supply-and-demand. (00:14) Six Flags' (FUN) next big attraction could be a sale. (01:36) Meta (META) is testing a human concierge for Muse. (02:32) Episode…

  49. Shopify gives Meta's AI agent a home

    · 3:19

    Shopify welcomes Meta's Muse agent after Amazon blocks it. (0:15) Viking soars on obesity drug trial. (1:27) DoorDash admits it screwed up on tips. (1:58) Show Notes The sheer size of AI IPO dominance Episode…

  50. Tech rally takes a breath

    · 4:06

    Can Monday’s rally survive Tuesday’s quiet open? (00:14) McDonald's (MCD) is testing a new item on the menu: ads. (00:56) CarMax (KMX) cuts jobs again as the used-car market refuses to shift gears. (01:19) Episode…

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